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Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$49.11 0.00 (0.00%)
As of 05/22/2026 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)
128
Total
Institutional Inflows
(last 12 months)
$284.04M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$85.62M
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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
5/19/2026 Western Wealth Management LLC51,964$2.57M0.1%N/A0.154%
5/18/2026 Royal Bank of Canada291,789$14.43M0.0%+15.8%0.862%
5/16/2026 Quantinno 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%
5/5/2026 Sanctuary 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%
5/2/2026 Anchor 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%
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%
3/17/2026 Rockefeller Capital Management L.P.3,750$189K0.0%+275.0%0.011%
2/26/2026 Anchor Investment Management LLC52,162$2.63M0.2%+4.3%0.154%
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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%
2/17/2026 Osaic 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%
2/17/2026 Legacy 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%
2/17/2026 Royal Bank of Canada251,930$12.70M0.0%+3.9%0.746%
2/17/2026 L2 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%
2/16/2026 Mill 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%
2/13/2026 CreativeOne Wealth LLC609,058$30.70M0.7%-0.7%1.803%
2/13/2026 Schroder Investment Management Group18,651$941K0.0%+122.0%0.055%
2/13/2026 Wells Fargo & Company MN1,714,381$86.42M0.0%-3.5%5.075%
2/12/2026 CI Investments Inc.359,459$18.12M0.1%-14.4%1.064%
2/12/2026 Jane Street Group LLC11,755$593K0.0%N/A0.035%
2/12/2026 Orion 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%
2/12/2026 Steward 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%
2/12/2026 Compass 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%
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%
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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%
2/4/2026 Independent Advisor Alliance4,340$219K0.0%N/A0.013%
2/4/2026 Seelaus Asset Management LLC5,322$268K0.2%+8.9%0.016%
2/4/2026 Meridian Wealth Management LLC5,021$253K0.0%-73.9%0.015%
2/4/2026 Nwam LLC142,072$7.19M0.4%-0.5%0.422%
2/3/2026 MGO One Seven LLC6,665$336K0.0%N/A0.020%
2/3/2026 Sequoia Financial Advisors LLC22,391$1.13M0.0%+101.7%0.067%
2/2/2026 Longview Financial Advisors Inc.24,063$1.21M0.8%+1.2%0.072%


MTBA Institutional Ownership - Frequently Asked Questions

During the previous two years, 195 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), Simplify Asset Management Inc. ($1.08M), Edge Wealth Management LLC ($1.00M), Envestnet Asset Management Inc. ($807.28K), Hilton Capital Management LLC ($775.16K), Evergreen Capital Management LLC ($591.30K), and CreativeOne Wealth LLC ($584.93K).

Institutional investors have bought a total of 5,651,575 shares in the last 24 months. This purchase volume represents approximately $284.04M in transactions.

Of the 59 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), Peak Financial Advisors LLC ($118.80K), Heck Capital Advisors LLC ($84.95K), Park Edge Advisors LLC ($81.01K), Orion Porfolio Solutions LLC ($75.27K), and Truist Financial Corp ($71.72K).

Institutional investors have sold a total of 1,706,942 shares in the last 24 months. This volume of shares sold represents approximately $85.62M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 5/26/2026 by MarketBeat.com Staff.
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