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Simplify MBS ETF (MTBA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Simplify MBS ETF (NYSEARCA:MTBA)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$72.46M
Number of
Institutional Sellers
(last 12 months)
0
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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
4/29/2024Commonwealth Equity Services LLC128,387$6.54M0.0%+8.1%1.219%
4/24/2024 Dakota Wealth Management40,062$2.04M0.1%N/A0.380%
4/24/2024 Bar Harbor Wealth Management192,283$9.79M0.7%N/A1.826%
4/19/2024 Park Edge Advisors LLC148,291$7.55M2.1%+769.7%0.000%
4/18/2024 Seneca House Advisors22,118$1.13M0.5%N/A0.000%
4/16/2024 Cambridge Advisors Inc.12,582$641K0.2%+29.7%0.000%
4/12/2024 Peak Financial Advisors LLC299,313$15.24M9.3%N/A0.000%
4/10/2024 Aprio Wealth Management LLC149,924$7.63M1.5%N/A0.000%
2/15/2024BlueCrest Capital Management Ltd195,576$10.11M0.4%N/A0.000%
2/9/2024BlackDiamond Wealth Management LLC47,259$2.41M1.8%N/A0.000%
2/7/2024Almanack Investment Partners LLC.60,006$3.10M0.4%N/A0.000%
2/7/2024Mount Lucas Management LP61,750$3.19M0.9%N/A0.000%
2/5/2024 Andina Capital Management LLC89,548$4.63M4.0%N/A0.000%
2/5/2024Pekin Hardy Strauss Inc.92,515$4.78M0.7%N/A0.000%
1/23/2024 Venturi Wealth Management LLC900$47K0.0%N/A0.000%
1/17/2024 Cambridge Advisors Inc.9,700$501K0.1%N/A0.000%
1/16/2024 JTC Employer Solutions Trustee Ltd9,866$509K0.0%N/A0.000%
(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, 16 institutional investors and hedge funds held shares of Simplify MBS ETF. The most heavily invested institutionals were Peak Financial Advisors LLC ($15.24M), BlueCrest Capital Management Ltd ($10.11M), Bar Harbor Wealth Management ($9.79M), Aprio Wealth Management LLC ($7.63M), Park Edge Advisors LLC ($7.55M), Commonwealth Equity Services LLC ($6.54M), and Pekin Hardy Strauss Inc. ($4.78M).Learn more on MTBA's institutional investors.

Which institutional investors have been buying Simplify MBS ETF stock?

Of the 16 institutional investors that purchased Simplify MBS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Peak Financial Advisors LLC ($299.31K), BlueCrest Capital Management Ltd ($195.58K), Bar Harbor Wealth Management ($192.28K), Aprio Wealth Management LLC ($149.92K), Park Edge Advisors LLC ($131.24K), Pekin Hardy Strauss Inc. ($92.52K), and Andina Capital Management LLC ($89.55K).

How much institutional buying is happening at Simplify MBS ETF?

Institutional investors have bought a total of 1,414,574 shares in the last 24 months. This purchase volume represents approximately $72.46M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 4/30/2024 by MarketBeat.com Staff

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