Simplify Mbs ETF
$48.25-0.3%
-$66.8M
Net Activity
-14.03% total shares
Institutions Holding
151
Popularity Rank
#3670
Avg Weight
0.45%
Total Value
$927.1M
151 institutions currently hold MTBA, with 71 net buyers and 91 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
91
Net Buying Institutions
71
Top 5 by Value
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Across its top 20 institutional holders, MTBA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 25/100).
MTBA ranks #3670 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
MTBA is a top-conviction position for Watchman Group, Inc. — at 9.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in MTBA belongs to Envestnet Asset Management Inc, but the position matters far more to Watchman Group, Inc., who has 9.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Knightsbridge Asset Management, LLC has added to its MTBA position for two straight quarters, increasing it by $12.1M to reach $46.5M today.
Hilton Capital Management, LLC has trimmed its MTBA position for two straight quarters, cutting it by $22.8M while still holding $19.6M.
MTBA is down 0.3% today, and institutions have been net sellers of $66.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$55.9M
Total Buy Value
$200.4M
Total Sell Value
71
Net Buyers
91
Net Sellers
MTBA
Q2 2026
Top 5 Institutional Movers
-$22.9M
-$22.7M
-$16.6M
-$14.8M
+$14.4M
MTBA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
82889N525
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Access MTBA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MTBACLI
npx alphasmo stocks get MTBA