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 | $115M | 7% | Dec 2025 |
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| Mml Investors Services | 1.8M | $89M | 7% | Dec 2025 |
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| Wells Fargo & Company | 1.7M | $86M | -3% | Dec 2025 |
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| Edge Wealth Management | 1.1M | $53M | 7% | Mar 2026 |
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| Evergreen Capital Management | 1.1M | $54M | 0% | Dec 2025 |
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| Watchman Group | 878k | $43M | 6% | Mar 2026 |
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| Hilton Capital Management | 841k | $42M | 1% | Dec 2025 |
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| Change Path | 609k | $31M | -1% | Dec 2025 |
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| LPL Financial | 562k | $28M | 1% | Dec 2025 |
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| Proficio Capital Partners | 551k | $28M | 131% | Dec 2025 |
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| Tortoise Investment Management | 471k | $24M | 13% | Dec 2025 |
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| Aprio Wealth Management | 447k | $23M | 8% | Dec 2025 |
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| Convergence Financial | 393k | $20M | 19% | Dec 2025 |
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| CI Investments | 360k | $18M | -14% | Dec 2025 |
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| Pekin, Singer Strauss Asset Management | 359k | $18M | 28% | Dec 2025 |
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| Peak Financial Advisors | 343k | $17M | -8% | Mar 2026 |
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| Morling Financial Advisors | 339k | $17M | 8% | Dec 2025 |
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| Hutchinson Capital Management | 336k | $17M | 8% | Dec 2025 |
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| Toroso Investments | 292k | $15M | 100% | Dec 2025 |
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| Horizon Investments | 283k | $14M | 2% | Dec 2025 |
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| L2 Asset Management | 273k | $14M | 3% | Dec 2025 |
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| Bank of New York Mellon | 259k | $13M | -19% | Dec 2025 |
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| Charter Trust | 245k | $12M | -10% | Mar 2026 |
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| True Wealth Design | 230k | $11M | -8% | Mar 2026 |
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| Commonwealth Equity Services | 218k | $11M | 4% | Dec 2025 |
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| Ethos Financial Group | 190k | $9.6M | 34% | Dec 2025 |
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| Janney Montgomery Scott | 188k | $9.3M | -1% | Mar 2026 |
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| Compass Capital Corp | 166k | $8.4M | 28% | Dec 2025 |
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| Calamos Advisors | 156k | $7.9M | 12% | Dec 2025 |
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| Triad Investment Management | 155k | $7.8M | 200% | Mar 2026 |
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| Sanctuary Advisors | 154k | $7.7M | 19% | Dec 2025 |
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| First American Trust | 145k | $7.3M | -2% | Dec 2025 |
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| Nwam | 142k | $7.2M | 0% | Dec 2025 |
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| Family Management Corporation | 135k | $6.8M | -31% | Dec 2025 |
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| Abbington Investment Group | 131k | $6.5M | 2% | Mar 2026 |
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| WealthPlan Investment Management | 116k | $5.9M | 100% | Dec 2025 |
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| Breakwater Capital Group | 113k | $5.6M | 31% | Mar 2026 |
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| Private Advisor | 104k | $5.3M | 4% | Dec 2025 |
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| Stony Point Wealth Management | 101k | $5.1M | 73% | Dec 2025 |
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| Envestnet Portfolio Solutions | 90k | $4.5M | -8% | Dec 2025 |
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| Branch Banking & Trust Company | 83k | $4.2M | 8% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 73k | $3.7M | 100% | Dec 2025 |
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| Wedbush Morgan Securities | 72k | $3.6M | 11% | Mar 2026 |
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| J.w. Cole Advisors | 63k | $3.1M | 7% | Mar 2026 |
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| Narwhal Capital Management | 62k | $3.1M | -14% | Mar 2026 |
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| Heck Capital Advisors | 61k | $3.0M | -59% | Mar 2026 |
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| Park Edge Advisors | 61k | $3.0M | 18% | Mar 2026 |
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| Crumly & Associates | 60k | $3.0M | 179% | Mar 2026 |
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| Benjamin Edwards | 56k | $2.8M | 0% | Dec 2025 |
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| CLS Investments | 56k | $2.8M | -6% | Dec 2025 |
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| Lifetime Wealth Management P.C. | 54k | $2.7M | 100% | Dec 2025 |
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| First National Bank Sioux Falls | 53k | $2.6M | 5% | Mar 2026 |
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| Anchor Investment Management | 52k | $2.6M | 4% | Dec 2025 |
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| Private Client Services | 51k | $2.5M | 4% | Mar 2026 |
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| First Manhattan | 50k | $2.5M | 0% | Dec 2025 |
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| Kestra Private Wealth Services | 49k | $2.4M | 36% | Mar 2026 |
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| Advisory Services Network | 46k | $2.3M | 7% | Dec 2025 |
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| Andina Capital Management | 46k | $2.3M | -33% | Mar 2026 |
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| Citadel Advisors | 44k | $2.2M | 100% | Dec 2025 |
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| Beckerman Institutional | 44k | $2.2M | 0% | Dec 2025 |
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| Patten | 39k | $1.9M | -1% | Mar 2026 |
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| Citizens National Bank Trust Department | 32k | $1.6M | 16% | Dec 2025 |
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| Harmony Asset Management | 28k | $1.4M | -9% | Dec 2025 |
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| Continuum Advisory | 27k | $1.3M | -40% | Mar 2026 |
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| HighTower Advisors | 26k | $1.3M | 25% | Dec 2025 |
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| Longview Financial Advisors | 24k | $1.2M | 1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 24k | $1.2M | -23% | Dec 2025 |
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| Smith, Moore & Co. | 23k | $1.1M | 6% | Dec 2025 |
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| Sequoia Financial Advisors | 22k | $1.1M | 102% | Dec 2025 |
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| Spire Wealth Management | 22k | $1.1M | 100% | Mar 2026 |
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| BOS Asset Management | 20k | $979k | 34% | Mar 2026 |
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| Cambridge Advisors | 20k | $965k | 2% | Mar 2026 |
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| Maridea Wealth Management | 20k | $963k | 46% | Mar 2026 |
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| Knights of Columbus Asset Advisors | 20k | $981k | 0% | Dec 2025 |
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| Advisor Group Holdings | 19k | $945k | 4% | Dec 2025 |
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| Schroder Investment Management Group | 19k | $941k | 122% | Dec 2025 |
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| Flow Traders US | 18k | $904k | 100% | Dec 2025 |
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| Ancora Advisors | 17k | $857k | 0% | Dec 2025 |
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| Fort Sheridan Advisors | 15k | $764k | 30% | Dec 2025 |
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| Principal Securities | 15k | $730k | 8% | Dec 2025 |
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| Tranquilli Financial Advisor | 14k | $687k | -2% | Dec 2025 |
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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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| Jane Street | 12k | $593k | 100% | Dec 2025 |
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| Venturi Wealth Management | 11k | $528k | -30% | Mar 2026 |
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| PFG Investments | 11k | $530k | 19% | Dec 2025 |
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| Colony | 10k | $524k | 100% | Dec 2025 |
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| Strategy Asset Managers | 10k | $523k | 10% | Dec 2025 |
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| Goss Wealth Management | 10k | $517k | 54% | Dec 2025 |
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| CIBC World Markets | 10k | $503k | -1% | Dec 2025 |
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| Mill Creek Capital Advisors | 9.8k | $496k | -47% | Dec 2025 |
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| Feltz Wealth PLAN | 9.8k | $493k | 100% | Dec 2025 |
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| GFS Advisors | 9.5k | $477k | 41% | Dec 2025 |
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| Mather Group | 8.5k | $420k | 100% | Mar 2026 |
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| Advocacy Wealth Management Services | 8.3k | $420k | -4% | Dec 2025 |
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| HBK Sorce Advisory | 8.1k | $408k | 100% | Dec 2025 |
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| Kennedy Investment Group | 8.1k | $399k | 100% | Mar 2026 |
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| Kingswood Wealth Advisors | 8.0k | $405k | 28% | Dec 2025 |
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| Steward Partners Investment Advisory | 7.3k | $366k | -6% | Dec 2025 |
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| Ables, Iannone, Moore & Associates | 7.0k | $347k | -13% | Mar 2026 |
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| Atlas Brown | 7.0k | $344k | 0% | Mar 2026 |
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| Ironsides Asset Advisors | 6.9k | $348k | -5% | Dec 2025 |
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| Hegarty Advisors | 6.9k | $346k | 100% | Dec 2025 |
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| BAM Wealth Management | 6.8k | $338k | 2% | Mar 2026 |
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| We Are One Seven | 6.7k | $336k | 100% | Dec 2025 |
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| Magnolia Private Wealth | 6.4k | $317k | 3% | Mar 2026 |
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| Lido Advisors | 6.4k | $321k | 0% | Dec 2025 |
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| Brian McDonald | 6.4k | $320k | 0% | Dec 2025 |
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| Straight Path Wealth Management | 6.0k | $299k | -6% | Mar 2026 |
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| Revisor Wealth Management | 5.8k | $295k | 100% | Dec 2025 |
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| SFI Advisors | 5.8k | $290k | 0% | Dec 2025 |
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| Founders Financial Securities | 5.7k | $284k | 5% | Mar 2026 |
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| Granite Springs Asset Management | 5.3k | $268k | 9% | Dec 2025 |
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| Sharp Financial Services | 5.2k | $262k | 8% | Dec 2025 |
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| Meridian Wealth Management | 5.0k | $253k | -74% | Dec 2025 |
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| Mosley Wealth Management | 5.0k | $253k | 100% | Dec 2025 |
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| Vawter Financial | 5.0k | $251k | 100% | Dec 2025 |
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| Whittier Trust | 4.9k | $250k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 4.8k | $242k | 4% | Dec 2025 |
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| Independent Advisor Alliance | 4.3k | $219k | 100% | Dec 2025 |
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| Nations Financial Group | 4.1k | $203k | 2% | Mar 2026 |
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| OneAscent Family Office | 4.1k | $201k | 1% | Mar 2026 |
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| Rockefeller Capital Management | 3.8k | $189k | 275% | Dec 2025 |
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| Coastal Investment Advisors | 3.4k | $168k | 100% | Mar 2026 |
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| Creative Financial Designs | 3.4k | $168k | 1% | Mar 2026 |
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| SRS Capital Advisors | 3.1k | $154k | 100% | Dec 2025 |
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| AE Wealth Management | 2.7k | $134k | -43% | Dec 2025 |
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| Harbour Investments | 2.6k | $130k | 105% | Dec 2025 |
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| Farther Finance Advisors | 1.8k | $90k | 1% | Mar 2026 |
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| Global Retirement Partners | 1.6k | $81k | -5% | Dec 2025 |
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| Kestra Advisory Services | 1.4k | $71k | 100% | Dec 2025 |
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| Us Bancorp | 1.2k | $61k | 118% | Dec 2025 |
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| Webster Bank, N. A. | 1.0k | $50k | 0% | Mar 2026 |
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| Colonial Trust Co / SC | 1.0k | $50k | 0% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 745.00 | $38k | 0% | Dec 2025 |
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| ORG Wealth Partners | 285.00 | $14k | 0% | Dec 2025 |
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| AdvisorNet Financial | 284.00 | $14k | 0% | Mar 2026 |
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| Pnc Financial Services | 284.00 | $14k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 174.00 | $8.8k | -54% | Dec 2025 |
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| Assetmark | 160.00 | $8.1k | 742% | Dec 2025 |
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| Mot | 129.00 | $6.4k | 100% | Mar 2026 |
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| CWM | 114.00 | $6.0k | 0% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 21.00 | $1.0k | 0% | Mar 2026 |
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| Smartleaf Asset Management | 12.00 | $605.000400 | 100% | Dec 2025 |
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| Signature | 1.00 | $37.000000 | -99% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 351k | $18M |
| Northern Financial Advisors | Sep 2025 | 42k | $2.1M |
| Ameritas Advisory Services | Sep 2025 | 32k | $1.6M |
| GK Wealth Management | Dec 2025 | 19k | $957k |
| Kovitz Investment Group Partners | Sep 2025 | 10k | $503k |
| Stephens | Sep 2025 | 6.9k | $346k |
| First Citizens Bank & Trust | Sep 2025 | 6.7k | $338k |
| Wedmont Private Capital | Dec 2025 | 5.3k | $270k |
| Vigilare Wealth Management | Dec 2025 | 5.1k | $255k |
| Tradewinds Capital Management | Dec 2025 | 1.0k | $50k |
| Investors Research Corp | Dec 2025 | 446.00 | $23k |
| Atlantic Trust | Sep 2025 | 192.00 | $9.7k |
| IFP Advisors | Dec 2025 | 167.00 | $8.4k |
| Bnp Paribas Arbitrage, Snc | Sep 2025 | 85.00 | $4.3k |
| Hughes Financial Services | Sep 2025 | 65.00 | $3.3k |
| Archer Investment Corp | Sep 2025 | 22.00 | $1.1k |
| FMR | Sep 2025 | 18.00 | $905.999400 |