MTBA

Simplify Mbs Etf

Latest period2024 - Q4Total superinvestors22

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 22 superinvestors own shares of Simplify Mbs Etf (MTBA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Mbs Etf (MTBA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Mbs Etf (MTBA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Mbs Etf (MTBA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 16.86%
1.51%
$10.29M
207,086 shares@ 49.69 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Increased 238.54%
0.56%
$8.473M
170,519 shares@ 49.69 avg price
Matthew Weinberg@Edge Wealth Management Llc
Recent Activity
Increased 605.47%
1.22%
$5.979M
120,317 shares@ 49.7 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.14%
0.02%
$5.54M
107,617 shares@ 51.49 avg price
Aryn Sands@Hart & Patterson Financial Group Llc
Recent Activity
Increased 3.69%
1.65%
$3.378M
67,974 shares@ 49.69 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 4.06%
1.32%
$2.454M
49,393 shares@ 49.69 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 183.19%
0.07%
$1.966M
39,575 shares@ 49.69 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 15.08%
0.2%
$855,816
17,223 shares@ 49.7 avg price
Emma M. Wyman@Ables, Iannone, Moore & Associates, Inc.
Recent Activity
Increased 5.73%
0.14%
$216,400
4,355 shares@ 49.7 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 0.88%
0.01%
$17,163
345 shares@ 49.75 avg price