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Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$49.26 +0.04 (+0.08%)
As of 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)
139
Total
Institutional Inflows
(last 12 months)
$330.54M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$132.25M
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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
5/5/2026Bank 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%
5/5/2026 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%
3/17/2026Rockefeller 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%
2/18/2026Strive Financial Group LLC2,769$140K0.1%N/A0.008%
2/18/2026NewEdge Advisors LLC10,260$517K0.0%+53.6%0.030%
2/18/2026 Evolve Private Wealth LLC3,993$201K0.0%N/A0.012%
2/17/2026Osaic Holdings Inc.18,746$945K0.0%+4.2%0.055%
2/17/2026Advisory Services Network LLC46,103$2.32M0.0%+7.0%0.136%
2/17/2026Legacy Wealth Advisors LLC19,158$966K0.6%N/A0.057%
2/17/2026 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%
2/16/2026Arax 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%
2/12/2026Hilton 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%
2/12/2026Ironsides Asset Advisors LLC6,898$348K0.1%-5.1%0.020%
2/12/2026Steward Partners Investment Advisory LLC7,266$366K0.0%-5.8%0.022%
2/12/2026 Wedbush 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%
2/12/2026 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%
2/12/2026Principal Securities Inc.14,485$730K0.0%+8.3%0.043%
2/12/2026 Mosley Wealth Management5,006$253K0.1%N/A0.015%
2/11/2026 Janney 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%
2/11/2026 GFS 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%
2/11/2026 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%
2/11/2026Convergence Financial LLC392,856$19.80M2.9%+19.5%1.163%
2/11/2026 Continuum Advisory LLC44,510$2.24M0.2%-45.7%0.132%
2/10/2026Fort Sheridan Advisors LLC15,157$764K0.1%+29.9%0.045%
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%
2/6/2026Harmony 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%
2/6/2026 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%
2/4/2026Independent Advisor Alliance4,340$219K0.0%N/A0.013%
2/4/2026 Seelaus Asset Management LLC5,322$268K0.2%+8.9%0.016%
2/4/2026Meridian Wealth Management LLC5,021$253K0.0%-73.9%0.015%
2/4/2026 Nwam LLC142,072$7.19M0.4%-0.5%0.422%
2/3/2026MGO 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%
2/2/2026 Truist Financial Corp82,548$4.16M0.0%+8.5%0.245%
2/2/2026Vawter Financial Ltd.4,975$251K0.1%N/A0.015%
2/2/2026Horizon Investments LLC282,872$14.19M0.2%+1.5%0.841%
1/30/2026Pekin Hardy Strauss Inc.358,640$18.08M1.7%+28.1%1.066%


MTBA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTBA shares?

During the previous two years, 193 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.

Which institutional investors have been buying Simplify MBS ETF's stock?

Of the 182 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), CreativeOne Wealth LLC ($614.07K), and Evergreen Capital Management LLC ($591.30K).

How much institutional buying is happening at Simplify MBS ETF?

Institutional investors have bought a total of 6,577,404 shares in the last 24 months. This purchase volume represents approximately $330.54M in transactions.

Which of Simplify MBS ETF's major shareholders have been selling company stock?

Of the 62 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: Municipal Employees Retirement System of Michigan ($760.76K), Hilton Capital Management LLC ($255.08K), Advocacy Wealth Management LLC ($162.32K), Peak Financial Advisors LLC ($118.80K), Jane Street Group LLC ($98.12K), Heck Capital Advisors LLC ($92.45K), and Park Edge Advisors LLC ($81.01K).

How much institutional selling is happening at Simplify MBS ETF?

Institutional investors have sold a total of 2,636,778 shares in the last 24 months. This volume of shares sold represents approximately $132.25M in transactions.


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