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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)
68
Total
Institutional Inflows
(last 12 months)
$324.27M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$19.21M
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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
1/21/2025Park Edge Advisors LLC138,185$6.87M2.0%-29.8%1.063%
1/21/2025Andina Capital Management LLC105,253$5.23M4.3%-20.7%0.810%
1/21/2025Geneos Wealth Management Inc.7,377$367K0.0%N/A0.057%
1/21/2025RFG Advisory LLC25,069$1.25M0.0%-1.3%0.193%
1/21/2025Seneca House Advisors69,424$3.45M1.4%+67.2%0.534%
1/17/2025 Endeavor Private Wealth Inc.2,616$130K0.1%N/A0.020%
1/17/2025 Janney Montgomery Scott LLC61,140$3.04M0.0%N/A0.470%
1/17/2025 Sharp Financial Services LLC5,200$258K0.2%N/A0.040%
1/17/2025 Magnus Financial Group LLC4,488$223K0.0%-85.9%0.035%
1/17/2025 Dakota Wealth Management68,930$3.43M0.1%N/A0.530%
1/16/2025 Priebe Wealth Holdings LLC10,400$517K0.4%N/A0.080%
1/16/2025 Cambridge Advisors Inc.17,223$856K0.2%+15.1%0.132%
1/15/2025 Ameritas Advisory Services LLC39,575$1.97M0.1%+183.2%0.304%
1/15/2025 Edge Wealth Management LLC120,317$5.98M1.2%+605.5%0.926%
1/14/2025 Smith Anglin Financial LLC4,586$228K0.0%N/A0.035%
1/14/2025 Peak Financial Advisors LLC361,213$17.95M9.3%-8.4%2.779%
1/14/2025 Hart & Patterson Financial Group LLC67,974$3.38M1.6%+3.7%0.523%
1/13/2025 Bar Harbor Wealth Management170,519$8.47M0.6%+238.5%1.312%
1/13/2025 First National Bank Sioux Falls5,991$298K0.1%N/A0.046%
1/13/2025 Wedmont Private Capital5,349$263K0.0%N/A0.041%
1/13/2025 Brookstone Capital Management16,845$837K0.0%N/A0.130%
1/13/2025 Aprio Wealth Management LLC207,086$10.29M1.5%+16.9%1.593%
1/8/2025 Private Client Services LLC49,393$2.45M1.3%+4.1%0.380%
1/6/2025 Ables Iannone Moore & Associates Inc.4,355$216K0.1%+5.7%0.034%
12/26/2024JPMorgan Chase & Co.110,772$5.70M0.0%N/A0.852%
11/25/2024Sanctuary Advisors LLC118,073$5.92M0.0%N/A0.908%
11/21/2024Anchor Investment Management LLC30,400$1.57M0.1%+44.1%0.234%
11/15/2024MML Investors Services LLC1,189,169$61.22M0.2%+21.1%9.147%
11/15/2024Orion Portfolio Solutions LLC61,834$3.18M0.1%N/A0.476%
11/15/2024Jane Street Group LLC13,459$693K0.0%-22.6%0.104%
11/15/2024Integrated Wealth Concepts LLC8,621$444K0.0%+15.4%0.066%
11/15/2024Harmony Asset Management LLC16,156$832K0.3%N/A0.124%
11/15/2024HighTower Advisors LLC9,934$508K0.0%+88.6%0.076%
11/15/2024Benjamin Edwards Inc.40,884$2.11M0.0%N/A0.314%
11/14/2024Verition Fund Management LLC40,000$2.06M0.0%+11.1%0.308%
11/13/2024Townsquare Capital LLC14,293$736K0.0%N/A0.110%
11/12/2024Pekin Hardy Strauss Inc.141,161$7.27M0.9%+9.4%1.086%
11/12/2024Cahill Financial Advisors Inc.14,295$736K0.1%N/A0.110%
11/12/2024Nwam LLC76,031$3.91M0.2%N/A0.585%
11/12/2024Investors Research Corp886$46K0.0%N/A0.007%
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11/8/2024Hilton Capital Management LLC770,308$39.66M3.1%N/A5.925%
11/6/2024Mill Creek Capital Advisors LLC903,132$46.49M1.1%+0.9%6.947%
11/6/2024Simplify Asset Management Inc.1,075,137$55.35M2.6%+21.6%8.270%
11/4/2024Venturi Wealth Management LLC15,606$803K0.0%-9.9%0.120%
11/1/2024Proficio Capital Partners LLC293,650$15.12M1.5%+1,942.1%2.259%
11/1/2024Beckerman Institutional LLC18,262$940K0.8%N/A0.140%
10/25/2024Andina Capital Management LLC132,737$6.83M5.2%+24.8%1.021%
10/24/2024Leuthold Group LLC273,375$14.07M1.5%+47.1%2.103%
10/24/2024Park Edge Advisors LLC196,799$10.13M2.9%+15.7%1.514%
10/24/2024J.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%
10/24/2024PFG Investments LLC6,316$325K0.0%N/A0.049%
10/23/2024 Cambridge Advisors Inc.14,967$771K0.2%+6.1%0.115%
10/22/2024Private Advisor Group LLC44,452$2.29M0.0%+342.3%0.342%
10/22/2024Narwhal 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%
10/16/2024BOS 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%
10/5/2024Seneca 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%
9/20/2024Anchor Investment Management LLC21,100$1.06M0.1%+486.1%0.162%
8/16/2024Straight Path Wealth Management5,160$260K0.1%+22.6%0.040%
8/14/2024Mill Creek Capital Advisors LLC895,429$45.09M1.1%+6.6%6.888%
8/14/2024Evergreen Capital Management LLC427,345$21.52M0.8%+153.5%3.287%
8/13/2024Simplify Asset Management Inc.884,453$44.54M3.0%N/A6.803%
8/12/2024Leuthold Group LLC185,792$9.36M1.1%N/A1.429%
8/9/2024Pekin Hardy Strauss Inc.129,005$6.50M0.9%-4.4%0.992%
8/8/2024J.W. Cole Advisors Inc.19,060$960K0.0%N/A0.147%
8/8/2024Envestnet Asset Management Inc.951,569$47.92M0.0%+16.0%7.320%
8/7/2024Wedbush Securities Inc.18,099$911K0.0%+4.0%0.139%
8/6/2024Mount Lucas Management LP61,500$3.10M0.9%-1.4%0.473%
8/6/2024Narwhal Capital Management33,688$1.70M0.2%N/A0.259%
8/5/2024Private Advisor Group LLC10,050$506K0.0%+93.3%0.077%
8/2/2024 Magnus Financial Group LLC22,335$1.13M0.1%N/A0.172%
8/2/2024Tortoise 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%
7/29/2024Whittier Trust Co.4,918$248K0.0%N/A0.038%
7/26/2024Park Edge Advisors LLC170,162$8.57M2.6%+14.7%1.309%
7/25/2024Calamos 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%
7/16/2024Andina Capital Management LLC106,329$5.36M4.0%-3.8%0.818%
7/13/2024Seneca House Advisors32,574$1.64M0.7%+47.3%0.251%
January 29th - the next big trading catalyst to watch (Ad)

Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO the market… Unleashing more explosive moves than ever before.

So please watch this video now before the hammer falls and it’s too late.
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%
7/9/2024Kingswood Wealth Advisors LLC8,106$408K0.0%N/A0.062%
5/14/2024CreativeOne Wealth LLC29,133$1.48M0.1%N/A0.224%
5/11/2024Ironsides Asset Advisors LLC13,865$706K0.2%N/A0.107%
5/10/2024Nwam LLC49,777$2.51M0.2%N/A0.473%
5/7/2024Cove Street Capital LLC7,700$392K0.1%N/A0.073%
5/3/2024Proficio Capital Partners LLC7,940$404K0.0%N/A0.075%
5/2/2024Almanack Investment Partners LLC.74,149$3.78M0.6%+23.6%0.704%
(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, 71 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 ($17.95M).Learn more on MTBA's institutional investors.

Which institutional investors have been buying Simplify MBS ETF stock?

Of the 69 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), Bar Harbor Wealth Management ($385.50K), Proficio Capital Partners LLC ($287.21K), Leuthold Group LLC ($273.38K), and Evergreen Capital Management LLC ($258.77K).

How much institutional buying is happening at Simplify MBS ETF?

Institutional investors have bought a total of 6,387,665 shares in the last 24 months. This purchase volume represents approximately $325.40M in transactions.

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

Of the 10 institutional investors that sold Simplify MBS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bar Harbor Wealth Management ($214.98K), Park Edge Advisors LLC ($58.61K), Peak Financial Advisors LLC ($33.07K), Andina Capital Management LLC ($31.66K), Magnus Financial Group LLC ($27.43K), Pekin Hardy Strauss Inc. ($5.89K), and Jane Street Group LLC ($3.94K).

How much institutional selling is happening at Simplify MBS ETF?

Institutional investors have sold a total of 378,482 shares in the last 24 months. This volume of shares sold represents approximately $19.21M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 1/22/2025 by MarketBeat.com Staff
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