Go Pro
→ CODE RED: AI Meltdown Imminent? (From Paradigm Press) (Ad)tc pixel Free MTBA Stock Alerts

Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$48.67 -0.10 (-0.21%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
$275.76M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$74.44M
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%
6/3/2026NewEdge 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%
5/5/2026 Harmony 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%
5/5/2026 Nwam 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%
5/4/2026 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%
5/1/2026Seneca 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%
4/28/2026 Revisor 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%
4/23/2026 Peak 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%
4/22/2026 Realta Investment Advisors3,400$168K0.1%N/A0.010%
4/22/2026 Venturi Wealth Management LLC10,668$528K0.0%-30.5%0.031%
4/21/2026Maridea 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%
4/20/2026Kestra 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%
4/20/2026Watchman 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
4/18/2026 Bar 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%
4/16/2026 Cambridge 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%
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%
2/12/2026 Mosley Wealth Management5,006$253K0.1%N/A0.015%
2/11/2026Janney Montgomery Scott LLC188,885$9.52M0.0%-2.5%0.559%
2/11/2026First American Trust FSB145,345$7.33M0.5%-2.1%0.430%
2/11/2026GFS Advisors LLC9,460$477K0.1%+41.0%0.028%
2/11/2026Advocacy Wealth Management LLC8,322$420K0.0%-3.9%0.025%
2/11/2026LPL Financial LLC561,544$28.31M0.0%+1.3%1.662%
2/11/2026JPMorgan Chase & Co.139,845$7.05M0.0%-19.4%0.414%
2/11/2026OneAscent 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%
2/11/2026Convergence Financial LLC392,856$19.80M2.9%+19.5%1.163%
2/11/2026Continuum Advisory LLC44,510$2.24M0.2%-45.7%0.132%
2/10/2026Fort Sheridan Advisors LLC15,157$764K0.1%+29.9%0.045%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
2/9/2026Harbour Investments Inc.2,580$130K0.0%+105.3%0.008%
2/9/2026HBK Sorce Advisory LLC8,084$408K0.0%N/A0.024%
2/6/2026Morling 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%
2/6/2026Tortoise Investment Management LLC470,695$23.73M2.1%+12.5%1.393%
2/6/2026HighTower 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%
2/6/2026Watchman Group Inc.831,220$41.90M10.0%+6.5%2.461%
2/5/2026WealthPlan Investment Management LLC116,419$5.87M0.4%N/A0.345%


MTBA Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 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 184 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 5,487,312 shares in the last 24 months. This purchase volume represents approximately $275.76M in transactions.

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: 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), AE Wealth Management LLC ($69.34K), and Bar Harbor Wealth Management ($63.81K).

Institutional investors have sold a total of 1,485,210 shares in the last 24 months. This volume of shares sold represents approximately $74.44M in transactions.


Related Companies

This page (NYSEARCA:MTBA) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock tomorrow
Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership...
Chaikin Analytics | Sponsoredtc pixel
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel