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Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$50.64 +0.04 (+0.08%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify MBS ETF (NYSEARCA:MTBA)

Number of
Institutional Buyers
(last 12 months)
140
Total
Institutional Inflows
(last 12 months)
$858.72M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$144.05M
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Skip Chart & View Institutional Buying and Selling Data

MTBA Institutional Buying and Selling by Quarter

Simplify MBS ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.18,113$907K0.0%+1.9%0.065%
8/27/2025 Orion Porfolio Solutions LLC60,922$3.05M0.0%-36.5%0.217%
8/26/2025 Nautilus Advisors LLC18,781$941K0.7%-15.9%0.067%
8/19/2025 Advisory Services Network LLC40,453$2.01M0.0%+5.3%0.144%
8/19/2025 Anchor Investment Management LLC42,213$2.11M0.2%+8.5%0.150%
8/16/2025 Evergreen Capital Management LLC1,073,502$53.77M1.6%+1.4%3.827%
8/15/2025 Montag & Caldwell LLC7,611$381K0.1%N/A0.027%
8/15/2025 Orion Porfolio Solutions LLC60,922$3.05M0.0%-36.5%0.217%
8/15/2025 MML Investors Services LLC1,508,448$75.56M0.2%+5.5%5.378%
8/15/2025 Hilton Capital Management LLC895,924$44.88M3.6%-22.2%3.194%
8/15/2025 Benjamin Edwards Inc.56,249$2.82M0.0%-23.6%0.201%
8/15/2025 Bank of America Corp DE4,682$235K0.0%-60.4%0.017%
8/14/2025 Jane Street Group LLC79,541$3.98M0.0%+638.9%0.284%
8/14/2025 Raymond James Financial Inc.2,222$111K0.0%N/A0.008%
8/14/2025 NewEdge Advisors LLC14,775$740K0.0%-32.3%0.053%
8/14/2025 L2 Asset Management LLC215,050$10.77M1.8%+12.2%0.767%
8/13/2025 Fort Sheridan Advisors LLC5,038$252K0.0%N/A0.018%
8/13/2025 Advocacy Wealth Management Services LLC170,642$8.55M0.5%+8.0%0.608%
8/13/2025 Smith Moore & CO.19,553$979K0.1%+7.1%0.070%
8/13/2025 Lido Advisors LLC6,678$335K0.0%-18.8%0.024%
8/13/2025 Leuthold Group LLC99,986$5.01M0.6%-19.3%0.356%
8/13/2025 Schroder Investment Management Group15,329$768K0.0%+5.9%0.055%
8/12/2025 J.W. Cole Advisors Inc.55,638$2.79M0.1%N/A0.198%
8/12/2025 Steward Partners Investment Advisory LLC9,766$489K0.0%+41.1%0.035%
8/12/2025 CreativeOne Wealth LLC31,595$1.58M0.0%+6.0%0.113%
8/12/2025 Watchman Group Inc.742,514$37.19M9.7%+5.2%2.647%
8/12/2025 JPMorgan Chase & Co.123,717$6.20M0.0%+4.7%0.441%
8/11/2025 Morling Financial Advisors LLC295,026$14.78M4.8%-1.8%1.060%
8/11/2025 First American Trust FSB147,963$7.41M0.6%-9.9%0.532%
8/11/2025 SFI Advisors LLC4,040$202K0.1%N/A0.015%
8/8/2025 Tortoise Investment Management LLC343,462$17.20M1.6%+3.3%1.234%
8/8/2025 Meridian Wealth Management LLC9,400$471K0.0%N/A0.034%
8/8/2025 Calamos Advisors LLC64,144$3.21M0.0%+99.3%0.231%
8/7/2025 Nwam LLC151,982$7.57M0.6%-12.2%0.546%
8/7/2025 Allworth Financial LP523$26K0.0%N/A0.002%
8/6/2025 True Wealth Design LLC202,742$10.16M3.6%N/A0.729%
8/6/2025 AE Wealth Management LLC4,175$209K0.0%-94.3%0.015%
8/6/2025 Wedbush Securities Inc.31,879$1.60M0.1%+39.0%0.115%
8/6/2025 Pekin Hardy Strauss Inc.274,063$13.73M1.6%+25.8%0.985%
8/6/2025 Ethos Financial Group LLC152,381$7.63M0.7%-1.7%0.548%
8/6/2025 Convergence Financial LLC276,099$13.83M2.4%+9.0%0.992%
8/5/2025 Beckerman Institutional LLC35,580$1.78M1.2%+5.8%0.128%
8/5/2025 Huntington National Bank1,078$54K0.0%+29.3%0.004%
8/5/2025 Bank of New York Mellon Corp265,089$13.28M0.0%N/A0.953%
8/5/2025 Bank of Montreal Can76,695$3.84M0.0%+163.6%0.276%
8/4/2025 Creative Financial Designs Inc. ADV3,171$159K0.0%+81.2%0.011%
8/4/2025 Hutchinson Capital Management CA255,224$12.78M2.3%+30.2%0.917%
8/1/2025 Envestnet Asset Management Inc.1,976,092$98.98M0.0%+2.4%7.102%
7/31/2025 Longview Financial Advisors Inc.38,976$1.95M1.7%+2.2%0.140%
7/30/2025 Patten Group Inc.27,821$1.39M0.3%N/A0.100%
7/29/2025 Stephens Inc. AR9,000$451K0.0%N/A0.032%
7/29/2025 Straight Path Wealth Management6,440$323K0.1%-7.5%0.023%
7/25/2025 Priebe Wealth Holdings LLC123,100$6.17M5.3%+31.0%0.442%
7/25/2025 Envestnet Portfolio Solutions Inc.80,969$4.06M0.0%+122.1%0.291%
7/25/2025 Sharp Financial Services LLC7,050$353K0.2%+56.7%0.025%
7/25/2025 GFS Advisors LLC5,200$260K0.0%-78.0%0.019%
7/24/2025 Endeavor Private Wealth Inc.6,292$315K0.1%-52.2%0.023%
7/23/2025 Bar Harbor Wealth Management297,952$14.92M1.0%+6.8%1.071%
7/23/2025 Narwhal Capital Management71,250$3.57M0.3%+22.2%0.256%
7/23/2025 Citizens National Bank Trust Department20,789$1.04M0.2%+32.2%0.075%
7/23/2025 Venturi Wealth Management LLC15,974$800K0.0%-2.2%0.057%
7/23/2025 Heck Capital Advisors LLC230,380$11.54M1.0%+3.0%0.828%
7/21/2025 Andina Capital Management LLC77,333$3.87M2.7%-20.5%0.278%
7/21/2025 Ameritas Advisory Services LLC1,954$98K0.0%-90.0%0.007%
7/18/2025 Vigilare Wealth Management5,056$253K0.1%-16.6%0.018%
7/18/2025 PFG Investments LLC7,146$358K0.0%+7.2%0.026%
7/18/2025 Truist Financial Corp64,454$3.21M0.0%-52.7%0.233%
7/17/2025 Janney Montgomery Scott LLC118,332$5.93M0.0%-4.2%0.429%
7/17/2025 Alpine Bank Wealth Management20,748$1.04M0.2%-27.6%0.075%
7/16/2025 Cambridge Advisors Inc.16,409$822K0.2%+3.1%0.060%
7/16/2025 Maridea Wealth Management LLC4,430$222K0.1%N/A0.016%
7/14/2025 Edge Wealth Management LLC263,171$13.18M2.5%+15.9%0.954%
7/11/2025 Farther Finance Advisors LLC1,162$58K0.0%+59.8%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC248,545$12.41M0.0%-11.3%0.906%
7/9/2025 Seneca House Advisors55,241$2.77M1.2%-24.6%0.201%
7/9/2025 Breakwater Capital Group59,069$2.96M0.5%+76.4%0.215%
7/8/2025 Atlas Brown Inc.5,200$260K0.1%+23.8%0.019%
7/8/2025 GK Wealth Management LLC20,864$1.05M0.9%-17.1%0.076%
7/7/2025 Park Edge Advisors LLC95,797$4.80M1.2%+25.0%0.349%
7/7/2025 Peak Financial Advisors LLC281,957$14.12M7.2%-23.6%1.028%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,245$62K0.0%+37.0%0.005%
7/1/2025 First National Bank Sioux Falls29,273$1.47M0.5%+56.3%0.099%
7/1/2025 Private Client Services LLC46,846$2.35M0.9%-5.1%0.158%
6/27/2025 Goldman Sachs Group Inc.10,332$518K0.0%N/A0.035%
5/28/2025GK Wealth Management LLC25,054$1.26M1.5%+23.2%0.079%
5/21/2025Geneos Wealth Management Inc.27,330$1.37M0.0%+270.5%0.087%
5/20/2025Anchor Investment Management LLC38,889$1.95M0.2%+13.4%0.124%
5/19/2025Jane Street Group LLC10,765$540K0.0%-90.1%0.034%
5/16/2025Goldman Sachs Group Inc.10,332$518K0.0%N/A0.033%
5/16/2025Knightsbridge Asset Management LLC571,421$28.65M7.0%+2.5%1.823%
5/16/2025NewEdge Advisors LLC21,834$1.10M0.0%+37.6%0.070%
5/16/2025AlphaQ Advisors LLC17,719$888K2.1%N/A0.057%
5/16/2025Aprio Wealth Management LLC296,048$14.84M1.9%+43.0%0.944%
5/15/2025Royal Bank of Canada234,111$11.74M0.0%+29.3%0.747%
5/15/2025Evergreen Capital Management LLC1,058,867$53.09M1.8%+42.7%3.378%
5/15/2025WPG Advisers LLC1,780$89K0.1%N/A0.006%
5/15/2025Tortoise Investment Management LLC332,501$16.67M1.7%+10.3%1.061%
5/14/2025CreativeOne Wealth LLC29,796$1.49M0.0%+3.8%0.095%
5/14/2025Comerica Bank6,352$318K0.0%+111.7%0.020%
5/14/2025Andina Capital Management LLC97,249$4.88M3.5%-7.6%0.310%
(Data available from 1/1/2016 forward)

MTBA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTBA shares?

During the previous two years, 158 institutional investors and hedge funds held shares of Simplify MBS ETF. The most heavily invested institutionals were Sei Investments Co. ($145.17M), Municipal Employees Retirement System of Michigan ($119.26M), Envestnet Asset Management Inc. ($98.98M), Wells Fargo & Company MN ($77.87M), MML Investors Services LLC ($75.56M), Simplify Asset Management Inc. ($55.35M), and Evergreen Capital Management LLC ($53.77M).Learn more on Simplify MBS ETF's institutional investors.

Which institutional investors have been buying Simplify MBS ETF's stock?

Of the 149 institutional investors that purchased Simplify MBS ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($8.21M), Simplify Asset Management Inc. ($1.08M), Hilton Capital Management LLC ($770.31K), Envestnet Asset Management Inc. ($665.74K), Evergreen Capital Management LLC ($590.39K), Bar Harbor Wealth Management ($512.93K), and MML Investors Services LLC ($412.59K).

How much institutional buying is happening at Simplify MBS ETF?

Institutional investors have bought a total of 17,159,824 shares in the last 24 months. This purchase volume represents approximately $858.72M in transactions.

Which of Simplify MBS ETF's major shareholders have been selling company stock?

Of the 53 institutional investors that sold Simplify MBS ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Municipal Employees Retirement System of Michigan ($760.76K), Hilton Capital Management LLC ($362.57K), Bar Harbor Wealth Management ($214.98K), Mill Creek Capital Advisors LLC ($191.06K), Proficio Capital Partners LLC ($129.67K), Peak Financial Advisors LLC ($120.34K), and Park Edge Advisors LLC ($120.16K).

How much institutional selling is happening at Simplify MBS ETF?

Institutional investors have sold a total of 2,874,855 shares in the last 24 months. This volume of shares sold represents approximately $144.05M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 9/23/2025 by MarketBeat.com Staff
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