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 | 2.3M | $110M | -9% | Jun 2026 |
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| Mml Investors Services | 1.9M | $95M | 19% | Jun 2026 |
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| Wells Fargo & Company | 1.6M | $80M | -3% | Jun 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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| Knightsbridge Asset Management | 948k | $47M | 16% | Jun 2026 |
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| Watchman Group | 902k | $44M | 3% | Jun 2026 |
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| Change Path | 714k | $35M | 10% | Jun 2026 |
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| LPL Financial | 544k | $27M | -7% | Jun 2026 |
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| Tortoise Investment Management | 527k | $26M | 2% | Jun 2026 |
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| Aprio Wealth Management | 485k | $24M | 5% | Jun 2026 |
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| Hutchinson Capital Management | 402k | $20M | 6% | Jun 2026 |
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| Hilton Capital Management | 399k | $20M | -53% | Jun 2026 |
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| Pekin, Singer Strauss Asset Management | 384k | $19M | -6% | Jun 2026 |
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| Proficio Capital Partners | 339k | $17M | -12% | Jun 2026 |
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| L2 Asset Management | 295k | $15M | -47% | Jun 2026 |
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| WealthPlan Investment Management | 273k | $13M | -5% | Jun 2026 |
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| Royal Bank of Canada | 248k | $12M | -15% | Jun 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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| Commonwealth Equity Services | 199k | $9.8M | -12% | Jun 2026 |
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| Sanctuary Advisors | 195k | $9.6M | 22% | Jun 2026 |
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| Prevail Innovative Wealth Advisors | 195k | $9.5M | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 179k | $8.8M | 100% | Jun 2026 |
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| Toroso Investments | 174k | $8.5M | 54% | Jun 2026 |
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| First American Trust | 159k | $7.8M | 12% | Jun 2026 |
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| Bank Of Montreal | 155k | $7.7M | 100% | Mar 2026 |
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| Compass Capital Corp | 154k | $7.5M | -9% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 152k | $7.4M | 100% | Jun 2026 |
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| Nwam | 136k | $6.7M | -5% | Mar 2026 |
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| Ethos Financial Group | 136k | $6.7M | -36% | Jun 2026 |
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| Fort Sheridan Advisors | 127k | $6.2M | 6% | Jun 2026 |
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| Abbington Investment Group | 122k | $6.0M | -7% | Jun 2026 |
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| Janney Montgomery Scott | 113k | $5.6M | -40% | Jun 2026 |
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| Calamos Advisors | 104k | $5.1M | -12% | Jun 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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| Stony Point Wealth Management | 84k | $4.1M | -30% | Jun 2026 |
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| J.w. Cole Advisors | 70k | $3.5M | 12% | Jun 2026 |
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| Beckerman Institutional | 66k | $3.2M | 1% | Jun 2026 |
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| Park Edge Advisors | 64k | $3.1M | 4% | Jun 2026 |
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| Lifetime Wealth Management P.C. | 58k | $2.8M | -4% | Jun 2026 |
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| Kestra Private Wealth Services | 56k | $2.7M | 14% | Jun 2026 |
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| Western Wealth Management | 55k | $2.7M | 6% | 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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| First Manhattan | 50k | $2.5M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 40k | $2.0M | -53% | Jun 2026 |
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| Arkadios Wealth Advisors | 39k | $1.9M | 100% | Jun 2026 |
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| Keel Point | 38k | $1.9M | 100% | Mar 2026 |
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| Oakmont Partners | 34k | $1.7M | 100% | Jun 2026 |
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| Private Client Services | 33k | $1.6M | -35% | Jun 2026 |
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| Patten | 32k | $1.6M | -18% | Jun 2026 |
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| Citizens National Bank Trust Department | 32k | $1.5M | 1% | Jun 2026 |
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| Advisory Services Network | 31k | $1.5M | -22% | Jun 2026 |
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| Harmony Asset Management | 31k | $1.5M | 8% | Jun 2026 |
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| Goldman Sachs Group | 31k | $1.5M | 100% | Jun 2026 |
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| Ameritas Advisory Services | 28k | $1.4M | 100% | Jun 2026 |
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| Smith, Moore & Co. | 28k | $1.4M | 10% | Jun 2026 |
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| Continuum Advisory | 27k | $1.3M | 1% | Jun 2026 |
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| HighTower Advisors | 26k | $1.3M | -5% | Jun 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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| Advisor Group Holdings | 24k | $1.2M | 3% | Jun 2026 |
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| Longview Financial Advisors | 24k | $1.2M | -1% | Jun 2026 |
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| CLS Investments | 24k | $1.2M | -59% | Jun 2026 |
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| Rockefeller Capital Management | 24k | $1.2M | -17% | Jun 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 | 0% | Jun 2026 |
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| Ancora Advisors | 22k | $1.1M | 0% | Jun 2026 |
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| Mosley Wealth Management | 22k | $1.1M | 510% | Jun 2026 |
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| Knights of Columbus Asset Advisors | 21k | $1.0M | 149% | Jun 2026 |
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| Cambridge Advisors | 21k | $1.0M | 7% | Jun 2026 |
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| Hegarty Advisors | 21k | $1.0M | -6% | Jun 2026 |
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| Colony | 20k | $995k | 0% | Jun 2026 |
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| Feltz Wealth PLAN | 20k | $987k | 71% | Jun 2026 |
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| Private Advisor | 20k | $960k | -82% | Jun 2026 |
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| Legacy Wealth Advisors | 19k | $941k | 0% | Jun 2026 |
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| Maridea Wealth Management | 17k | $853k | -11% | Jun 2026 |
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| Sharp Financial Services | 15k | $710k | 61% | Jun 2026 |
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| Quantinno Capital Management | 14k | $685k | 4% | Jun 2026 |
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| Keeler THomas Management | 14k | $680k | 100% | Jun 2026 |
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| CI Private Wealth | 13k | $620k | -13% | Jun 2026 |
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| Flow Traders US | 13k | $617k | -23% | Jun 2026 |
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| Pathstone Holdings | 13k | $617k | 100% | Jun 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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| Andina Capital Management | 12k | $590k | -74% | Jun 2026 |
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| Nautilus Advisors | 12k | $571k | -9% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 11k | $554k | -52% | Jun 2026 |
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| Envestnet Portfolio Solutions | 11k | $547k | -72% | Jun 2026 |
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| BAM Wealth Management | 11k | $546k | 63% | Jun 2026 |
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| Hrt Financial | 11k | $536k | 100% | Jun 2026 |
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| PFG Investments | 11k | $535k | 3% | Jun 2026 |
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| Raymond James Financial | 11k | $523k | 147% | Jun 2026 |
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| Venturi Wealth Management | 11k | $519k | -1% | Jun 2026 |
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| Strategy Asset Managers | 10k | $510k | 2% | Jun 2026 |
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| CIBC World Markets | 10k | $507k | 5% | Jun 2026 |
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| Principal Securities | 10k | $493k | -38% | Jun 2026 |
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| Vident Advisory | 10k | $490k | 13% | Jun 2026 |
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| Citadel Advisors | 9.8k | $480k | -88% | Jun 2026 |
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| Revisor Wealth Management | 9.2k | $452k | 26% | Jun 2026 |
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| We Are One Seven | 8.9k | $437k | 31% | Jun 2026 |
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| Mill Creek Capital Advisors | 8.6k | $426k | -13% | Mar 2026 |
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| Mutual Advisors | 8.5k | $418k | 38% | Jun 2026 |
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| Kingswood Wealth Advisors | 8.3k | $407k | 3% | Jun 2026 |
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| Steward Partners Investment Advisory | 7.6k | $372k | 3% | Jun 2026 |
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| Advocacy Wealth Management Services | 7.5k | $366k | -1% | Jun 2026 |
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| GFS Advisors | 7.4k | $477k | -19% | Jun 2026 |
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| Atlas Brown | 7.0k | $341k | 0% | Jun 2026 |
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| Peak Financial Advisors | 6.5k | $319k | -98% | Jun 2026 |
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| Magnolia Private Wealth | 6.5k | $318k | 1% | Jun 2026 |
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| Ables, Iannone, Moore & Associates | 6.2k | $305k | -11% | Jun 2026 |
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| Trust Point | 6.1k | $303k | 100% | Jun 2026 |
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| Straight Path Wealth Management | 6.0k | $296k | 0% | Jun 2026 |
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| Independent Advisor Alliance | 6.0k | $296k | -94% | Jun 2026 |
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| Mather Group | 5.8k | $287k | -31% | Jun 2026 |
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| Ironsides Asset Advisors | 5.8k | $287k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 5.8k | $283k | -9% | Jun 2026 |
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| Steinberganna Wealth Management | 5.6k | $273k | -56% | Jun 2026 |
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| Granite Springs Asset Management | 5.1k | $250k | -7% | Jun 2026 |
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| Prime Capital Investment Advisors | 5.0k | $247k | 19% | 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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| Caerus Investment Advisors | 4.8k | $236k | 100% | Jun 2026 |
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| Bank of America Corporation | 4.7k | $230k | 0% | Jun 2026 |
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| Creative Financial Designs | 3.4k | $167k | 1% | Jun 2026 |
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| Harbour Investments | 2.6k | $127k | 0% | Jun 2026 |
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| UBS Group | 2.4k | $119k | -42% | Jun 2026 |
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| Strive Financial Group | 1.3k | $64k | -49% | Jun 2026 |
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| Coastal Investment Advisors | 1.2k | $59k | -65% | Jun 2026 |
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| SRS Capital Advisors | 1.1k | $54k | -70% | Jun 2026 |
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| Global Retirement Partners | 1.1k | $54k | -32% | Jun 2026 |
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| AE Wealth Management | 1.0k | $50k | -5% | Jun 2026 |
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| Webster Bank, N. A. | 1.0k | $49k | 0% | Jun 2026 |
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| Bank Of Oklahoma National Association / | 745.00 | $37k | 0% | Jun 2026 |
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| Farther Finance Advisors | 740.00 | $36k | -59% | Jun 2026 |
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| Mercer Global Advisors | 380.00 | $19k | 100% | Jun 2026 |
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| Goss Wealth Management | 380.00 | $19k | -96% | Jun 2026 |
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| Jones Financial Companies, L.L | 329.00 | $16k | 100% | Jun 2026 |
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| Us Bancorp | 316.00 | $16k | -74% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 186.00 | $9.1k | 7% | Jun 2026 |
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| Access Investment Management | 167.00 | $8.2k | 100% | Jun 2026 |
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| CWM | 114.00 | $5.6k | 0% | Mar 2026 |
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| Compass Financial Management | 87.00 | $4.3k | 100% | Jun 2026 |
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| Tower Research Capital | 56.00 | $2.7k | 100% | Jun 2026 |
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| Geneos Wealth Management | 48.00 | $2.4k | 100% | Jun 2026 |
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| IFG Advisory | 27.00 | $1.3k | 100% | Jun 2026 |
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| AdvisorNet Financial | 20.00 | $981.000000 | -93% | Jun 2026 |
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