We are live on ! Find out more
MTBA icon

Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
26
Heck Capital Advisors
Wisconsin
$11.8M +$164K +3,262 +1%
TWD
27
True Wealth Design
Ohio
$10.9M +$685K +13,642 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$10.6M -$416K -8,291 -4%
FM
29
Family Management
New York
$9.83M -$199K -3,955 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$9.75M +$3.78M +75,379 +64%
JP Morgan Chase
31
JP Morgan Chase
New York
$8.73M +$2.5M +49,765 +40%
FAT
32
First American Trust
California
$7.48M +$26.8K +533 +0.4%
SA
33
Sanctuary Advisors
Indiana
$7.35M +$513K +10,221 +8%
NL
34
NWAM LLC
Washington
$7.25M -$465K -9,256 -6%
EFG
35
Ethos Financial Group
Pennsylvania
$7.15M -$521K -10,378 -7%
Calamos Advisors
36
Calamos Advisors
Illinois
$7.05M +$3.81M +75,858 +118%
PEA
37
Park Edge Advisors
Ohio
$6.69M +$1.86M +37,072 +39%
CCC
38
Compass Capital Corp
Massachusetts
$6.56M
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5.8M +$1.93M +38,445 +50%
PAG
40
Private Advisor Group
New Jersey
$5.06M +$367K +7,300 +8%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$4.87M +$795K +15,825 +20%
CA
42
Continuum Advisory
Idaho
$4.12M +$4.11M +81,924 New
NCM
43
Narwhal Capital Management
Georgia
$4.12M +$534K +10,629 +15%
Truist Financial
44
Truist Financial
North Carolina
$3.83M +$585K +11,652 +18%
AIG
45
Abbington Investment Group
Connecticut
$3.57M +$3.56M +70,978 New
ACM
46
Andina Capital Management
Utah
$3.53M -$361K -7,198 -9%
BCG
47
Breakwater Capital Group
New Jersey
$3.46M +$480K +9,563 +16%
JWCA
48
J.W. Cole Advisors
Florida
$3.23M +$424K +8,451 +15%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.97M -$101K -2,008 -3%
SHA
50
Seneca House Advisors
Virginia
$2.94M +$159K +3,165 +6%