Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: MTBA
- CUSIP Number: 82889n525
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Asset Management | 2.1M | $107M | 7% | Sep 2025 |
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| Wells Fargo & Company | 1.8M | $89M | -2% | Sep 2025 |
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| Mml Investors Services | 1.6M | $83M | 9% | Sep 2025 |
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| Evergreen Capital Management | 1.1M | $54M | -1% | Sep 2025 |
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| Hilton Capital Management | 837k | $42M | -7% | Sep 2025 |
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| Watchman Group | 781k | $39M | 5% | Sep 2025 |
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| Change Path | 613k | $31M | 1841% | Sep 2025 |
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| Knightsbridge Asset Management | 592k | $30M | 7% | Sep 2025 |
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| LPL Financial | 555k | $28M | 89% | Sep 2025 |
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| CI Investments | 420k | $21M | 27% | Sep 2025 |
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| Tortoise Investment Management | 418k | $21M | 22% | Sep 2025 |
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| Aprio Wealth Management | 415k | $21M | 8% | Sep 2025 |
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| Convergence Financial | 329k | $17M | 19% | Sep 2025 |
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| Edge Wealth Management | 321k | $16M | 22% | Sep 2025 |
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| Bank of New York Mellon | 321k | $16M | 21% | Sep 2025 |
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| Morling Financial Advisors | 312k | $16M | 6% | Sep 2025 |
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| Hutchinson Capital Management | 310k | $16M | 22% | Sep 2025 |
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| Charter Trust | 309k | $16M | 4% | Sep 2025 |
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| Peak Financial Advisors | 299k | $15M | 6% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 291k | $15M | 17% | Sep 2025 |
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| Pekin, Singer Strauss Asset Management | 280k | $14M | 2% | Sep 2025 |
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| Horizon Investments | 279k | $14M | 2% | Sep 2025 |
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| L2 Asset Management | 265k | $13M | 23% | Sep 2025 |
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| Royal Bank of Canada | 243k | $12M | -3% | Sep 2025 |
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| Proficio Capital Partners | 239k | $12M | -10% | Sep 2025 |
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| Heck Capital Advisors | 234k | $12M | 1% | Sep 2025 |
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| True Wealth Design | 216k | $11M | 7% | Sep 2025 |
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| Commonwealth Equity Services | 210k | $11M | -4% | Sep 2025 |
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| Family Management Corporation | 195k | $9.8M | -2% | Sep 2025 |
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| Janney Montgomery Scott | 194k | $9.8M | 64% | Sep 2025 |
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| Jpmorgan Chase & Co | 174k | $8.7M | 47% | Sep 2025 |
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| First American Trust | 149k | $7.5M | 0% | Sep 2025 |
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| Ethos Financial Group | 142k | $7.1M | -7% | Sep 2025 |
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| Calamos Advisors | 140k | $7.0M | 118% | Sep 2025 |
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| Nwam | 140k | $7.1M | -8% | Sep 2025 |
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| Park Edge Advisors | 133k | $6.7M | 39% | Sep 2025 |
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| Compass Capital Corp | 130k | $6.6M | 0% | Sep 2025 |
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| Priebe Wealth Holdings | 123k | $6.2M | 31% | Jun 2025 |
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| Private Advisor | 101k | $5.1M | 8% | Sep 2025 |
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| Envestnet Portfolio Solutions | 97k | $4.9M | 20% | Sep 2025 |
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| Continuum Advisory | 82k | $4.1M | 100% | Sep 2025 |
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| Narwhal Capital Management | 82k | $4.1M | 15% | Sep 2025 |
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| Bank Of Montreal | 77k | $3.8M | 100% | Jun 2025 |
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| Branch Banking & Trust Company | 76k | $3.8M | 18% | Sep 2025 |
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| Abbington Investment Group | 71k | $3.6M | 100% | Sep 2025 |
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| Andina Capital Management | 70k | $3.5M | -9% | Sep 2025 |
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| Breakwater Capital Group | 69k | $3.5M | 16% | Sep 2025 |
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| J.w. Cole Advisors | 64k | $3.2M | 15% | Sep 2025 |
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| CLS Investments | 59k | $3.0M | -3% | Sep 2025 |
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| Stony Point Wealth Management | 58k | $2.9M | 6% | Sep 2025 |
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| Benjamin Edwards | 56k | $2.8M | 0% | Sep 2025 |
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| First Manhattan | 50k | $2.5M | 0% | Sep 2025 |
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| Anchor Investment Management | 50k | $2.5M | 18% | Sep 2025 |
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| Wedbush Morgan Securities | 50k | $2.5M | 56% | Sep 2025 |
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| Private Client Services | 48k | $2.4M | 2% | Sep 2025 |
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| Beckerman Institutional | 44k | $2.2M | 23% | Sep 2025 |
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| Advisory Services Network | 43k | $2.2M | 7% | Sep 2025 |
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| Northern Financial Advisors | 42k | $2.1M | 100% | Sep 2025 |
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| First National Bank Sioux Falls | 41k | $2.1M | 41% | Sep 2025 |
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| Kestra Private Wealth Services | 34k | $1.7M | 2% | Sep 2025 |
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| Patten | 34k | $1.7M | 21% | Sep 2025 |
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| Ameritas Advisory Services | 32k | $1.6M | 1556% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 31k | $1.6M | 46% | Sep 2025 |
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| Harmony Asset Management | 31k | $1.5M | -7% | Sep 2025 |
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| Citizens National Bank Trust Department | 27k | $1.4M | 32% | Sep 2025 |
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| Longview Financial Advisors | 24k | $1.2M | -39% | Sep 2025 |
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| Alpine Bank Wealth Management | 21k | $1.1M | 3% | Sep 2025 |
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| Smith, Moore & Co. | 21k | $1.1M | 9% | Sep 2025 |
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| HighTower Advisors | 21k | $1.0M | 5% | Sep 2025 |
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| GK Wealth Management | 20k | $994k | -5% | Sep 2025 |
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| Nautilus Advisors | 20k | $987k | 4% | Sep 2025 |
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| Knights of Columbus Asset Advisors | 20k | $980k | 171% | Sep 2025 |
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| Meridian Wealth Management | 19k | $970k | 105% | Sep 2025 |
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| Mill Creek Capital Advisors | 18k | $926k | -20% | Sep 2025 |
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| Advisor Group Holdings | 18k | $906k | -1% | Sep 2025 |
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| Ancora Advisors | 17k | $856k | 0% | Sep 2025 |
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| Cambridge Advisors | 17k | $839k | 2% | Sep 2025 |
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| Venturi Wealth Management | 16k | $799k | -1% | Sep 2025 |
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| Cove Street Capital | 15k | $766k | 4% | Sep 2025 |
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| BOS Asset Management | 15k | $742k | 0% | Sep 2025 |
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| Tranquilli Financial Advisor | 14k | $697k | 2% | Sep 2025 |
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| Morgan Stanley | 13k | $672k | 100% | Jun 2025 |
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| Principal Securities | 13k | $673k | 11% | Sep 2025 |
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| Steinberganna Wealth Management | 12k | $623k | 100% | Sep 2025 |
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| Fort Sheridan Advisors | 12k | $587k | 132% | Sep 2025 |
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| Sequoia Financial Advisors | 11k | $559k | 0% | Sep 2025 |
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| CIBC World Markets | 10k | $510k | 0% | Sep 2025 |
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| Kovitz Investment Group Partners | 10k | $503k | 0% | Sep 2025 |
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| Strategy Asset Managers | 9.5k | $477k | 108% | Sep 2025 |
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| PFG Investments | 8.8k | $444k | 23% | Sep 2025 |
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| Advocacy Wealth Management Services | 8.7k | $436k | -95% | Sep 2025 |
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| Schroder Investment Management Group | 8.4k | $423k | -45% | Sep 2025 |
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| Steward Partners Investment Advisory | 7.7k | $388k | -21% | Sep 2025 |
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| Montag & Caldwell | 7.6k | $381k | 100% | Jun 2025 |
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| Ironsides Asset Advisors | 7.3k | $366k | 0% | Sep 2025 |
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| Atlas Brown | 7.0k | $350k | 34% | Sep 2025 |
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| Stephens | 6.9k | $346k | -24% | Sep 2025 |
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| GFS Advisors | 6.7k | $338k | 29% | Sep 2025 |
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| First Citizens Bank & Trust | 6.7k | $338k | 100% | Sep 2025 |
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| Goss Wealth Management | 6.7k | $336k | -55% | Sep 2025 |
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| Straight Path Wealth Management | 6.4k | $324k | 0% | Sep 2025 |
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| Brian McDonald | 6.4k | $320k | -2% | Sep 2025 |
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| Lido Advisors | 6.4k | $320k | -5% | Sep 2025 |
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| Kingswood Wealth Advisors | 6.3k | $317k | 0% | Sep 2025 |
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| Magnolia Private Wealth | 6.2k | $313k | 0% | Sep 2025 |
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| SFI Advisors | 5.8k | $290k | 42% | Sep 2025 |
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| Maridea Wealth Management | 5.6k | $286k | 27% | Sep 2025 |
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| Brookstone Capital Management | 5.5k | $278k | 100% | Sep 2025 |
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| Founders Financial Securities | 5.5k | $275k | 0% | Sep 2025 |
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| Wedmont Private Capital | 5.3k | $270k | 0% | Sep 2025 |
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| Vigilare Wealth Management | 5.1k | $255k | 0% | Sep 2025 |
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| Whittier Trust | 4.9k | $249k | 0% | Sep 2025 |
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| Granite Springs Asset Management | 4.9k | $246k | 100% | Sep 2025 |
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| Sharp Financial Services | 4.8k | $242k | -32% | Sep 2025 |
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| AE Wealth Management | 4.6k | $234k | 11% | Sep 2025 |
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| Cetera Investment Advisers | 4.6k | $233k | 100% | Sep 2025 |
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| BAM Wealth Management | 4.3k | $218k | 100% | Sep 2025 |
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| Ables, Iannone, Moore & Associates | 4.2k | $213k | -2% | Sep 2025 |
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| Creative Financial Designs | 3.3k | $168k | 5% | Sep 2025 |
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| Farther Finance Advisors | 3.1k | $158k | 170% | Sep 2025 |
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| Global Retirement Partners | 1.7k | $85k | 73% | Sep 2025 |
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| Harbour Investments | 1.3k | $63k | 1834% | Sep 2025 |
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| Webster Bank, N. A. | 1.0k | $50k | 0% | Sep 2025 |
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| Colonial Trust Co / SC | 1.0k | $50k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 1.0k | $50k | 100% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 745.00 | $38k | 0% | Sep 2025 |
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| Us Bancorp | 553.00 | $28k | 41% | Sep 2025 |
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| Investors Research Corp | 446.00 | $23k | -50% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 377.00 | $19k | 100% | Sep 2025 |
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| ORG Wealth Partners | 285.00 | $14k | -17% | Sep 2025 |
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| AdvisorNet Financial | 284.00 | $14k | 0% | Sep 2025 |
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| Atlantic Trust | 192.00 | $9.7k | 100% | Sep 2025 |
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| CWM | 114.00 | $6.0k | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 85.00 | $4.3k | 100% | Sep 2025 |
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| FTB Advisors | 81.00 | $4.1k | 100% | Jun 2025 |
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| Hughes Financial Services | 65.00 | $3.3k | 100% | Sep 2025 |
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| Archer Investment Corp | 22.00 | $1.1k | 100% | Sep 2025 |
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| Assetmark | 19.00 | $956.999600 | -21% | Sep 2025 |
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| FMR | 18.00 | $905.999400 | 100% | Sep 2025 |
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| Kilter Group | 8.00 | $382.000000 | 100% | Jun 2025 |
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| Signature | 1.00 | $38.000000 | 100% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Leuthold Weeden Capital Management | Jun 2025 | 100k | $5.0M |
| Jane Street | Jun 2025 | 80k | $4.0M |
| Whitebox Advisors | Jun 2025 | 11k | $566k |
| Goldman Sachs Group | Mar 2025 | 10k | $518k |
| Citadel Advisors | Jun 2025 | 9.3k | $465k |
| Endeavor Private Wealth | Jun 2025 | 6.3k | $315k |
| Magnus Financial Group | Jun 2025 | 4.3k | $213k |
| Mercer Global Advisors | Jun 2025 | 4.0k | $201k |
| Raymond James Financial | Jun 2025 | 2.2k | $111k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 1.2k | $62k |
| Huntington National Bank | Jun 2025 | 1.1k | $54k |
| SRS Capital Advisors | Jun 2025 | 1.0k | $51k |
| Hanson McClain Advisors | Jun 2025 | 523.00 | $26k |
| Simplex Trading | Jun 2025 | 428.00 | $21k |
| Cape Investment Advisory | Mar 2025 | 223.00 | $11k |
| Sound Income Strategies | Jun 2025 | 190.00 | $9.5k |
| Riggs Asset Managment | Jun 2025 | 141.00 | $7.1k |
| Iron Horse Wealth Management | Mar 2025 | 70.00 | $3.5k |
| Hamilton Point Investment Advisors | Jun 2025 | 53.00 | $2.7k |
| Truvestments Capital | Jun 2025 | 47.00 | $2.4k |
| Geneos Wealth Management | Jun 2025 | 30.00 | $1.5k |