SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA)

CUSIP: 82889N525

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / MBS ETF
Total 13F shares
20,940,086
Share change
+9,578,570
Total reported value
$1,077,690,169
Price per share
$51.48
Number of holders
111
Value change
+$493,173,209
Number of buys
93
Number of sells
17

Quarterly Holders Quick Answers

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

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Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) as of Q3 2024

As of 30 Sep 2024, SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) was held by 111 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,940,086 shares. The largest 10 holders included Municipal Employees' Retirement System of Michigan, SEI INVESTMENTS CO, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC, MML INVESTORS SERVICES, LLC, Simplify Asset Management Inc., Mill Creek Capital Advisors, LLC, Alpine Bank Wealth Management, EVERGREEN CAPITAL MANAGEMENT LLC, and Hilton Capital Management, LLC. This page lists 111 institutional shareholders reporting positions in this security for the Q3 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* 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.