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 | 2.5M | $122M | 9% | Mar 2026 |
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| Wells Fargo & Company | 1.7M | $83M | -2% | Mar 2026 |
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| Mml Investors Services | 1.6M | $81M | -7% | Mar 2026 |
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| Edge Wealth Management | 1.1M | $54M | 2% | Jun 2026 |
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| Evergreen Capital Management | 1.1M | $52M | -1% | Jun 2026 |
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| Watchman Group | 878k | $43M | 6% | Mar 2026 |
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| Hilton Capital Management | 855k | $42M | 2% | Mar 2026 |
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| Knightsbridge Asset Management | 819k | $41M | 20% | Mar 2026 |
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| Change Path | 649k | $32M | 7% | Mar 2026 |
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| LPL Financial | 583k | $29M | 4% | Mar 2026 |
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| L2 Asset Management | 559k | $28M | 105% | Mar 2026 |
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| Tortoise Investment Management | 515k | $26M | 9% | Mar 2026 |
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| Aprio Wealth Management | 485k | $24M | 5% | Jun 2026 |
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| Convergence Financial | 463k | $23M | 18% | Mar 2026 |
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| Proficio Capital Partners | 384k | $19M | -30% | Mar 2026 |
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| Pekin, Singer Strauss Asset Management | 384k | $19M | -6% | Jun 2026 |
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| Hutchinson Capital Management | 380k | $19M | 13% | Mar 2026 |
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| Horizon Investments | 301k | $15M | 7% | Mar 2026 |
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| Royal Bank of Canada | 292k | $15M | 100% | Mar 2026 |
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| WealthPlan Investment Management | 273k | $13M | -5% | Jun 2026 |
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| Bank of New York Mellon | 261k | $13M | 1% | Mar 2026 |
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| Charter Trust | 240k | $12M | -2% | Jun 2026 |
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| True Wealth Design | 220k | $11M | -4% | Jun 2026 |
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| Ethos Financial Group | 212k | $11M | 11% | Mar 2026 |
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| Commonwealth Equity Services | 199k | $9.8M | -12% | Jun 2026 |
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| Prevail Innovative Wealth Advisors | 195k | $9.7M | 169% | Mar 2026 |
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| Janney Montgomery Scott | 188k | $9.3M | -1% | Mar 2026 |
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| Compass Capital Corp | 169k | $8.3M | 2% | Mar 2026 |
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| Sanctuary Advisors | 160k | $7.9M | 4% | Mar 2026 |
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| Bank Of Montreal | 155k | $7.7M | 100% | Mar 2026 |
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| First American Trust | 142k | $7.0M | -3% | Mar 2026 |
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| Nwam | 136k | $6.7M | -5% | Mar 2026 |
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| Abbington Investment Group | 131k | $6.5M | 2% | Mar 2026 |
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| Professional Financial Management | 129k | $6.4M | 6% | Mar 2026 |
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| Fort Sheridan Advisors | 120k | $5.9M | 689% | Mar 2026 |
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| Calamos Advisors | 119k | $5.9M | -24% | Mar 2026 |
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| Stony Point Wealth Management | 119k | $5.9M | 17% | Mar 2026 |
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| Toroso Investments | 113k | $5.6M | -61% | Mar 2026 |
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| Independent Advisor Alliance | 107k | $5.3M | 2374% | Mar 2026 |
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| Private Advisor | 106k | $5.2M | 2% | Mar 2026 |
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| Wedbush Morgan Securities | 99k | $4.9M | 37% | Jun 2026 |
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| Breakwater Capital Group | 95k | $4.7M | -15% | Jun 2026 |
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| Citadel Advisors | 84k | $4.1M | 91% | Mar 2026 |
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| Beckerman Institutional | 65k | $3.2M | 49% | Mar 2026 |
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| Park Edge Advisors | 64k | $3.1M | 4% | Jun 2026 |
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| J.w. Cole Advisors | 63k | $3.1M | 7% | Mar 2026 |
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| Lifetime Wealth Management P.C. | 60k | $3.0M | 12% | Mar 2026 |
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| CLS Investments | 59k | $2.9M | 5% | Mar 2026 |
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| Kestra Private Wealth Services | 56k | $2.7M | 14% | Jun 2026 |
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| Anchor Investment Management | 53k | $2.6M | 1% | Mar 2026 |
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| First National Bank Sioux Falls | 53k | $2.6M | 0% | Jun 2026 |
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| Western Wealth Management | 52k | $2.6M | 100% | Mar 2026 |
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| Triad Investment Management | 52k | $2.6M | 0% | Mar 2026 |
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| First Manhattan | 50k | $2.5M | 0% | Mar 2026 |
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| Encompass More Asset Management | 47k | $2.3M | 100% | Mar 2026 |
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| Andina Capital Management | 46k | $2.3M | -33% | Mar 2026 |
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| Advisory Services Network | 40k | $2.0M | -12% | Mar 2026 |
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| Branch Banking & Trust Company | 40k | $2.0M | -53% | Jun 2026 |
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| Envestnet Portfolio Solutions | 40k | $2.0M | -55% | Mar 2026 |
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| Patten | 39k | $1.9M | -1% | Mar 2026 |
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| Keel Point | 38k | $1.9M | 100% | Mar 2026 |
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| Private Client Services | 33k | $1.6M | -35% | Jun 2026 |
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| Citizens National Bank Trust Department | 31k | $1.5M | -2% | Mar 2026 |
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| Harmony Asset Management | 29k | $1.4M | 3% | Mar 2026 |
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| Rockefeller Capital Management | 28k | $1.4M | 649% | Mar 2026 |
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| HighTower Advisors | 28k | $1.4M | 7% | Mar 2026 |
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| Continuum Advisory | 27k | $1.3M | -40% | Mar 2026 |
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| Smith, Moore & Co. | 26k | $1.3M | 15% | Mar 2026 |
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| Crumly & Associates | 26k | $1.3M | -57% | Jun 2026 |
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| GK Wealth Management | 25k | $1.2M | 100% | Jun 2026 |
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| Longview Financial Advisors | 24k | $1.2M | -1% | Jun 2026 |
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| Advisor Group Holdings | 24k | $1.2M | 26% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 24k | $1.2M | -3% | Mar 2026 |
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| Morgan Stanley | 23k | $1.1M | -27% | Mar 2026 |
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| Benjamin Edwards | 23k | $1.1M | -62% | Jun 2026 |
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| Sequoia Financial Advisors | 22k | $1.1M | 100% | Jun 2026 |
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| Spire Wealth Management | 22k | $1.1M | 100% | Mar 2026 |
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| Hegarty Advisors | 22k | $1.1M | 220% | Mar 2026 |
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| Ancora Advisors | 22k | $1.1M | 29% | Mar 2026 |
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| Mosley Wealth Management | 22k | $1.1M | 510% | Jun 2026 |
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| Cambridge Advisors | 21k | $1.0M | 7% | Jun 2026 |
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| Colony | 20k | $1.0M | 95% | Mar 2026 |
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| Feltz Wealth PLAN | 20k | $987k | 71% | Jun 2026 |
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| BOS Asset Management | 20k | $979k | 34% | Mar 2026 |
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| Maridea Wealth Management | 20k | $963k | 46% | Mar 2026 |
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| Legacy Wealth Advisors | 19k | $948k | 100% | Mar 2026 |
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| Flow Traders US | 16k | $813k | -8% | Mar 2026 |
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| Principal Securities | 16k | $801k | 12% | Mar 2026 |
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| Sharp Financial Services | 15k | $710k | 61% | Jun 2026 |
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| CI Private Wealth | 15k | $715k | 100% | Mar 2026 |
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| GFS Advisors | 9.1k | $451k | -4% | Mar 2026 |
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| Keeler THomas Management | 14k | $680k | 100% | Jun 2026 |
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| Tranquilli Financial Advisor | 14k | $667k | -1% | Mar 2026 |
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| Quantinno Capital Management | 13k | $665k | 100% | Mar 2026 |
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| Nautilus Advisors | 13k | $635k | -45% | Mar 2026 |
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| Steinberganna Wealth Management | 13k | $626k | 0% | Mar 2026 |
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| Kennedy Investment Group | 12k | $594k | 50% | Jun 2026 |
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| Steel Peak Wealth Management | 12k | $592k | 100% | Jun 2026 |
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| PFG Investments | 11k | $535k | 3% | Jun 2026 |
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| Venturi Wealth Management | 11k | $528k | -30% | Mar 2026 |
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| Strategy Asset Managers | 10k | $503k | -2% | Mar 2026 |
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| CIBC World Markets | 9.8k | $487k | -1% | Mar 2026 |
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| Vident Advisory | 8.8k | $438k | 100% | Mar 2026 |
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| Goss Wealth Management | 8.8k | $434k | -14% | Mar 2026 |
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| Mill Creek Capital Advisors | 8.6k | $426k | -13% | Mar 2026 |
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| Knights of Columbus Asset Advisors | 8.6k | $423k | -56% | Mar 2026 |
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| HBK Sorce Advisory | 8.2k | $406k | 1% | Mar 2026 |
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| Kingswood Wealth Advisors | 8.0k | $398k | 0% | Mar 2026 |
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| Advocacy Wealth Management Services | 7.5k | $366k | -1% | Jun 2026 |
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| Steward Partners Investment Advisory | 7.3k | $363k | 1% | Mar 2026 |
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| Revisor Wealth Management | 7.3k | $362k | 25% | Mar 2026 |
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| Atlas Brown | 7.0k | $341k | 0% | Jun 2026 |
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| BAM Wealth Management | 6.8k | $338k | 2% | Mar 2026 |
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| We Are One Seven | 6.8k | $335k | 2% | Mar 2026 |
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| Peak Financial Advisors | 6.5k | $319k | -98% | Jun 2026 |
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| Magnolia Private Wealth | 6.4k | $317k | 3% | Mar 2026 |
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| Fifth Third Bancorp | 6.3k | $313k | 100% | Mar 2026 |
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| Ables, Iannone, Moore & Associates | 6.2k | $305k | -11% | Jun 2026 |
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| Mutual Advisors | 6.2k | $305k | 100% | Mar 2026 |
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| Trust Point | 6.1k | $303k | 100% | Jun 2026 |
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| Lido Advisors | 6.1k | $301k | -4% | Mar 2026 |
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| Straight Path Wealth Management | 6.0k | $296k | 0% | Jun 2026 |
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| Mather Group | 5.8k | $287k | -31% | Jun 2026 |
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| Ironsides Asset Advisors | 5.8k | $289k | -15% | Mar 2026 |
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| Founders Financial Securities | 5.7k | $284k | 5% | Mar 2026 |
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| Granite Springs Asset Management | 5.1k | $250k | -7% | Jun 2026 |
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| Vawter Financial | 5.0k | $244k | 0% | Jun 2026 |
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| Whittier Trust | 5.0k | $244k | 0% | Jun 2026 |
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| Osbon Capital Management | 4.8k | $236k | 100% | Mar 2026 |
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| Bank of America Corporation | 4.7k | $232k | 100% | Mar 2026 |
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| Raymond James Financial | 4.3k | $214k | 100% | Mar 2026 |
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| Prime Capital Investment Advisors | 4.2k | $209k | 100% | Mar 2026 |
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| Susquehanna International | 4.2k | $209k | 100% | Mar 2026 |
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| UBS Group | 4.2k | $206k | 100% | Mar 2026 |
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| OneAscent Family Office | 4.1k | $201k | 1% | Mar 2026 |
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| SRS Capital Advisors | 3.7k | $183k | 21% | Mar 2026 |
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| Creative Financial Designs | 3.4k | $167k | 1% | Jun 2026 |
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| Coastal Investment Advisors | 3.4k | $168k | 100% | Mar 2026 |
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| Harbour Investments | 2.6k | $128k | 0% | Mar 2026 |
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| Strive Financial Group | 2.6k | $127k | -8% | Mar 2026 |
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| AE Wealth Management | 1.1k | $52k | -60% | Mar 2026 |
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| Webster Bank, N. A. | 1.0k | $49k | 0% | Jun 2026 |
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| Colonial Trust Co / SC | 1.0k | $50k | 0% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 745.00 | $37k | 0% | Mar 2026 |
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| Farther Finance Advisors | 740.00 | $36k | -59% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 174.00 | $8.6k | 0% | Mar 2026 |
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| Mot | 129.00 | $6.4k | 100% | Mar 2026 |
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| CWM | 114.00 | $5.6k | 0% | Mar 2026 |
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| Marshall Investment Management | 94.00 | $4.7k | 100% | Mar 2026 |
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| AdvisorNet Financial | 20.00 | $981.000000 | -93% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CI Investments | Dec 2025 | 360k | $18M |
| Wealth Enhancement Advisory Services | Dec 2025 | 351k | $18M |
| Morling Financial Advisors | Dec 2025 | 339k | $17M |
| Family Management Corporation | Dec 2025 | 135k | $6.8M |
| Narwhal Capital Management | Mar 2026 | 62k | $3.1M |
| Heck Capital Advisors | Mar 2026 | 61k | $3.0M |
| Schroder Investment Management Group | Dec 2025 | 19k | $941k |
| Jane Street | Dec 2025 | 12k | $593k |
| Cambridge Investment Research Advisors | Mar 2026 | 5.6k | $279k |
| Wedmont Private Capital | Dec 2025 | 5.3k | $270k |
| Meridian Wealth Management | Dec 2025 | 5.0k | $253k |
| Cetera Investment Advisers | Dec 2025 | 4.8k | $242k |
| Nations Financial Group | Mar 2026 | 4.1k | $203k |
| Evermay Wealth Management | Mar 2026 | 307.00 | $15k |
| Pnc Financial Services | Dec 2025 | 284.00 | $14k |
| IFP Advisors | Dec 2025 | 167.00 | $8.4k |