Simplify MBS ETFMTBAETF
13F holders, Q1 2025 (March 31)152holders +8
27new positions
19sold out
1famous investor
$50.11avg. 13F price*
At the end of Q1 2025, 152 institutions reported holding Simplify MBS ETF (MTBA) in their 13F filings, up 8 from Q4 2024. 27 opened new positions and 19 sold out. The largest holders were Sei Investments Co. ($146.1M), Municipal Employees' Retirement System of Michigan ($119.3M) and Envestnet Asset Management Inc. ($96.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify MBS ETF
- CUSIP
- 82889N525
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.4M |
| Exits | 19 | $29.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,261,593 shares bought and 1,805,827 shares sold, net +1,455,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Sei Investments Co. | 0.19% | Reduce -0.2% | 2,914,552 | $146.1M |
| Municipal Employees' Retirement System of Michigan | 1.51% | Reduce -24.2% | 2,378,493 | $119.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +21.9% | 1,929,742 | $96.8M |
| Wells Fargo & Company | 0.02% | Reduce -1.0% | 1,550,907 | $77.8M |
| MML Investors Services, LLC | 0.24% | Add +8.7% | 1,429,216 | $71.7M |
| Hilton Capital Management, LLC | 4.90% | Add +73.7% | 1,151,005 | $57.7M |
| Evergreen Capital Management LLC | 1.78% | Add +42.7% | 1,058,867 | $53.1M |
| Mill Creek Capital Advisors, LLC | 0.90% | Add +3.5% | 737,341 | $37.0M |
| Watchman Group, Inc. | 9.92% | Add +21.5% | 705,768 | $35.4M |
| Knightsbridge Asset Management, LLC | 7.48% | Add +2.5% | 571,421 | $28.7M |
| Peak Financial Advisors LLC | 9.42% | Add +2.2% | 369,233 | $18.5M |
| Tortoise Investment Management, LLC | 1.74% | Add +10.3% | 332,501 | $16.7M |
| Morling Financial Advisors, LLC | 5.19% | Add +6.7% | 300,403 | $15.1M |
| Aprio Wealth Management, LLC | 1.86% | Add +43.0% | 296,048 | $14.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +167.8% | 280,134 | $14.0M |
| Bar Harbor Wealth Management | 0.93% | Add +63.5% | 278,851 | $14.0M |
| CI Investments Inc. | 0.06% | Reduce -9.4% | 271,440 | $13.6M |
| Proficio Capital Partners LLC | 1.01% | Add +59.7% | 261,882 | $13.1M |
| Convergence Financial, LLC | 2.49% | Add +7.1% | 253,338 | $12.7M |
| Royal Bank of Canada | 0.00% | Add +29.3% | 234,111 | $11.7M |
| Edge Wealth Management LLC | 2.31% | Add +88.8% | 227,114 | $11.4M |
| Heck Capital Advisors, LLC | 1.26% | Add +5.7% | 223,760 | $11.2M |
| Pekin Hardy Strauss, Inc. | 1.33% | Add +37.4% | 217,825 | $10.9M |
| Family Manage LLC | 1.70% | Reduce -1.6% | 205,702 | $10.3M |
| Hutchinson Capital Management | 1.88% | Add +46.9% | 196,047 | $9.8M |
| L2 Asset Management, LLC | 1.98% | Add +3.3% | 191,714 | $9.6M |
| Nwam LLC | 0.75% | Add +24.9% | 173,162 | $8.7M |
| First American Trust, FSB | 0.76% | Add +7.9% | 164,175 | $8.2M |
| Advocacy Wealth Management, LLC | 0.54% | Add +2.0% | 157,976 | $7.9M |
| Ethos Financial Group, LLC | 0.75% | Reduce -14.3% | 154,952 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 153,697 | $7.7M |
| Lhm, Inc. | 2.51% | Reduce -13.3% | 151,300 | $7.6M |
| Truist Financial Corp. | 0.01% | Add +32.7% | 136,171 | $6.8M |
| Compass Capital Corp. /Ma/ | 3.46% | Reduce -28.3% | 133,076 | $6.6M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -12.2% | 128,843 | $6.5M |
| Leuthold Group, LLC | 0.81% | Reduce -30.3% | 123,933 | $6.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +101.9% | 123,461 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 118,135 | $5.9M |
| LPL Financial LLC | 0.00% | Add +68.6% | 97,403 | $4.9M |
| Andina Capital Management, LLC | 3.47% | Reduce -7.6% | 97,249 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +66.5% | 95,919 | $4.8M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +66.5% | 95,919 | $4.8M |
| Priebe Wealth Holdings LLC | 2.94% | Add +803.9% | 94,000 | $4.7M |
| Horizon Investments, LLC | 0.14% | Add +1.0% | 93,543 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Add +28.8% | 88,763 | $4.5M |
| Whalen Wealth Management Inc. | 2.66% | New | 79,548 | $4.0M |
| Park Edge Advisors, LLC | 1.07% | Reduce -44.5% | 76,636 | $3.8M |
| Benjamin Edwards Inc. | 0.05% | Add +74.1% | 73,657 | $3.7M |
| AE Wealth Management LLC | 0.03% | Add +133558.2% | 73,512 | $3.7M |
| Seneca House Advisors | 1.57% | Add +5.5% | 73,251 | $3.7M |
| Citadel Advisors | 0.00% | Reduce -52.4% | 63,184 | $3.2M |
| Narwhal Capital Management | 0.26% | Add +15.5% | 58,322 | $2.9M |
| First Manhattan Co. Llc. | 0.01% | No change | 50,000 | $2.5M |
| Private Client Services, LLC | 1.22% | Reduce -0.0% | 49,386 | $2.5M |
| Anchor Investment Management, LLC | 0.18% | Add +13.4% | 38,889 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +30.9% | 38,407 | $1.9M |
| Longview Financial Advisors, Inc. | 1.64% | Add +227.9% | 38,131 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +25.2% | 36,459 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +273.0% | 34,073 | $1.7M |
| Harmony Asset Management LLC | 0.71% | Add +9.8% | 33,650 | $1.7M |
| Beckerman Institutional, LLC | 1.22% | Add +7.0% | 33,633 | $1.7M |
| Breakwater Capital Group | 0.30% | New | 33,489 | $1.7M |
| Calamos Advisors LLC | 0.01% | Add +186.6% | 32,185 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Add +3.8% | 29,796 | $1.5M |
| Bank of Montreal | 0.00% | New | 29,100 | $1.5M |
| Alpine Bank Wealth Management | 0.23% | — | 28,675 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +270.5% | 27,330 | $1.4M |
| K2 Financial Inc. | 1.25% | Add +5.5% | 25,573 | $1.3M |
| GK Wealth Management LLC | 1.58% | Add +23.7% | 25,156 | $1.3M |
| GFS Advisors, LLC | 0.24% | Add +196.7% | 23,590 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +22.4% | 22,934 | $1.1M |
| Nautilus Advisors LLC | 0.92% | Add +28.1% | 22,326 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +23.3% | 22,094 | $1.1M |
| &partners | 0.01% | Add +3.8% | 21,964 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +37.6% | 21,834 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +20.5% | 21,729 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -50.5% | 19,575 | $973K |
| First National Bank Sioux Falls | 0.38% | Add +212.7% | 18,732 | $939K |
| Smith, Moore & Co. | 0.08% | New | 18,253 | $915K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 17,770 | $891K |
| AlphaQ Advisors LLC | 2.13% | New | 17,719 | $888K |
| Ancora Advisors LLC | 0.02% | No change | 17,000 | $852K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -2.7% | 16,333 | $819K |
| Merit Financial Group, LLC | 0.01% | New | 16,035 | $804K |
| Cambridge Advisors Inc. | 0.17% | Reduce -7.6% | 15,921 | $798K |
| Citizens National Bank Trust Department | 0.17% | Add +1210.6% | 15,727 | $789K |
| BOS Asset Management, LLC | 0.25% | No change | 14,730 | $739K |
| Cove Street Capital, LLC | 1.15% | No change | 14,600 | $732K |
| Schroder Investment Management Group | 0.00% | Reduce -48.3% | 14,470 | $725K |
| Endeavor Private Wealth, Inc. | 0.36% | Add +403.1% | 13,160 | $660K |
| Marks Group Wealth Management, Inc | 0.06% | New | 12,577 | $631K |
| Morgan Stanley | 0.00% | Add +46.8% | 11,981 | $601K |
| Cahill Financial Advisors Inc. | 0.08% | Reduce -12.4% | 11,958 | $600K |
| Bank of America Corp. | 0.00% | Add +48.9% | 11,832 | $593K |
| Whitebox Advisors LLC | 0.05% | No change | 11,306 | $567K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 11,100 | $557K |
| Csenge Advisory Group | 0.03% | Add +5.6% | 10,950 | $546K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 10,760 | $540K |
| Jane Street Group, LLC | 0.00% | Add +21.1% | 10,765 | $540K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 10,757 | $539K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,332 | $518K |
| NorthCoast Asset Management LLC | 0.00% | No change | 9,980 | $500K |
| Cibc World Market Inc. | 0.00% | Add +9.5% | 8,985 | $451K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.2% | 8,982 | $450K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,643 | $433K |
| Lido Advisors, LLC | 0.00% | Add +65.3% | 8,229 | $413K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.6% | 7,188 | $360K |
| Knights of Columbus Asset Advisors LLC | 0.02% | New | 7,175 | $360K |
| Straight Path Wealth Management | 0.14% | Add +3.0% | 6,960 | $349K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +68.0% | 6,919 | $347K |
| PFG Investments, LLC | 0.02% | Add +3.9% | 6,665 | $334K |
| Comerica Bank | 0.00% | Add +111.7% | 6,352 | $318K |
| Ironsides Asset Advisors, LLC | 0.09% | Reduce -50.3% | 6,296 | $316K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 6,288 | $315K |
| Magnolia Private Wealth, LLC | 0.26% | Reduce -38.0% | 6,201 | $311K |
| Vigilare Wealth Management | 0.12% | New | 6,062 | $304K |
| Wedmont Private Capital | 0.01% | No change | 5,349 | $265K |
| Whittier Trust Co. | 0.00% | Add +0.1% | 4,932 | $247K |
| Diversified Enterprises, LLC | 0.02% | New | 4,679 | $235K |
| Strategy Asset Managers LLC | 0.05% | New | 4,516 | $226K |
| Sharp Wealth Advisory, LLC | 0.17% | Reduce -13.5% | 4,500 | $226K |
| Stewardship Advisors, LLC | 0.06% | New | 4,473 | $224K |
| Novem Group | 0.03% | New | 4,416 | $221K |
| Magnus Financial Group LLC | 0.02% | Reduce -5.1% | 4,259 | $214K |
| Ables, Iannone, Moore & Associates, Inc. | 0.15% | Reduce -2.4% | 4,251 | $213K |
| Atlas Brown,Inc. | 0.07% | New | 4,200 | $211K |
| BlackDiamond Wealth Management, LLC | 0.14% | Reduce -90.7% | 4,147 | $206K |
| Principal Securities, Inc. | 0.00% | No change | 4,103 | $204K |
| WPG Advisers, LLC | 0.08% | Reduce -20.3% | 1,780 | $89K |
| Creative Financial Designs Inc. | 0.01% | Add +288.9% | 1,750 | $88K |
| Arax Advisory Partners | 0.00% | New | 1,070 | $54K |
| Colonial Trust Co / SC | 0.01% | No change | 1,000 | $50K |
| Webster Bank, N. A. | 0.01% | No change | 1,000 | $50K |
| AlphaCore Capital LLC | 0.00% | New | 1,000 | $50K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 909 | $46K |
| Investors Research Corp | 0.01% | No change | 886 | $44K |
| Bokf, NA | 0.00% | No change | 745 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +244.6% | 727 | $37K |
| Citigroup Inc. | 0.00% | New | 561 | $28K |
| Coldstream Capital Management Inc. | 0.00% | New | 502 | $25K |
| Whipplewood Advisors, LLC | 0.01% | Add +2103.2% | 10,487 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | New | 345 | $17K |
| Simplex Trading, LLC | 0.00% | New | 300 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Add +18.8% | 284 | $14K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 223 | $11K |
| Sound Income Strategies, LLC | 0.00% | New | 190 | $10K |
| ORG Partners LLC | 0.00% | Reduce -60.6% | 136 | $7K |
| Cwm, LLC | 0.00% | Reduce -56.1% | 114 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 97 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 70 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 65 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 47 | $2K |
"% of holder's portfolio" is MTBA's weight in each manager's 13F, not the share of Simplify MBS ETF the manager owns.