Who Owns Simplify MBS ETF (MTBA)?Hedge Fund & Institutional Holders

$50.11+0.13 (+0.26%)Financial ServicesNYSE_ARCA

Institutional Holders

149

as of QNaN NaN

Total Institutional Value

$822.8T

% of Float Held

—

QoQ Change in Holders

+149 / -0

Price History

MTBA — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
SEI INVESTMENTS CONew	2.9M	$146.1T	100.00%
ENVESTNET ASSET MANAGEMENT INCNew	1.9M	$96.8T	31.20%
WELLS FARGO & COMPANY/MNNew	1.6M	$77.8T	17.66%
MML INVESTORS SERVICES, LLCNew	1.4M	$71.7T	100.00%
Hilton Capital Management, LLCNew	1.2M	$57.7T	4.90%
EVERGREEN CAPITAL MANAGEMENT LLCNew	1.1M	$53.1T	1.78%
PEAK FINANCIAL ADVISORS LLCNew	369K	$18.5T	9.42%
Tortoise Investment Management, LLCNew	333K	$16.7T	1.74%
Morling Financial Advisors, LLCNew	300K	$15.1T	5.18%
Aprio Wealth Management, LLCNew	296K	$14.8T	1.86%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew	280K	$14.0T	26.86%
BAR HARBOR WEALTH MANAGEMENTNew	279K	$14.0T	0.93%
CI INVESTMENTS INC.New	271K	$13.6T	57.34%
Proficio Capital Partners LLCNew	262K	$13.1T	1.01%
Convergence Financial, LLCNew	253K	$12.7T	2.49%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	SEI INVESTMENTS CO	2,914,552	$146.1T	100.00%	New
2	ENVESTNET ASSET MANAGEMENT INC	1,929,742	$96.8T	31.20%	New
3	WELLS FARGO & COMPANY/MN	1,550,907	$77.8T	17.66%	New
4	MML INVESTORS SERVICES, LLC	1,429,216	$71.7T	100.00%	New
5	Hilton Capital Management, LLC	1,151,005	$57.7T	4.90%	New
6	EVERGREEN CAPITAL MANAGEMENT LLC	1,058,867	$53.1T	1.78%	New
7	PEAK FINANCIAL ADVISORS LLC	369,233	$18.5T	9.42%	New
8	Tortoise Investment Management, LLC	332,501	$16.7T	1.74%	New
9	Morling Financial Advisors, LLC	300,403	$15.1T	5.18%	New
10	Aprio Wealth Management, LLC	296,048	$14.8T	1.86%	New
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	280,134	$14.0T	26.86%	New
12	BAR HARBOR WEALTH MANAGEMENT	278,851	$14.0T	0.93%	New
13	CI INVESTMENTS INC.	271,440	$13.6T	57.34%	New
14	Proficio Capital Partners LLC	261,882	$13.1T	1.01%	New
15	Convergence Financial, LLC	253,338	$12.7T	2.49%	New
16	ROYAL BANK OF CANADA	234,111	$11.7T	2.45%	New
17	Heck Capital Advisors, LLC	223,760	$11.2T	1.26%	New
18	NWAM LLC	173,162	$8.7T	0.75%	New
19	FIRST AMERICAN TRUST, FSB	164,175	$8.2T	0.76%	New
20	Advocacy Wealth Management, LLC	157,976	$7.9T	0.54%	New
21	Ethos Financial Group, LLC	154,952	$7.8T	0.74%	New
22	COMMONWEALTH EQUITY SERVICES, LLC	153,697	$7.7T	10.91%	New
23	LHM, INC.	151,300	$7.6T	2.51%	New
24	TRUIST FINANCIAL CORP	136,171	$6.8T	10.92%	New
25	COMPASS CAPITAL CORP /MA/ /ADV	133,076	$6.6T	3.46%	New
26	LPL Financial LLC	97,403	$4.9T	1.90%	New
27	Andina Capital Management, LLC	97,249	$4.9T	3.47%	New
28	Priebe Wealth Holdings LLC	94,000	$4.7T	2.94%	New
29	Horizon Investments, LLC	93,543	$4.7T	0.14%	New
30	Private Advisor Group, LLC	88,763	$4.5T	26.92%	New
31	Whalen Wealth Management Inc.	79,548	$4.0T	2.66%	New
32	Park Edge Advisors, LLC	76,636	$3.8T	1.07%	New
33	BENJAMIN EDWARDS INC	73,657	$3.7T	51.57%	New
34	AE Wealth Management LLC	73,512	$3.7T	31.00%	New
35	Seneca House Advisors	73,251	$3.7T	1.56%	New
36	CITADEL ADVISORS LLC	63,184	$3.2T	0.60%	New
37	Narwhal Capital Management	58,322	$2.9T	0.26%	New
38	Orion Portfolio Solutions, LLC	57,604	$2.9T	28.53%	New
39	FIRST MANHATTAN CO. LLC.	50,000	$2.5T	7.31%	New
40	PRIVATE CLIENT SERVICES, LLC	49,386	$2.5T	1.22%	New
41	Anchor Investment Management, LLC	38,889	$1.9T	0.18%	New
42	Advisory Services Network, LLC	38,407	$1.9T	37.01%	New
43	Longview Financial Advisors, Inc.	38,131	$1.9T	1.64%	New
44	Geneos Wealth Management Inc.	0	$1.7T	0.04%	New
45	HARMONY ASSET MANAGEMENT LLC	33,650	$1.7T	0.71%	New
46	Breakwater Capital Group	33,489	$1.7T	0.30%	New
47	Calamos Advisors LLC	32,185	$1.6T	7.02%	New
48	CreativeOne Wealth, LLC	29,796	$1.5T	0.04%	New
49	BANK OF MONTREAL /CAN/	29,100	$1.5T	0.71%	New
50	Alpine Bank Wealth Management	28,675	$1.4T	0.23%	New

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As of QNaN NaN, 149 institutional investors hold MTBA (Simplify MBS ETF). The largest holder is SEI INVESTMENTS CO with $146.1T in shares. This quarter, 149 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own MTBA?

As of QNaN NaN, 149 institutional investors report holding MTBA (Simplify MBS ETF) in their 13F filings.

Who is the largest institutional holder of MTBA?

The largest institutional holder of MTBA is SEI INVESTMENTS CO with $146.1T in shares.

Is institutional ownership of MTBA increasing or decreasing?

This quarter, 149 institutions opened new positions in MTBA and 0 closed their positions.