SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA)

CUSIP: 82889N525

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / MBS ETF
Total 13F shares
10,510,007
Share change
+5,250,875
Total reported value
$529,297,014
Price per share
$50.36
Number of holders
67
Value change
+$264,210,253
Number of buys
55
Number of sells
13

Quarterly Holders Quick Answers

What is CUSIP 82889N525?
CUSIP 82889N525 identifies MTBA - SIMPLIFY EXCHANGE TRADED FUN - MBS ETF in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of MTBA - SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) as of Q2 2024

As of 30 Jun 2024, SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) was held by 67 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 10,510,007 shares. The largest 10 holders included Municipal Employees' Retirement System of Michigan, MML INVESTORS SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Mill Creek Capital Advisors, LLC, Simplify Asset Management Inc., WELLS FARGO & COMPANY/MN, Watchman Group, Inc., EVERGREEN CAPITAL MANAGEMENT LLC, PEAK FINANCIAL ADVISORS LLC, and CI INVESTMENTS INC.. This page lists 67 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
46
Q2 2024 holders
67
Holder diff
21
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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