| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 104,619 | $5.20M | 0.0% | -2.7% | 0.342% | |
| 2/25/2025 | Heck Capital Advisors LLC | 231,268 | $11.49M | 0.7% | N/A | 1.779% | |
| 2/18/2025 | Harmony Asset Management LLC | 30,650 | $1.52M | 0.6% | +89.7% | 0.236% | |
| 2/17/2025 | Family Management Corp | 209,053 | $10.39M | 1.7% | +19.3% | 1.608% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 13,649 | $678K | 0.1% | -4.5% | 0.105% | |
| 2/17/2025 | Bank of America Corp DE | 7,945 | $395K | 0.0% | +156.6% | 0.061% | |
| 2/17/2025 | Benjamin Edwards Inc. | 42,301 | $2.10M | 0.0% | +3.5% | 0.325% | |
| 2/17/2025 | Ancora Advisors LLC | 17,000 | $845K | 0.0% | +41.7% | 0.131% | |
| 2/17/2025 | Advocacy Wealth Management Services LLC | 154,903 | $7.70M | 0.6% | N/A | 1.192% | |
| 2/14/2025 | Whitebox Advisors LLC | 11,306 | $562K | 0.0% | N/A | 0.087% | |
Get the Latest News and Ratings for MTBA and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Simplify MBS ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 2/14/2025 | Comerica Bank | 3,000 | $149K | 0.0% | +71.6% | 0.023% | |
| 2/14/2025 | Lido Advisors LLC | 4,977 | $247K | 0.0% | -5.3% | 0.038% | |
| 2/14/2025 | Knightsbridge Asset Management LLC | 557,743 | $27.71M | 6.4% | +13.6% | 4.290% | |
| 2/14/2025 | Two Sigma Securities LLC | 4,151 | $206K | 0.0% | N/A | 0.032% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 9,980 | $496K | 0.0% | N/A | 0.077% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,159 | $455K | 0.0% | +6.2% | 0.070% | |
| 2/14/2025 | MML Investors Services LLC | 1,315,487 | $65.37M | 0.2% | +10.6% | 10.119% | |
| 2/13/2025 | NewEdge Advisors LLC | 15,864 | $788K | 0.0% | +13.0% | 0.122% | |
| 2/13/2025 | Evergreen Capital Management LLC | 741,880 | $36.86M | 1.2% | -8.6% | 5.707% | |
| 2/13/2025 | Anchor Investment Management LLC | 34,289 | $1.70M | 0.2% | +12.8% | 0.264% | |
| 2/13/2025 | CreativeOne Wealth LLC | 28,718 | $1.43M | 0.0% | +1.3% | 0.221% | |
| 2/13/2025 | Townsquare Capital LLC | 17,915 | $890K | 0.0% | +25.3% | 0.138% | |
| 2/13/2025 | Advisory Services Network LLC | 29,332 | $1.46M | 0.0% | N/A | 0.226% | |
| 2/13/2025 | Wedbush Securities Inc. | 18,729 | $931K | 0.0% | -10.9% | 0.144% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,582,933 | $78.66M | 0.0% | +9.8% | 12.176% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,567,191 | $77.87M | 0.0% | -3.8% | 12.055% | |
| 2/12/2025 | Huntington National Bank | 886 | $44K | 0.0% | +1,510.9% | 0.007% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,538 | $921K | 0.0% | -76.4% | 0.143% | |
| 2/12/2025 | Watchman Group Inc. | 580,926 | $28.87M | 7.6% | +4.8% | 4.469% | |
| 2/12/2025 | Schroder Investment Management Group | 27,982 | $1.39M | 0.0% | +9.3% | 0.215% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 57,604 | $2.86M | 0.0% | -6.8% | 0.443% | |
| 2/12/2025 | JPMorgan Chase & Co. | 118,452 | $5.89M | 0.0% | +6.9% | 0.911% | |
| 2/11/2025 | First American Trust FSB | 152,175 | $7.56M | 0.8% | +13.7% | 1.171% | |
| 2/11/2025 | LPL Financial LLC | 57,757 | $2.87M | 0.0% | +278.8% | 0.444% | |
| 2/11/2025 | Sei Investments Co. | 2,921,363 | $145.17M | 0.2% | +4.0% | 22.472% | |
| 2/10/2025 | Horizon Investments LLC | 92,645 | $4.58M | 0.1% | +2.5% | 0.713% | |
| 2/10/2025 | BlackDiamond Wealth Management LLC | 44,449 | $2.21M | 1.3% | -11.6% | 0.342% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 29,114 | $1.45M | 0.0% | -4.6% | 0.224% | |
| 2/10/2025 | Hutchinson Capital Management CA | 133,457 | $6.63M | 1.3% | N/A | 1.027% | |
| 2/10/2025 | Hilton Capital Management LLC | 662,815 | $32.94M | 2.8% | -14.0% | 5.099% | |
Trump’s betrayal exposed (Ad) Trump’s Final Reset
Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now. Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma |
| 2/10/2025 | Commonwealth Equity Services LLC | 152,311 | $7.57M | 0.0% | +11.6% | 1.172% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 11,100 | $552K | 0.0% | N/A | 0.085% | |
| 2/7/2025 | HighTower Advisors LLC | 18,034 | $896K | 0.0% | +81.5% | 0.139% | |
| 2/7/2025 | Morling Financial Advisors LLC | 281,490 | $13.99M | 4.9% | N/A | 2.165% | |
| 2/7/2025 | Tortoise Investment Management LLC | 301,475 | $14.98M | 1.6% | +14.2% | 2.319% | |
| 2/7/2025 | Independent Advisor Alliance | 93,330 | $4.64M | 0.1% | N/A | 0.718% | |
| 2/7/2025 | K2 Financial Inc. | 24,229 | $1.19M | 1.2% | N/A | 0.186% | |
| 2/6/2025 | Ethos Financial Group LLC | 180,717 | $8.98M | 1.2% | N/A | 1.390% | |
| 2/6/2025 | LHM Inc. | 174,435 | $8.67M | 2.8% | +28.8% | 1.342% | |
| 2/6/2025 | Straight Path Wealth Management | 6,760 | $336K | 0.1% | +31.0% | 0.052% | |
| 2/6/2025 | Proficio Capital Partners LLC | 163,980 | $8.15M | 0.1% | -44.2% | 1.261% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 10,868 | $540K | 0.0% | +2.0% | 0.084% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,118 | $205K | 0.0% | +98.7% | 0.032% | |
| 2/5/2025 | Proficio Capital Partners LLC | 8,119,926 | $403.48M | 0.2% | +2,665.2% | 62.461% | |
| 2/5/2025 | Convergence Financial LLC | 236,472 | $11.75M | 2.3% | N/A | 1.819% | |
| 2/5/2025 | Nwam LLC | 138,623 | $6.89M | 0.4% | +82.3% | 1.066% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 10,000 | $497K | 0.3% | N/A | 0.077% | |
| 2/4/2025 | Bank of New York Mellon Corp | 83,159 | $4.13M | 0.0% | +189.2% | 0.640% | |
| 2/4/2025 | Pekin Hardy Strauss Inc. | 158,565 | $7.88M | 1.0% | +12.3% | 1.220% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 185,576 | $9.22M | 3.6% | N/A | 1.428% | |
| 2/3/2025 | Citizens National Bank Trust Department | 1,200 | $60K | 0.0% | N/A | 0.009% | |
| 2/3/2025 | Private Advisor Group LLC | 68,936 | $3.43M | 0.0% | +55.1% | 0.530% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 11,630 | $578K | 0.5% | N/A | 0.089% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,525 | $672K | 0.0% | N/A | 0.104% | |
| 1/31/2025 | Venturi Wealth Management LLC | 16,788 | $834K | 0.0% | +7.6% | 0.129% | |
| 1/31/2025 | Truist Financial Corp | 102,606 | $5.10M | 0.0% | -2.0% | 0.789% | |
| 1/31/2025 | Sanctuary Advisors LLC | 146,783 | $7.30M | 0.0% | +24.3% | 1.129% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 50,499 | $2.51M | 0.1% | -7.1% | 0.388% | |
| 1/30/2025 | Csenge Advisory Group | 10,366 | $515K | 0.0% | +5.3% | 0.080% | |
| 1/30/2025 | Principal Securities Inc. | 4,103 | $204K | 0.0% | +16.6% | 0.032% | |
| 1/29/2025 | Beckerman Institutional LLC | 31,433 | $1.56M | 1.3% | +72.1% | 0.242% | |
| 1/29/2025 | Mill Creek Capital Advisors LLC | 712,077 | $35.38M | 0.8% | -21.2% | 5.478% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 9,134 | $454K | 0.0% | +9.3% | 0.070% | |
| 1/28/2025 | Almanack Investment Partners LLC. | 180,717 | $8.98M | 1.4% | +17.4% | 1.390% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 8,967 | $446K | 0.0% | N/A | 0.069% | |
| 1/24/2025 | Calamos Advisors LLC | 11,232 | $558K | 0.0% | +118.2% | 0.086% | |
| 1/23/2025 | GFS Advisors LLC | 7,950 | $395K | 0.1% | N/A | 0.061% | |
| 1/22/2025 | Perigon Wealth Management LLC | 7,537 | $375K | 0.0% | +5.8% | 0.058% | |
| 1/22/2025 | Webster Bank N. A. | 1,000 | $50K | 0.0% | N/A | 0.008% | |
| 1/22/2025 | Narwhal Capital Management | 50,489 | $2.51M | 0.2% | +4.9% | 0.388% | |
| 1/21/2025 | Park Edge Advisors LLC | 138,185 | $6.87M | 2.0% | -29.8% | 1.063% | |
| 1/21/2025 | Andina Capital Management LLC | 105,253 | $5.23M | 4.3% | -20.7% | 0.810% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 7,377 | $367K | 0.0% | N/A | 0.057% | |
| 1/21/2025 | RFG Advisory LLC | 25,069 | $1.25M | 0.0% | -1.3% | 0.193% | |
| 1/21/2025 | Seneca House Advisors | 69,424 | $3.45M | 1.4% | +67.2% | 0.534% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 2,616 | $130K | 0.1% | N/A | 0.020% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 61,140 | $3.04M | 0.0% | N/A | 0.470% | |
| 1/17/2025 | Sharp Financial Services LLC | 5,200 | $258K | 0.2% | N/A | 0.040% | |
| 1/17/2025 | Magnus Financial Group LLC | 4,488 | $223K | 0.0% | -85.9% | 0.035% | |
| 1/17/2025 | Dakota Wealth Management | 68,930 | $3.43M | 0.1% | N/A | 0.530% | |
Now I look stupid. Real stupid... (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.  Here’s the full story for you. |
| 1/16/2025 | Priebe Wealth Holdings LLC | 10,400 | $517K | 0.4% | N/A | 0.080% | |
| 1/16/2025 | Cambridge Advisors Inc. | 17,223 | $856K | 0.2% | +15.1% | 0.132% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 39,575 | $1.97M | 0.1% | +183.2% | 0.304% | |
| 1/15/2025 | Edge Wealth Management LLC | 120,317 | $5.98M | 1.2% | +605.5% | 0.926% | |
| 1/14/2025 | Smith Anglin Financial LLC | 4,586 | $228K | 0.0% | N/A | 0.035% | |
| 1/14/2025 | Peak Financial Advisors LLC | 361,213 | $17.95M | 9.3% | -8.4% | 2.779% | |
| 1/14/2025 | Hart & Patterson Financial Group LLC | 67,974 | $3.38M | 1.6% | +3.7% | 0.523% | |
| 1/13/2025 | Bar Harbor Wealth Management | 170,519 | $8.47M | 0.6% | +238.5% | 1.312% | |
| 1/13/2025 | First National Bank Sioux Falls | 5,991 | $298K | 0.1% | N/A | 0.046% | |
| 1/13/2025 | Wedmont Private Capital | 5,349 | $263K | 0.0% | N/A | 0.041% | |
