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Stock index based on fund manager consensus updated each quarter
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Simplify MBS ETF
MTBA
Market cap
$1.46B
Overview
Fund Trends
Fund Holders
48.40
USD
-0.18
0.37%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
-0.37%
5 days
-0.55%
1 month
-0.45%
3 months
-1.53%
6 months
-4.08%
Year to date
-3.99%
1 year
-3.74%
5 years
-3.43%
10 years
-3.43%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
26
VWM
26
Venturi Wealth Management
Austin,
Texas
$46.5K
+$45.9K
+900
New
1
2
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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