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Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$47.10 +0.09 (+0.19%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$47.11 +0.01 (+0.02%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Simplify MBS ETF (NYSEARCA:MTBA)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$224.02M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$71.75M
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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
10/10/2026Atlas Brown Inc.6,950$325K0.1%N/A0.032%
10/9/2026GK Wealth Management LLC15,674$733K0.4%-36.4%0.073%
10/9/2026Breakwater Capital Group15,095$706K0.1%-84.2%0.070%
10/7/2026Crumly & Associates Inc.20,461$957K0.2%-20.5%0.089%
10/7/2026Nautilus Advisors LLC9,117$426K0.3%-21.9%0.040%
10/2/2026 Private Client Services LLC33,887$1.59M0.4%N/A0.143%
9/23/2026Envestnet Portfolio Solutions Inc.11,138$547K0.0%-72.3%0.041%
9/23/2026Envestnet Asset Management Inc.2,250,321$110.42M0.0%-9.0%8.366%
9/15/2026Anchor Investment Management LLC52,255$2.56M0.2%-0.9%0.168%
9/9/2026Tortoise Investment Management LLC527,409$25.88M1.9%+2.4%1.696%
9/9/2026Sequoia Financial Advisors LLC22,391$1.10M0.0%N/A0.072%
9/9/2026Tidal Investments LLC173,768$8.53M0.0%+12.0%0.559%
9/8/2026Edge Wealth Management LLC1,090,758$53.52M8.6%+1.8%3.507%
9/2/2026Citadel Advisors LLC9,784$480K0.0%-88.3%0.031%
8/27/2026Corient Private Wealth LP12,641$620K0.0%-12.6%0.041%
8/23/2026Ameritas Advisory Services LLC28,446$1.40M0.0%N/A0.091%
8/22/2026Strive Financial Group LLC1,307$64K0.0%-48.9%0.004%
8/22/2026BAM Wealth Management LLC11,126$546K0.3%+62.7%0.036%
8/21/2026Andina Capital Management LLC12,023$590K1.0%-73.7%0.039%
8/21/2026Continuum Advisory LLC26,996$1.33M0.1%+1.5%0.087%
8/21/2026Keeler Thomas Management LLC13,857$680K0.2%N/A0.045%
7/9/2026Breakwater Capital Group95,391$4.68M0.6%-15.3%0.303%
7/9/2026Crumly & Associates Inc.25,744$1.26M0.2%-57.2%0.082%
7/8/2026Trust Point Inc.6,148$303K0.0%N/A0.020%
7/7/2026GK Wealth Management LLC24,648$1.21M0.6%N/A0.078%
7/6/2026 Private Client Services LLC32,997$1.62M0.4%-35.1%0.105%
6/3/2026NewEdge Advisors LLC8,779$434K0.0%-14.4%0.026%
6/1/2026Keel Point LLC38,370$1.90M0.1%N/A0.113%
5/19/2026Western Wealth Management LLC51,964$2.57M0.1%N/A0.154%
5/18/2026Royal Bank of Canada291,789$14.43M0.0%+15.8%0.862%
5/16/2026Quantinno Capital Management LP13,446$665K0.0%N/A0.040%
5/14/2026Lido Advisors LLC6,090$301K0.0%-4.4%0.018%
5/5/2026Bank of New York Mellon Corp261,015$12.91M0.0%+0.8%0.771%
5/5/2026Harmony Asset Management LLC28,600$1.42M0.4%+2.9%0.084%
5/5/2026Ethos Financial Group LLC211,889$10.45M0.8%+11.3%0.626%
5/5/2026Sanctuary Advisors LLC159,902$7.91M0.0%+4.2%0.472%
5/5/2026Nwam LLC135,658$6.71M0.4%-4.5%0.401%
5/4/2026Beckerman Institutional LLC64,870$3.21M1.7%+48.7%0.192%
5/4/2026Calamos Advisors LLC119,060$5.89M0.0%-23.8%0.352%
5/4/2026Citizens National Bank Trust Department31,197$1.54M0.3%-1.7%0.092%
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5/2/2026Anchor Investment Management LLC52,716$2.61M0.2%+1.1%0.156%
5/1/2026Seneca House Advisors118,837$5.88M2.3%+17.3%0.351%
5/1/2026Fifth Third Bancorp6,330$313K0.0%N/A0.019%
4/30/2026Hegarty Advisors LLC22,007$1.09M0.9%+220.2%0.065%
4/29/2026WealthPLAN Partners LLC11,789$583K0.1%+20.6%0.035%
4/28/2026Revisor Wealth Management LLC7,316$362K0.1%+25.1%0.022%
4/27/2026Private Advisor Group LLC106,068$5.25M0.0%+1.8%0.312%
4/27/2026Sharp Wealth Advisory LLC8,990$445K0.2%+72.9%0.026%
4/25/2026Patten Group Inc.39,077$1.93M0.3%-1.2%0.115%
4/23/2026Continuum Advisory LLC26,598$1.32M0.1%-40.2%0.078%
4/23/2026Peak Financial Advisors LLC343,050$16.97M7.5%-8.4%1.010%
4/22/2026Janney Montgomery Scott LLC187,889$9.29M0.0%-0.5%0.553%
4/22/2026Realta Investment Advisors3,400$168K0.1%N/A0.010%
4/22/2026Venturi Wealth Management LLC10,668$528K0.0%-30.5%0.031%
4/21/2026Maridea Wealth Management LLC19,470$963K0.1%+45.6%0.057%
4/20/2026Longview Financial Advisors Inc.24,323$1.20M0.7%+1.1%0.072%
4/20/2026Kestra Private Wealth Services LLC48,949$2.42M0.0%+35.8%0.144%
4/20/2026Park Edge Advisors LLC61,371$3.04M0.7%+18.3%0.181%
4/20/2026Watchman Group Inc.877,875$43.42M10.5%+5.6%2.586%
4/20/2026Breakwater Capital Group112,595$5.57M0.7%+31.0%0.332%
4/18/2026Nautilus Advisors LLC12,846$635K0.4%-44.6%0.038%
4/18/2026Bar Harbor Wealth Management245,329$12.13M0.7%-10.2%0.723%
4/17/2026Andina Capital Management LLC45,725$2.26M2.0%-33.3%0.135%
4/17/2026First National Bank Sioux Falls52,518$2.62M0.7%+5.1%0.155%
4/16/2026Cambridge Advisors Inc.19,506$965K0.2%+1.9%0.057%
4/16/2026Founders Financial Securities LLC5,708$284K0.0%+4.5%0.017%
3/17/2026Rockefeller Capital Management L.P.3,750$189K0.0%+275.0%0.011%
2/26/2026Anchor Investment Management LLC52,162$2.63M0.2%+4.3%0.154%
2/18/2026Strive Financial Group LLC2,769$140K0.1%N/A0.008%
2/18/2026NewEdge Advisors LLC10,260$517K0.0%+53.6%0.030%
2/18/2026Evolve Private Wealth LLC3,993$201K0.0%N/A0.012%
2/17/2026Osaic Holdings Inc.18,746$945K0.0%+4.2%0.055%
2/17/2026Advisory Services Network LLC46,103$2.32M0.0%+7.0%0.136%
2/17/2026Legacy Wealth Advisors LLC19,158$966K0.6%N/A0.057%
2/17/2026Private Advisor Group LLC104,174$5.25M0.0%+3.6%0.308%
2/17/2026Seneca House Advisors101,312$5.11M1.9%+73.5%0.300%
2/17/2026&PARTNERS24,149$1.22M0.0%-22.8%0.071%
2/17/2026Royal Bank of Canada251,930$12.70M0.0%+3.9%0.746%
2/17/2026L2 Asset Management LLC272,554$13.74M1.8%+2.7%0.807%
2/16/2026MML Investors Services LLC1,755,656$88.50M0.2%+7.1%5.197%
2/16/2026Mill Creek Capital Advisors LLC9,838$496K0.0%-46.5%0.029%
2/16/2026Arax Advisory Partners3,052$154K0.0%N/A0.009%
2/13/2026Kestra Advisory Services LLC1,403$71K0.0%N/A0.004%
2/13/2026CreativeOne Wealth LLC609,058$30.70M0.7%-0.7%1.803%
2/13/2026Schroder Investment Management Group18,651$941K0.0%+122.0%0.055%
2/13/2026Wells Fargo & Company MN1,714,381$86.42M0.0%-3.5%5.075%
2/12/2026CI Investments Inc.359,459$18.12M0.1%-14.4%1.064%
2/12/2026Jane Street Group LLC11,755$593K0.0%N/A0.035%
2/12/2026Orion Porfolio Solutions LLC55,650$2.81M0.0%-5.5%0.165%
2/12/2026Hilton Capital Management LLC841,350$42.41M3.2%+0.6%2.491%
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2/12/2026Commonwealth Equity Services LLC218,029$10.99M0.0%+3.9%0.645%
2/12/2026Ironsides Asset Advisors LLC6,898$348K0.1%-5.1%0.020%
2/12/2026Steward Partners Investment Advisory LLC7,266$366K0.0%-5.8%0.022%
2/12/2026Wedbush Securities Inc.65,183$3.29M0.1%+31.2%0.193%
2/12/2026Bank of Montreal Can129,147$6.51M0.0%+12.2%0.382%
2/12/2026Andina Capital Management LLC68,586$3.46M2.1%-2.2%0.203%
2/12/2026Compass Capital Corp MA ADV165,590$8.37M3.2%+27.5%0.490%
2/12/2026WealthPLAN Partners LLC9,779$493K0.1%N/A0.029%
2/12/2026Principal Securities Inc.14,485$730K0.0%+8.3%0.043%
2/12/2026Mosley Wealth Management5,006$253K0.1%N/A0.015%


MTBA Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 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. ($110.42M), MML Investors Services LLC ($88.50M), Wells Fargo & Company MN ($86.42M), Simplify Asset Management Inc. ($55.35M), and Evergreen Capital Management LLC ($53.85M).Learn more on Simplify MBS ETF's institutional investors.

Of the 185 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 ($8.20M), Edge Wealth Management LLC ($1.02M), Hilton Capital Management LLC ($775.16K), Envestnet Asset Management Inc. ($676.19K), CreativeOne Wealth LLC ($584.93K), MML Investors Services LLC ($529.17K), and Convergence Financial LLC ($392.86K).

Institutional investors have bought a total of 4,459,841 shares in the last 24 months. This purchase volume represents approximately $224.02M in transactions.

Of the 52 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: Envestnet Asset Management Inc. ($223.80K), Advocacy Wealth Management LLC ($162.32K), Breakwater Capital Group ($97.50K), Heck Capital Advisors LLC ($84.95K), Park Edge Advisors LLC ($81.01K), Citadel Advisors LLC ($73.81K), and Andina Capital Management LLC ($65.31K).

Institutional investors have sold a total of 1,445,242 shares in the last 24 months. This volume of shares sold represents approximately $71.75M in transactions.


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Institutional ownership data for NYSEARCA:MTBA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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