Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free MTBA Stock Alerts

Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$48.73 -0.09 (-0.18%)
As of 04:10 PM Eastern
Compare

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)
$224.48M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$67.04M
Get MTBA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify MBS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MTBA Institutional Buying and Selling by Quarter

Simplify MBS ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Breakwater Capital Group95,391$4.68M0.6%-15.3%0.303%
7/9/2026 Crumly & Associates Inc.25,744$1.26M0.2%-57.2%0.082%
7/8/2026 Trust Point Inc.6,148$303K0.0%N/A0.020%
7/7/2026 GK 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%
6/3/2026 NewEdge 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%
5/14/2026 Lido Advisors LLC6,090$301K0.0%-4.4%0.018%
5/5/2026 Bank of New York Mellon Corp261,015$12.91M0.0%+0.8%0.771%
5/5/2026 Harmony Asset Management LLC28,600$1.42M0.4%+2.9%0.084%
5/5/2026 Ethos Financial Group LLC211,889$10.45M0.8%+11.3%0.626%
5/5/2026Sanctuary Advisors LLC159,902$7.91M0.0%+4.2%0.472%
5/5/2026 Nwam LLC135,658$6.71M0.4%-4.5%0.401%
5/4/2026 Beckerman Institutional LLC64,870$3.21M1.7%+48.7%0.192%
5/4/2026 Calamos Advisors LLC119,060$5.89M0.0%-23.8%0.352%
5/4/2026 Citizens National Bank Trust Department31,197$1.54M0.3%-1.7%0.092%
5/2/2026Anchor Investment Management LLC52,716$2.61M0.2%+1.1%0.156%
5/1/2026 Seneca House Advisors118,837$5.88M2.3%+17.3%0.351%
5/1/2026 Fifth Third Bancorp6,330$313K0.0%N/A0.019%
4/30/2026 Hegarty Advisors LLC22,007$1.09M0.9%+220.2%0.065%
4/29/2026 WealthPLAN Partners LLC11,789$583K0.1%+20.6%0.035%
4/28/2026 Revisor Wealth Management LLC7,316$362K0.1%+25.1%0.022%
4/27/2026 Private Advisor Group LLC106,068$5.25M0.0%+1.8%0.312%
4/27/2026 Sharp Wealth Advisory LLC8,990$445K0.2%+72.9%0.026%
4/25/2026 Patten Group Inc.39,077$1.93M0.3%-1.2%0.115%
4/23/2026 Continuum Advisory LLC26,598$1.32M0.1%-40.2%0.078%
4/23/2026 Peak Financial Advisors LLC343,050$16.97M7.5%-8.4%1.010%
4/22/2026 Janney Montgomery Scott LLC187,889$9.29M0.0%-0.5%0.553%
4/22/2026 Realta Investment Advisors3,400$168K0.1%N/A0.010%
4/22/2026 Venturi Wealth Management LLC10,668$528K0.0%-30.5%0.031%
4/21/2026 Maridea Wealth Management LLC19,470$963K0.1%+45.6%0.057%
4/20/2026 Longview Financial Advisors Inc.24,323$1.20M0.7%+1.1%0.072%
4/20/2026 Kestra Private Wealth Services LLC48,949$2.42M0.0%+35.8%0.144%
4/20/2026 Park Edge Advisors LLC61,371$3.04M0.7%+18.3%0.181%
4/20/2026 Watchman Group Inc.877,875$43.42M10.5%+5.6%2.586%
4/20/2026 Breakwater Capital Group112,595$5.57M0.7%+31.0%0.332%
4/18/2026 Nautilus Advisors LLC12,846$635K0.4%-44.6%0.038%
Leading AI Insider Issues Urgent Market Warning (Ad)

A leading AI pioneer has spent $17 million on AI research and tools since 2022, building a platform now used by 180,000 people worldwide. His firm's tools have reportedly forecasted major downturns in 2000, 2008, and 2020 through extensive backtesting, and he now says many investors hold the wrong stocks heading into the next market phase.tc pixel

See the full market warning and research details here
4/18/2026 Bar Harbor Wealth Management245,329$12.13M0.7%-10.2%0.723%
4/17/2026 Andina Capital Management LLC45,725$2.26M2.0%-33.3%0.135%
4/17/2026 First National Bank Sioux Falls52,518$2.62M0.7%+5.1%0.155%
4/16/2026 Cambridge Advisors Inc.19,506$965K0.2%+1.9%0.057%
4/16/2026 Founders 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%
2/18/2026 Strive Financial Group LLC2,769$140K0.1%N/A0.008%
2/18/2026 NewEdge Advisors LLC10,260$517K0.0%+53.6%0.030%
2/18/2026 Evolve Private Wealth LLC3,993$201K0.0%N/A0.012%
2/17/2026Osaic Holdings Inc.18,746$945K0.0%+4.2%0.055%
2/17/2026 Advisory Services Network LLC46,103$2.32M0.0%+7.0%0.136%
2/17/2026Legacy Wealth Advisors LLC19,158$966K0.6%N/A0.057%
2/17/2026 Private Advisor Group LLC104,174$5.25M0.0%+3.6%0.308%
2/17/2026 Seneca 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%
2/16/2026 MML 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%
2/16/2026 Arax Advisory Partners3,052$154K0.0%N/A0.009%
2/13/2026 Kestra 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%
2/12/2026 Hilton Capital Management LLC841,350$42.41M3.2%+0.6%2.491%
2/12/2026 Commonwealth Equity Services LLC218,029$10.99M0.0%+3.9%0.645%
2/12/2026 Ironsides Asset Advisors LLC6,898$348K0.1%-5.1%0.020%
2/12/2026Steward Partners Investment Advisory LLC7,266$366K0.0%-5.8%0.022%
2/12/2026 Wedbush Securities Inc.65,183$3.29M0.1%+31.2%0.193%
2/12/2026 Bank of Montreal Can129,147$6.51M0.0%+12.2%0.382%
2/12/2026 Andina 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%
2/12/2026 WealthPLAN Partners LLC9,779$493K0.1%N/A0.029%
2/12/2026 Principal Securities Inc.14,485$730K0.0%+8.3%0.043%
2/12/2026 Mosley Wealth Management5,006$253K0.1%N/A0.015%
2/11/2026 Janney Montgomery Scott LLC188,885$9.52M0.0%-2.5%0.559%
2/11/2026 First American Trust FSB145,345$7.33M0.5%-2.1%0.430%
2/11/2026 GFS Advisors LLC9,460$477K0.1%+41.0%0.028%
2/11/2026 Advocacy Wealth Management LLC8,322$420K0.0%-3.9%0.025%
2/11/2026 LPL Financial LLC561,544$28.31M0.0%+1.3%1.662%
2/11/2026 JPMorgan Chase & Co.139,845$7.05M0.0%-19.4%0.414%
2/11/2026 OneAscent Family Office LLC3,998$202K0.1%N/A0.012%
2/11/2026 J.W. Cole Advisors Inc.58,910$2.97M0.1%-8.1%0.174%
2/11/2026 Convergence Financial LLC392,856$19.80M2.9%+19.5%1.163%
2/11/2026 Continuum Advisory LLC44,510$2.24M0.2%-45.7%0.132%
2/10/2026 Fort Sheridan Advisors LLC15,157$764K0.1%+29.9%0.045%
One wafer-scale chip does in minutes what AI takes days (Ad)

NVIDIA has dominated the AI computing race, but history shows even titans can be dethroned, just ask IBM. Three companies are converging in what one publisher calls the Trillion Dollar Triangle, a partnership that could make today's data centers obsolete. A new video breaks down the full story, including the names behind this potential shift in computing power.tc pixel

Watch the video to see the three companies now
2/9/2026 Harbour Investments Inc.2,580$130K0.0%+105.3%0.008%
2/9/2026 HBK Sorce Advisory LLC8,084$408K0.0%N/A0.024%
2/6/2026 Morling Financial Advisors LLC338,739$17.08M5.4%+8.5%1.003%
2/6/2026 Prevail Innovative Wealth Advisors LLC72,531$3.66M0.7%N/A0.215%
2/6/2026 Harmony Asset Management LLC27,800$1.40M0.5%-9.2%0.082%
2/6/2026 Tortoise Investment Management LLC470,695$23.73M2.1%+12.5%1.393%
2/6/2026 HighTower Advisors LLC25,759$1.30M0.0%+24.9%0.076%
2/6/2026 Envestnet Portfolio Solutions Inc.89,502$4.51M0.0%-7.5%0.265%
2/6/2026 Watchman Group Inc.831,220$41.90M10.0%+6.5%2.461%
2/5/2026 WealthPlan Investment Management LLC116,419$5.87M0.4%N/A0.345%


MTBA Institutional Ownership - Frequently Asked Questions

During the previous two years, 194 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. ($106.62M), 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 183 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 ($1.00M), Hilton Capital Management LLC ($775.16K), Envestnet Asset Management Inc. ($676.19K), Evergreen Capital Management LLC ($591.30K), CreativeOne Wealth LLC ($584.93K), and MML Investors Services LLC ($529.17K).

Institutional investors have bought a total of 4,463,445 shares in the last 24 months. This purchase volume represents approximately $224.48M in transactions.

Of the 49 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: Hilton Capital Management LLC ($255.08K), Advocacy Wealth Management LLC ($162.32K), Heck Capital Advisors LLC ($84.95K), Park Edge Advisors LLC ($81.01K), Orion Porfolio Solutions LLC ($75.27K), Bar Harbor Wealth Management ($63.81K), and Wells Fargo & Company MN ($61.48K).

Institutional investors have sold a total of 1,337,456 shares in the last 24 months. This volume of shares sold represents approximately $67.04M in transactions.


Related Companies

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 7/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
One wafer-scale chip does in minutes what AI takes days
NVIDIA has dominated the AI computing race, but history shows even titans can be dethroned, just ask IBM. T...
Eagle Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel