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 (Q1 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, Tidal Investments Llc, Proficio Capital Partners Llc, Knightsbridge Asset Management, Llc, and Lifetime Wealth Management P.C..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -41,198 | -2.4% | 1,673,183 | $82.76M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +51,964 | — | 51,964 | $2.57M | Q1 2026 | May 19, 2026 |
| L2 Asset Management, Llc | Buy | +286,454 | +105.1% | 559,008 | $27.65M | Q1 2026 | May 15, 2026 |
| Tidal Investments Llc | Sell | -178,893 | -61.3% | 112,748 | $5.58M | Q1 2026 | May 15, 2026 |
| Knightsbridge Asset Management, Llc | Buy | +135,950 | +19.9% | 819,151 | $40.52M | Q1 2026 | May 15, 2026 |
| Lifetime Wealth Management P.C. | Buy | +60,229 | — | 60,229 | $2.98M | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +40,237 | +6.6% | 649,295 | $32.11M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +39,933 | +91.5% | 83,593 | $4.13M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +39,859 | +15.8% | 291,789 | $14.43M | Q1 2026 | May 15, 2026 |
| Horizon Investments, Llc | Buy | +18,466 | +6.5% | 301,338 | $14.83M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +14,461 | — | 14,461 | $715.22K | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, Llc | Buy | +14,052 | +1.7% | 855,402 | $42.31M | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +13,446 | — | 13,446 | $665.07K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +9,873 | +94.9% | 20,274 | $1.00M | Q1 2026 | May 15, 2026 |
| Vident Advisory, Llc | Buy | +8,848 | — | 8,848 | $437.62K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -8,590 | -27.4% | 22,772 | $1.13M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -5,710 | -12.4% | 40,393 | $2.00M | Q1 2026 | May 15, 2026 |
| Ancora Advisors Llc | Buy | +5,000 | +29.4% | 22,000 | $1.09M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +4,885 | +26.1% | 23,631 | $1.17M | Q1 2026 | May 15, 2026 |
| Osbon Capital Management Llc | Buy | +4,766 | — | 4,766 | $235.73K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +4,223 | — | 4,223 | $208.87K | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Sell | -1,498 | -8.3% | 16,444 | $813.00K | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -683 | -2.8% | 23,466 | $1.16M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -235 | -19.5% | 973 | $48.13K | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,Llc | Sell | -211 | -7.6% | 2,558 | $127.00K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +65 | — | 65 | $3.21K | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners Llc | Sell | -167,510 | -30.4% | 383,745 | $18.98M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +24,345 | +649.2% | 28,095 | $1.39M | Q1 2026 | May 14, 2026 |
| Evergreen Capital Management Llc | Sell | -6,451 | -0.6% | 1,061,848 | $52.52M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +4,321 | — | 4,321 | $213.72K | Q1 2026 | May 14, 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.