SIMPLIFY MBS ETF (MTBA) Institutional Ownership Changes & 13F Activity

SIMPLIFY MBS ETF (MTBA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include L2 Asset Management, Llc, Envestnet Asset Management Inc, Knightsbridge Asset Management, Llc, Keel Point, Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-223,801-9.0%2,250,321$110.42MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-29,015-72.3%11,138$546.54KQ2 2026Sep 23, 2026
Anchor Investment Management, LlcSell-461-0.9%52,255$2.56MQ2 2026Sep 15, 2026
Citadel Advisors LlcSell-73,809-88.3%9,784$480.10KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-1,820-12.6%12,641$620.30KQ2 2026Aug 27, 2026
Proficio Capital Partners LlcSell-45,211-11.8%338,534$16.61MQ2 2026Aug 17, 2026
Lifetime Wealth Management P.C.Sell-2,175-3.6%58,054$2.85MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-1,251-48.9%1,307$64.13KQ2 2026Aug 17, 2026
Keel Point, LlcBuy+104,803104,803$5.14MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-43,991-2.6%1,629,192$79.94MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-43,344-14.9%248,445$12.19MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-34,590-59.1%23,982$1.18MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+30,78130,781$1.51MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+28,44628,446$1.40MQ2 2026Aug 14, 2026
&PartnersSell-12,171-51.9%11,295$554.25KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+10,93410,934$536.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+6,336+146.6%10,657$522.94KQ2 2026Aug 14, 2026
Caerus Investment Advisors, LlcBuy+4,8114,811$236.08KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-3,860-23.5%12,584$617.00KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+3,144+6.1%55,108$2.70MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+2,359+38.3%8,525$418.33KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+768+3.2%24,399$1.20MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+329329$16.18KQ2 2026Aug 14, 2026
Strategy Asset Managers LlcBuy+227+2.2%10,399$510.28KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2727$1.31KQ2 2026Aug 14, 2026
Legacy Wealth Advisors, LlcBuy+6+0.0%19,170$940.68KQ2 2026Aug 14, 2026
L2 Asset Management, LlcSell-263,824-47.2%295,184$14.48MQ2 2026Aug 13, 2026
Knightsbridge Asset Management, LlcBuy+128,729+15.7%947,880$46.51MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+65,131+10.0%714,426$35.06MQ2 2026Aug 13, 2026
Tidal Investments LlcBuy+61,020+54.1%173,768$8.53MQ2 2026Aug 13, 2026
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Frequently asked questions about MTBA activity

  • Which institutional owners are buying MTBA?

    Institutional owners buying MTBA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MTBA activity?

    "Buy" means an investor increased their reported position in MTBA compared to the prior reporting period. This reflects growing exposure to SIMPLIFY MBS ETF (MTBA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MTBA increasing?

    Institutional interest in MTBA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.