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Simplify MBS ETF (MTBA) Institutional Ownership

$49.90 +0.15 (+0.30%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for Simplify MBS ETF (NYSEARCA:MTBA)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$294.63M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$11.91M
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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
11/25/2024 Sanctuary Advisors LLC118,073$5.92M0.0%N/A0.908%
11/21/2024 Anchor Investment Management LLC30,400$1.57M0.1%+44.1%0.234%
11/15/2024 MML Investors Services LLC1,189,169$61.22M0.2%+21.1%9.147%
11/15/2024 Orion Portfolio Solutions LLC61,834$3.18M0.1%N/A0.476%
11/15/2024 Jane Street Group LLC13,459$693K0.0%-22.6%0.104%
11/15/2024 Integrated Wealth Concepts LLC8,621$444K0.0%+15.4%0.066%
11/15/2024 Harmony Asset Management LLC16,156$832K0.3%N/A0.124%
11/15/2024 HighTower Advisors LLC9,934$508K0.0%+88.6%0.076%
11/15/2024 Benjamin Edwards Inc.40,884$2.11M0.0%N/A0.314%
11/14/2024 Verition Fund Management LLC40,000$2.06M0.0%+11.1%0.308%
11/13/2024 Townsquare Capital LLC14,293$736K0.0%N/A0.110%
11/12/2024 Pekin Hardy Strauss Inc.141,161$7.27M0.9%+9.4%1.086%
11/12/2024 Cahill Financial Advisors Inc.14,295$736K0.1%N/A0.110%
11/12/2024 Nwam LLC76,031$3.91M0.2%N/A0.585%
11/12/2024 Investors Research Corp886$46K0.0%N/A0.007%
11/8/2024 Hilton Capital Management LLC770,308$39.66M3.1%N/A5.925%
11/6/2024 Mill Creek Capital Advisors LLC903,132$46.49M1.1%+0.9%6.947%
11/6/2024 Simplify Asset Management Inc.1,075,137$55.35M2.6%+21.6%8.270%
11/4/2024 Venturi Wealth Management LLC15,606$803K0.0%-9.9%0.120%
11/1/2024 Proficio Capital Partners LLC293,650$15.12M1.5%+1,942.1%2.259%
11/1/2024 Beckerman Institutional LLC18,262$940K0.8%N/A0.140%
10/25/2024 Andina Capital Management LLC132,737$6.83M5.2%+24.8%1.021%
10/24/2024 Leuthold Group LLC273,375$14.07M1.5%+47.1%2.103%
10/24/2024 Park Edge Advisors LLC196,799$10.13M2.9%+15.7%1.514%
10/24/2024 J.W. Cole Advisors Inc.54,382$2.80M0.1%+185.3%0.418%
10/24/2024 Wealth Enhancement Advisory Services LLC107,470$5.53M0.0%+890.3%0.827%
10/24/2024 PFG Investments LLC6,316$325K0.0%N/A0.049%
10/23/2024 Cambridge Advisors Inc.14,967$771K0.2%+6.1%0.115%
10/22/2024 Private Advisor Group LLC44,452$2.29M0.0%+342.3%0.342%
10/22/2024 Narwhal Capital Management48,135$2.48M0.2%+42.9%0.370%
10/17/2024 Bar Harbor Wealth Management50,369$2.59M0.2%-81.0%0.387%
10/16/2024 BOS Asset Management LLC14,730$758K0.3%N/A0.113%
10/15/2024 Magnus Financial Group LLC31,915$1.64M0.2%+42.9%0.246%
10/15/2024 Edge Wealth Management LLC17,055$878K0.2%N/A0.131%
10/10/2024 Hart & Patterson Financial Group LLC65,557$3.38M1.6%N/A0.504%
10/10/2024 Peak Financial Advisors LLC394,281$20.30M10.4%+1.2%3.033%
10/8/2024 Aprio Wealth Management LLC177,214$9.12M1.5%+8.3%1.363%
10/5/2024 Seneca House Advisors41,527$2.14M0.9%+27.5%0.319%
10/3/2024 Private Client Services LLC47,466$2.44M1.3%N/A0.365%
10/2/2024 Ables Iannone Moore & Associates Inc.4,119$212K0.1%N/A0.032%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

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9/20/2024 Anchor Investment Management LLC21,100$1.06M0.1%+486.1%0.162%
8/16/2024 Straight Path Wealth Management5,160$260K0.1%+22.6%0.040%
8/14/2024 Mill Creek Capital Advisors LLC895,429$45.09M1.1%+6.6%6.888%
8/14/2024 Evergreen Capital Management LLC427,345$21.52M0.8%+153.5%3.287%
8/13/2024 Simplify Asset Management Inc.884,453$44.54M3.0%N/A6.803%
8/12/2024 Leuthold Group LLC185,792$9.36M1.1%N/A1.429%
8/9/2024 Pekin Hardy Strauss Inc.129,005$6.50M0.9%-4.4%0.992%
8/8/2024 J.W. Cole Advisors Inc.19,060$960K0.0%N/A0.147%
8/8/2024 Envestnet Asset Management Inc.951,569$47.92M0.0%+16.0%7.320%
8/7/2024 Wedbush Securities Inc.18,099$911K0.0%+4.0%0.139%
8/6/2024 Mount Lucas Management LP61,500$3.10M0.9%-1.4%0.473%
8/6/2024 Narwhal Capital Management33,688$1.70M0.2%N/A0.259%
8/5/2024 Private Advisor Group LLC10,050$506K0.0%+93.3%0.077%
8/2/2024 Magnus Financial Group LLC22,335$1.13M0.1%N/A0.172%
8/2/2024 Tortoise Investment Management LLC2,135$108K0.0%N/A0.016%
7/31/2024Commonwealth Equity Services LLC130,962$6.60M0.0%+2.0%1.007%
7/29/2024 Ameritas Advisory Services LLC42,500$2.14M0.1%+52.3%0.327%
7/29/2024 Whittier Trust Co.4,918$248K0.0%N/A0.038%
7/26/2024 Park Edge Advisors LLC170,162$8.57M2.6%+14.7%1.309%
7/25/2024 Calamos Advisors LLC5,148$259K0.0%+16.7%0.040%
7/17/2024Narus Financial Partners LLC4,213$212K0.1%N/A0.032%
7/17/2024 Bar Harbor Wealth Management265,351$13.36M0.9%+38.0%2.041%
7/16/2024 Wealth Enhancement Advisory Services LLC10,852$547K0.0%N/A0.083%
7/16/2024 Andina Capital Management LLC106,329$5.36M4.0%-3.8%0.818%
7/13/2024 Seneca House Advisors32,574$1.64M0.7%+47.3%0.251%
7/12/2024 Peak Financial Advisors LLC389,593$19.62M11.3%+30.2%2.997%
7/11/2024 Cambridge Advisors Inc.14,109$711K0.2%+12.1%0.109%
7/10/2024 Aprio Wealth Management LLC163,621$8.24M1.5%+9.1%1.259%
7/9/2024 Kingswood Wealth Advisors LLC8,106$408K0.0%N/A0.062%
5/14/2024 CreativeOne Wealth LLC29,133$1.48M0.1%N/A0.224%
5/11/2024 Ironsides Asset Advisors LLC13,865$706K0.2%N/A0.107%
5/10/2024 Nwam LLC49,777$2.51M0.2%N/A0.473%
5/7/2024 Cove Street Capital LLC7,700$392K0.1%N/A0.073%
5/3/2024 Proficio Capital Partners LLC7,940$404K0.0%N/A0.075%
5/2/2024 Almanack Investment Partners LLC.74,149$3.78M0.6%+23.6%0.704%
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%
2/15/2024 BlueCrest Capital Management Ltd195,576$10.11M0.4%N/A0.000%
2/9/2024 BlackDiamond Wealth Management LLC47,259$2.41M1.8%N/A0.000%
2/7/2024 Almanack Investment Partners LLC.60,006$3.10M0.4%N/A0.000%
2/7/2024 Mount Lucas Management LP61,750$3.19M0.9%N/A0.000%
2/5/2024 Andina Capital Management LLC89,548$4.63M4.0%N/A0.000%
2/5/2024 Pekin Hardy Strauss Inc.92,515$4.78M0.7%N/A0.000%
1/23/2024 Venturi Wealth Management LLC900$47K0.0%N/A0.000%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
1/17/2024 Cambridge Advisors Inc.9,700$501K0.1%N/A0.000%
1/16/2024JTC 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, 60 institutional investors and hedge funds held shares of Simplify MBS ETF. The most heavily invested institutionals were MML Investors Services LLC ($61.22M), Simplify Asset Management Inc. ($55.35M), Envestnet Asset Management Inc. ($47.92M), Mill Creek Capital Advisors LLC ($46.49M), Hilton Capital Management LLC ($39.66M), Evergreen Capital Management LLC ($21.52M), and Peak Financial Advisors LLC ($20.30M).Learn more on MTBA's institutional investors.

Which institutional investors have been buying Simplify MBS ETF stock?

Of the 59 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: Simplify Asset Management Inc. ($1.08M), Hilton Capital Management LLC ($770.31K), Peak Financial Advisors LLC ($394.28K), Proficio Capital Partners LLC ($287.21K), Leuthold Group LLC ($273.38K), Bar Harbor Wealth Management ($265.35K), and Evergreen Capital Management LLC ($258.77K).

How much institutional buying is happening at Simplify MBS ETF?

Institutional investors have bought a total of 5,772,488 shares in the last 24 months. This purchase volume represents approximately $294.63M in transactions.

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

The following institutional investors have sold Simplify MBS ETF stock in the last 24 months: Bar Harbor Wealth Management ($214.98K), Pekin Hardy Strauss Inc. ($5.89K), Andina Capital Management LLC ($4.17K), Jane Street Group LLC ($3.94K), Venturi Wealth Management LLC ($1.71K), and Mount Lucas Management LP ($860.00).

How much institutional selling is happening at Simplify MBS ETF?

Institutional investors have sold a total of 231,547 shares in the last 24 months. This volume of shares sold represents approximately $11.91M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 12/22/2024 by MarketBeat.com Staff
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