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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -223,801 | -9.0% | 2,250,321 | $110.42M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -29,015 | -72.3% | 11,138 | $546.54K | Q2 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -461 | -0.9% | 52,255 | $2.56M | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Sell | -73,809 | -88.3% | 9,784 | $480.10K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -1,820 | -12.6% | 12,641 | $620.30K | Q2 2026 | Aug 27, 2026 |
| Proficio Capital Partners Llc | Sell | -45,211 | -11.8% | 338,534 | $16.61M | Q2 2026 | Aug 17, 2026 |
| Lifetime Wealth Management P.C. | Sell | -2,175 | -3.6% | 58,054 | $2.85M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -1,251 | -48.9% | 1,307 | $64.13K | Q2 2026 | Aug 17, 2026 |
| Keel Point, Llc | Buy | +104,803 | — | 104,803 | $5.14M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -43,991 | -2.6% | 1,629,192 | $79.94M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -43,344 | -14.9% | 248,445 | $12.19M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -34,590 | -59.1% | 23,982 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +30,781 | — | 30,781 | $1.51M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +28,446 | — | 28,446 | $1.40M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -12,171 | -51.9% | 11,295 | $554.25K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +10,934 | — | 10,934 | $536.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +6,336 | +146.6% | 10,657 | $522.94K | Q2 2026 | Aug 14, 2026 |
| Caerus Investment Advisors, Llc | Buy | +4,811 | — | 4,811 | $236.08K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Sell | -3,860 | -23.5% | 12,584 | $617.00K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +3,144 | +6.1% | 55,108 | $2.70M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +2,359 | +38.3% | 8,525 | $418.33K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +768 | +3.2% | 24,399 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +329 | — | 329 | $16.18K | Q2 2026 | Aug 14, 2026 |
| Strategy Asset Managers Llc | Buy | +227 | +2.2% | 10,399 | $510.28K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +27 | — | 27 | $1.31K | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Advisors, Llc | Buy | +6 | +0.0% | 19,170 | $940.68K | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, Llc | Sell | -263,824 | -47.2% | 295,184 | $14.48M | Q2 2026 | Aug 13, 2026 |
| Knightsbridge Asset Management, Llc | Buy | +128,729 | +15.7% | 947,880 | $46.51M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +65,131 | +10.0% | 714,426 | $35.06M | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Buy | +61,020 | +54.1% | 173,768 | $8.53M | Q2 2026 | Aug 13, 2026 |
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.