13FBOX
SIMPLIFY MBS ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SIMPLIFY MBS ETF

MTBA
持有机构数
150
机构合计市值 (Q2 2026)
$9.28亿
机构合计股数 (Q2 2026)
1,889.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+108.8万股
71 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-420.1万股
90 · 27 清仓 · ≈
⚖️ 净额
-311.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.28亿
持有机构数
150
新买入
21
加仓
50
减仓
63
清仓
27
持股不变
16
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#75$1.10亿225.0万股$1.22亿247.4万股-22.4万股-9.05%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.19%0.22%#46$9,509.7万193.8万股$8,071.2万163.2万股+30.6万股+18.76%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.02%#88$7,994.4万162.9万股$8,275.6万167.3万股-4.4万股-2.63%减仓
Edge Wealth Management LLC
9.01%9.06%#2$5,352.3万109.1万股$5,298.9万107.1万股+1.9万股+1.81%加仓
长青资本管理EVERGREEN CAPITAL MANAGEMENT LLC
0.91%1.14%#18$5,175.5万105.5万股$5,251.9万106.2万股-7,139股-0.67%减仓
Watchman Group, Inc.
9.9%10.51%#1$4,427.4万90.2万股$4,342.0万87.8万股+2.4万股+2.78%加仓
CreativeOne Wealth, LLC
0.76%0.75%#19$3,505.7万71.4万股$3,211.4万64.9万股+6.5万股+10.03%加仓
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
4.14%5.45%#3$3,444.0万68.3万股$4,051.5万81.9万股-13.6万股-16.60%减仓
LPL金融LPL Financial LLC
0.01%0.01%#99$2,670.9万54.4万股$2,881.8万58.3万股-3.8万股-6.58%减仓
Tortoise Investment Management, LLC
1.93%2.1%#8$2,588.0万52.7万股$2,548.4万51.5万股+1.2万股+2.36%加仓
Aprio Wealth Management, LLC
1.18%1.25%#16$2,380.5万48.5万股$2,291.6万46.3万股+2.2万股+4.70%加仓
HUTCHINSON CAPITAL MANAGEMENT/CA
3.38%3.45%#5$1,972.3万40.2万股$1,877.1万38.0万股+2.2万股+5.91%加仓
Hilton Capital Management, LLC
1.33%3.2%#15$1,956.7万39.9万股$4,230.8万85.5万股-45.7万股-53.38%减仓
Pekin Hardy Strauss, Inc.
1.66%2.12%#10$1,881.9万38.4万股$2,028.0万41.0万股-2.7万股-6.47%减仓
Proficio 资本合伙人Proficio Capital Partners LLC
0.6%1.01%#28$1,661.2万33.9万股$1,898.0万38.4万股-4.5万股-11.78%减仓
L2 Asset Management, LLC
1.5%2.63%#12$1,448.5万29.5万股$2,764.9万55.9万股-26.4万股-47.20%减仓
WealthPlan Investment Management, LLC
0.67%0.79%#24$1,340.2万27.3万股$1,418.4万28.7万股-1.4万股-4.77%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#113$1,219.1万24.8万股$1,443.2万29.2万股-4.3万股-14.85%减仓
BAR HARBOR WEALTH MANAGEMENT
0.63%0.71%#27$1,179.2万24.0万股$1,213.4万24.5万股-5,028股-2.05%减仓
True Wealth Design, LLC
2.57%3.15%#6$1,080.4万22.0万股$1,137.2万23.0万股-9,733股-4.23%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#89$977.8万19.9万股$1,126.0万22.8万股-2.8万股-12.47%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.04%0.04%#68$956.0万19.5万股$790.9万16.0万股+3.5万股+21.84%加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.42%1.63%#14$954.8万19.5万股$966.4万19.5万股-815股-0.42%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#127$881.4万17.9万股$718.9万14.6万股+3.3万股+22.82%加仓
Tidal投资Tidal Investments LLC
0.01%0.01%#87$852.7万17.4万股$557.7万11.3万股+6.1万股+54.12%加仓
FIRST AMERICAN TRUST, FSB
0.47%0.47%#30$778.5万15.9万股$700.7万14.2万股+1.7万股+11.98%加仓
COMPASS CAPITAL CORP /MA/ /ADV
2.51%2.99%#7$751.2万15.4万股$834.6万16.9万股-1.5万股-8.63%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.02%#90$743.8万15.2万股$872.0万17.6万股-2.4万股-13.59%减仓
Ethos Financial Group, LLC
0.44%0.76%#31$665.1万13.6万股$1,045.0万21.2万股-7.6万股-36.03%减仓
Fort Sheridan Advisors LLC
0.67%0.72%#23$624.6万12.7万股$591.8万12.0万股+7,625股+6.37%加仓
ABBINGTON INVESTMENT GROUP
3.8%3.75%#4$596.4万12.2万股$645.4万13.0万股-8,945股-6.85%减仓
NWAM LLC
0.29%0.39%#40$572.2万11.7万股$671.0万13.6万股-1.9万股-14.04%减仓
Janney Montgomery Scott LLC
0.01%0.02%#91$556.0万11.3万股$929.3万18.8万股-7.5万股-39.69%减仓
Keel Point, LLC
0.3%0.13%#39$514.3万10.5万股$189.8万3.8万股+6.6万股+173.14%加仓
Calamos顾问Calamos Advisors LLC
0.02%0.02%#83$511.2万10.4万股$588.9万11.9万股-1.5万股-12.50%减仓
WEDBUSH SECURITIES INC
0.13%0.1%#52$485.6万9.9万股$356.7万7.2万股+2.7万股+37.22%加仓
Breakwater Capital Group
0.56%0.75%#29$468.1万9.5万股$556.9万11.3万股-1.7万股-15.28%减仓
Seneca House Advisors
1.45%2.34%#13$409.8万8.4万股$587.8万11.9万股-3.5万股-29.73%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.06%0.1%#66$345.6万7.0万股$310.4万6.3万股+7,673股+12.23%加仓
Beckerman Institutional, LLC
1.53%1.7%#11$322.2万6.6万股$320.8万6.5万股+800股+1.23%加仓
Park Edge Advisors, LLC
0.66%0.7%#25$314.3万6.4万股$303.5万6.1万股+2,679股+4.37%加仓
Lifetime Wealth Management P.C.
1.66%1.69%#9$284.9万5.8万股$297.9万6.0万股-2,175股-3.61%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.03%#71$273.3万5.6万股$242.1万4.9万股+6,738股+13.77%加仓
Western 财富管理Western Wealth Management, LLC
0.09%0.1%#61$270.4万5.5万股$257.0万5.2万股+3,144股+6.05%加仓
FIRST NATIONAL BANK SIOUX FALLS
0.74%0.72%#20$261.7万5.3万股$261.7万5.3万股00.00%持仓不变
第一曼哈顿FIRST MANHATTAN CO. LLC.
0.01%0.01%#98$245.4万5.0万股$247.3万5.0万股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%0.01%#109$197.7万4.0万股$425.4万8.6万股-4.6万股-53.15%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.03%#72$189.8万3.9万股$00股+3.9万股新买入
达科他财富管理Dakota Wealth Management
0.03%#70$165.8万3.4万股$00股+3.4万股新买入
PRIVATE CLIENT SERVICES, LLC
0.42%0.75%#32$161.9万3.3万股$251.5万5.1万股-1.8万股-35.12%减仓

🧭 机构资金流板块热力图

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