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Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$49.06 0.00 (0.00%)
As of 07/2/2026 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)
127
Total
Institutional Inflows
(last 12 months)
$284.66M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$85.57M
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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
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%
5/5/2026Harmony 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%
5/5/2026Nwam 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%
5/4/2026Citizens 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%
4/28/2026Revisor 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%
4/23/2026Peak 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%
4/22/2026Realta Investment Advisors3,400$168K0.1%N/A0.010%
4/22/2026Venturi Wealth Management LLC10,668$528K0.0%-30.5%0.031%
4/21/2026Maridea Wealth Management LLC19,470$963K0.1%+45.6%0.057%
4/20/2026Longview 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%
4/20/2026Park 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%
4/20/2026Breakwater Capital Group112,595$5.57M0.7%+31.0%0.332%
4/18/2026Nautilus Advisors LLC12,846$635K0.4%-44.6%0.038%
4/18/2026Bar 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%
4/16/2026Cambridge Advisors Inc.19,506$965K0.2%+1.9%0.057%
4/16/2026Founders Financial Securities LLC5,708$284K0.0%+4.5%0.017%
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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%
2/12/2026Mosley 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%
2/11/2026J.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%
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%
2/6/2026Prevail 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%
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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%
2/6/2026Envestnet 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%
2/4/2026Independent Advisor Alliance4,340$219K0.0%N/A0.013%
2/4/2026Seelaus Asset Management LLC5,322$268K0.2%+8.9%0.016%
2/4/2026Meridian Wealth Management LLC5,021$253K0.0%-73.9%0.015%
2/4/2026Nwam LLC142,072$7.19M0.4%-0.5%0.422%
2/3/2026MGO One Seven LLC6,665$336K0.0%N/A0.020%


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 5,664,355 shares in the last 24 months. This purchase volume represents approximately $284.66M in transactions.

Of the 58 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 1,705,883 shares in the last 24 months. This volume of shares sold represents approximately $85.57M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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