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Simplify MBS ETF (MTBA) Institutional Ownership

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$49.96 +0.06 (+0.12%)
Closing price 07/25/2025 04:10 PM Eastern
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$49.96 0.00 (0.00%)
As of 07/25/2025 06:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify MBS ETF (NYSEARCA:MTBA)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$884.62M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$119.29M
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MTBA Institutional Buying and Selling by Quarter

Simplify MBS ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Priebe Wealth Holdings LLC123,100$6.17M5.3%+31.0%0.442%
7/25/2025Envestnet Portfolio Solutions Inc.80,969$4.06M0.0%+122.1%0.291%
7/25/2025Sharp Financial Services LLC7,050$353K0.2%+56.7%0.025%
7/25/2025GFS 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%
6/27/2025Goldman Sachs Group Inc.10,332$518K0.0%N/A0.035%
5/28/2025 GK 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%
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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%
5/14/2025 Andina Capital Management LLC97,249$4.88M3.5%-7.6%0.310%
5/13/2025Mill Creek Capital Advisors LLC737,341$36.97M0.9%+3.5%2.352%
5/13/2025Ethos Financial Group LLC154,952$7.77M0.7%-14.3%0.494%
5/13/2025Watchman Group Inc.705,768$35.39M9.9%+21.5%2.251%
5/13/2025Horizon Investments LLC93,543$4.67M0.1%+1.0%0.298%
5/13/2025 Heck Capital Advisors LLC223,760$11.22M1.3%-3.2%0.714%
5/13/2025LHM Inc.151,300$7.59M2.5%-13.3%0.483%
5/13/2025HighTower Advisors LLC21,729$1.09M0.0%+20.5%0.069%
5/12/2025First American Trust FSB164,175$8.23M0.8%+7.9%0.524%
5/12/2025Benjamin Edwards Inc.73,657$3.69M0.1%+74.1%0.235%
5/12/2025Townsquare Capital LLC22,094$1.11M0.0%+23.3%0.070%
5/12/2025AlphaCore Capital LLC1,000$50K0.0%N/A0.003%
5/9/2025Strategy Asset Managers LLC4,516$226K0.0%N/A0.014%
5/8/2025 Endeavor Private Wealth Inc.13,160$660K0.4%+403.1%0.042%
5/7/2025Ironsides Asset Advisors LLC6,296$316K0.1%-50.3%0.020%
5/7/2025LPL Financial LLC97,403$4.88M0.0%+68.6%0.311%
5/7/2025Municipal Employees Retirement System of Michigan2,378,493$119.26M1.5%-24.2%7.587%
5/7/2025 Knights of Columbus Asset Advisors LLC7,175$360K0.0%N/A0.023%
5/6/2025Morling Financial Advisors LLC300,403$15.06M5.2%+6.7%0.958%
5/6/2025AE Wealth Management LLC73,512$3.69M0.0%+133,558.2%0.234%
5/6/2025Wedbush Securities Inc.22,934$1.15M0.0%+22.5%0.073%
5/6/2025 Venturi Wealth Management LLC16,333$819K0.0%-2.7%0.052%
5/6/2025Proficio Capital Partners LLC261,882$13.13M1.0%+59.7%0.835%
5/6/2025Advocacy Wealth Management Services LLC157,976$7.92M0.5%+2.0%0.504%
5/5/2025Kestra Private Wealth Services LLC34,073$1.71M0.0%+273.0%0.109%
5/5/2025Beckerman Institutional LLC33,633$1.69M1.2%+7.0%0.107%
5/5/2025Csenge Advisory Group10,950$546K0.0%+5.6%0.035%
5/5/2025Private Advisor Group LLC88,763$4.45M0.0%+28.8%0.283%
5/5/2025Nwam LLC173,162$8.68M0.7%+24.9%0.552%
5/1/2025 Marks Group Wealth Management Inc12,577$631K0.1%N/A0.040%
5/1/2025Harmony Asset Management LLC33,650$1.69M0.7%+9.8%0.107%
4/30/2025Pekin Hardy Strauss Inc.217,825$10.92M1.3%+37.4%0.692%
4/29/2025Envestnet Asset Management Inc.1,929,742$96.76M0.0%+21.9%6.126%
4/29/2025Sharp Financial Services LLC4,500$226K0.2%-13.5%0.014%
4/29/2025Calamos Advisors LLC32,185$1.61M0.0%+186.5%0.102%
4/28/2025 Novem Group4,416$221K0.0%N/A0.014%
4/28/2025Longview Financial Advisors Inc.38,131$1.91M1.6%+227.9%0.121%
4/25/2025 K2 Financial Inc.25,573$1.27M1.2%+5.5%0.081%
4/25/2025 Ameritas Advisory Services LLC19,575$973K0.0%-50.5%0.062%
4/25/2025 Citizens National Bank Trust Department15,727$789K0.2%+1,210.6%0.050%
4/25/2025Convergence Financial LLC253,338$12.70M2.5%+7.1%0.804%
4/24/2025 Cambridge Advisors Inc.15,921$798K0.2%-7.6%0.051%
4/23/2025Creative Financial Designs Inc. ADV1,750$88K0.0%+288.9%0.006%
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4/23/2025 Perigon Wealth Management LLC7,188$360K0.0%-4.6%0.023%
4/23/2025 Alpine Bank Wealth Management28,675$1.44M0.2%N/A0.091%
4/23/2025 Narwhal Capital Management58,322$2.92M0.3%+15.5%0.185%
4/22/2025Whalen Wealth Management Inc.79,548$3.99M2.7%N/A0.253%
4/22/2025Cambridge Investment Research Advisors Inc.10,760$540K0.0%+3.3%0.034%
4/22/2025 PFG Investments LLC6,665$334K0.0%+3.9%0.021%
4/21/2025GFS Advisors LLC23,590$1.18M0.2%+196.7%0.075%
4/21/2025Compass Capital Corp MA ADV133,076$6.61M3.4%-28.3%0.422%
4/21/2025Envestnet Portfolio Solutions Inc.36,459$1.83M0.0%+25.2%0.116%
4/17/2025 Janney Montgomery Scott LLC123,461$6.19M0.0%+101.9%0.392%
(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, 143 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. ($96.76M), Wells Fargo & Company MN ($77.87M), MML Investors Services LLC ($65.37M), Simplify Asset Management Inc. ($55.35M), and Evergreen Capital Management LLC ($53.09M).Learn more on Simplify MBS ETF's institutional investors.

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

Of the 135 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. ($619.39K), Evergreen Capital Management LLC ($575.75K), Bar Harbor Wealth Management ($512.93K), and Peak Financial Advisors LLC ($402.30K).

How much institutional buying is happening at Simplify MBS ETF?

Institutional investors have bought a total of 17,667,997 shares in the last 24 months. This purchase volume represents approximately $884.62M in transactions.

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

Of the 44 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), 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), Park Edge Advisors LLC ($120.16K), and Hilton Capital Management LLC ($107.49K).

How much institutional selling is happening at Simplify MBS ETF?

Institutional investors have sold a total of 2,380,668 shares in the last 24 months. This volume of shares sold represents approximately $119.29M in transactions.



This page (NYSEARCA:MTBA) was last updated on 7/26/2025 by MarketBeat.com Staff
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