Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / MBS ETF
-
Total 13F shares
-
22,592,490
-
Share change
-
+665,795
-
Total reported value
-
$1,132,654,542
-
Price per share
-
$50.14
-
Number of holders
-
151
-
Value change
-
+$33,693,427
-
Number of buys
-
103
-
Number of sells
-
50
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) as of Q1 2025
As of 31 Mar 2025,
SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) was held by
151 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,592,490 shares.
The largest 10 holders included
SEI INVESTMENTS CO, Municipal Employees' Retirement System of Michigan, ENVESTNET ASSET MANAGEMENT INC, WELLS FARGO & COMPANY/MN, MML INVESTORS SERVICES, LLC, Hilton Capital Management, LLC, EVERGREEN CAPITAL MANAGEMENT LLC, Mill Creek Capital Advisors, LLC, Watchman Group, Inc., and KNIGHTSBRIDGE ASSET MANAGEMENT, LLC.
This page lists
152
institutional shareholders reporting positions in this security
for the Q1 2025 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.