$49.31
-0.22 (-0.44%)
Market Cap
$1.7B
Shares Outstanding
34,094,349
Institutional Holders
149
Total Inst. Value
$977.8M
% of Float Held
—
QoQ Holder Change
+114
Institutional data as of Q1 2025
New Positions
46
Closed Positions
20
Increased
61
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SEI INVESTMENTS CO | $146.1M | 2,914,552 |
| 2 | Municipal Employees' Retirement System of Michigan | $119.3M | 2,378,493 |
| 3 | WELLS FARGO & COMPANY/MN | $77.8M | 1,550,907 |
| 4 | MML INVESTORS SERVICES, LLC | $71.7M | 1,429,216 |
| 5 | Hilton Capital Management, LLC | $57.7M | 1,151,005 |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | $53.1M | 1,058,867 |
| 7 | Mill Creek Capital Advisors, LLC | $37.0M | 737,341 |
| 8 | Watchman Group, Inc. | $35.4M | 705,768 |
| 9 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $27.7M | 557,743 |
| 10 | PEAK FINANCIAL ADVISORS LLCNew | $18.5M | 369,233 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | +114K | $71.7M |
| Hilton Capital Management, LLC | +488K | $57.7M |
| EVERGREEN CAPITAL MANAGEMENT LLC | +317K | $53.1M |
| Mill Creek Capital Advisors, LLC | +25K | $37.0M |
| Watchman Group, Inc. | +125K | $35.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -7.9M | $13.1M |
| Municipal Employees' Retirement System of Michigan | -761K | $119.3M |
| CITADEL ADVISORS LLC | -70K | $3K |
| LEUTHOLD GROUP, LLC | -54K | $6.2M |
| BlackDiamond Wealth Management, LLC | -40K | $206K |
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Frequently Asked Questions
How many institutional investors hold MTBA?
As of Q1 2025, 149 institutional investors report holding MTBA (Simplify MBS ETF) in their 13F filings.
Which hedge fund owns the most MTBA?
The largest institutional holder of MTBA is SEI INVESTMENTS CO with $146.1M in shares.
Are institutions buying or selling MTBA?
This quarter, 46 institutions opened new positions in MTBA and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.