MTBA SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 151 | 19,843,589 | $9.75亿 | 16 | 50 | 65 | 23 | -$1.07亿 |
| 2026Q1 | 157 | 22,046,086 | $10.90亿 | 22 | 79 | 42 | 19 | $1,335.88万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| L2 Asset Management, LLC | 加仓 | $1,416.80万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,002.51万 |
| WealthPlan Investment Management, LLC | 加仓 | $842.62万 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 加仓 | $672.41万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 加仓 | $607.70万 |
| Fort Sheridan Advisors LLC | 加仓 | $516.87万 |
| Independent Advisor Alliance | 加仓 | $509.49万 |
| Edge Wealth Management LLC | 加仓 | $352.75万 |
| Convergence Financial, LLC | 加仓 | $344.46万 |
| Western Wealth Management, LLC | 新建仓 | $257.01万 |
| Pekin Hardy Strauss, Inc. | 加仓 | $254.17万 |
| Watchman Group, Inc. | 加仓 | $230.76万 |
| Encompass More Asset Management | 新建仓 | $229.93万 |
| Tortoise Investment Management, LLC | 加仓 | $220.31万 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 加仓 | $215.87万 |
| CreativeOne Wealth, LLC | 加仓 | $199.01万 |
| CITADEL ADVISORS LLC | 加仓 | $197.51万 |
| ROYAL BANK OF CANADA | 加仓 | $197.14万 |
| Crumly & Associates Inc. | 加仓 | $190.71万 |
| Keel Point, LLC | 新建仓 | $189.78万 |
2026Q1 卖出最多
| CI INVESTMENTS INC. | 清仓 | -$1,812.03万 |
| Morling Financial Advisors, LLC | 清仓 | -$1,707.58万 |
| Tidal Investments LLC | 减仓 | -$884.80万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$869.36万 |
| Proficio Capital Partners LLC | 减仓 | -$828.50万 |
| Family Manage LLC | 清仓 | -$678.36万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$612.32万 |
| Heck Capital Advisors, LLC | 减仓 | -$431.82万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$244.08万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$203.77万 |
| Calamos Advisors LLC | 减仓 | -$184.02万 |
| PEAK FINANCIAL ADVISORS LLC | 减仓 | -$155.93万 |
| BAR HARBOR WEALTH MANAGEMENT | 减仓 | -$137.70万 |
| Andina Capital Management, LLC | 减仓 | -$113.07万 |
| True Wealth Design, LLC | 减仓 | -$101.65万 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 清仓 | -$94.06万 |
| Continuum Advisory, LLC | 减仓 | -$88.59万 |
| JANE STREET GROUP, LLC | 清仓 | -$59.26万 |
| Knights of Columbus Asset Advisors LLC | 减仓 | -$53.96万 |
| Nautilus Advisors LLC | 减仓 | -$51.15万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2,474,122 | $1.22亿 | 0.03% | 202,692 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,673,183 | $8,275.56万 | 0.02% | -41,198 | 减仓 |
| MML INVESTORS SERVICES, LLC | 1,631,854 | $8,071.15万 | 0.22% | -123,802 | 减仓 |
| Edge Wealth Management LLC | 1,071,359 | $5,298.94万 | 9.06% | 71,321 | 加仓 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,061,848 | $5,251.90万 | 1.14% | -6,451 | 减仓 |
| Watchman Group, Inc. | 877,875 | $4,341.97万 | 10.51% | 46,655 | 加仓 |
| Hilton Capital Management, LLC | 855,402 | $4,230.82万 | 3.20% | 14,052 | 加仓 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 819,151 | $4,051.52万 | 5.45% | 135,950 | 加仓 |
| CreativeOne Wealth, LLC | 649,295 | $3,211.41万 | 0.75% | 40,237 | 加仓 |
| LPL Financial LLC | 582,643 | $2,881.75万 | 0.01% | 21,099 | 加仓 |
| L2 Asset Management, LLC | 559,008 | $2,764.86万 | 2.20% | 286,454 | 加仓 |
| Tortoise Investment Management, LLC | 515,238 | $2,548.37万 | 2.10% | 44,543 | 加仓 |
| Aprio Wealth Management, LLC | 463,325 | $2,291.61万 | 1.25% | 15,954 | 加仓 |
| Convergence Financial, LLC | 462,501 | $2,287.53万 | 2.43% | 69,645 | 加仓 |
| Pekin Hardy Strauss, Inc. | 410,028 | $2,028.00万 | 2.12% | 51,388 | 加仓 |
| Proficio Capital Partners LLC | 383,745 | $1,898.00万 | 1.01% | -167,510 | 减仓 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 379,512 | $1,877.07万 | 3.45% | 43,646 | 加仓 |
| PEAK FINANCIAL ADVISORS LLC | 343,050 | $1,696.72万 | 7.51% | -31,526 | 减仓 |
| Horizon Investments, LLC | 301,338 | $1,483.19万 | 0.17% | 18,466 | 加仓 |
| ROYAL BANK OF CANADA | 291,789 | $1,443.20万 | 0.00% | 39,859 | 加仓 |
| WealthPlan Investment Management, LLC | 286,783 | $1,418.43万 | 0.79% | 170,364 | 加仓 |
| Bank of New York Mellon Corp | 261,015 | $1,290.98万 | 0.00% | 2,027 | 加仓 |
| BAR HARBOR WEALTH MANAGEMENT | 245,329 | $1,213.40万 | 0.71% | -27,841 | 减仓 |
| True Wealth Design, LLC | 229,914 | $1,137.15万 | 3.15% | -20,551 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 227,652 | $1,125.97万 | 0.02% | 9,623 | 加仓 |
| Ethos Financial Group, LLC | 211,889 | $1,045.04万 | 0.76% | 21,596 | 加仓 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 195,398 | $966.44万 | 1.63% | 122,867 | 加仓 |
| Janney Montgomery Scott LLC | 187,889 | $929.30万 | 0.02% | -996 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 175,942 | $871.97万 | 0.02% | -175,416 | 减仓 |
| COMPASS CAPITAL CORP /MA/ /ADV | 168,906 | $834.56万 | 2.52% | 3,316 | 加仓 |
| Sanctuary Advisors, LLC | 159,902 | $790.87万 | 0.04% | 6,424 | 加仓 |
| BANK OF MONTREAL /CAN/ | 155,241 | $767.82万 | 0.00% | 26,094 | 加仓 |
| JPMORGAN CHASE & CO | 145,765 | $718.92万 | 0.00% | 5,920 | 加仓 |
| FIRST AMERICAN TRUST, FSB | 141,679 | $700.74万 | 0.47% | -3,666 | 减仓 |
| NWAM LLC | 135,658 | $670.96万 | 0.39% | -6,414 | 减仓 |
| ABBINGTON INVESTMENT GROUP | 130,490 | $645.40万 | 3.75% | 3,109 | 加仓 |
| Professional Financial Management, Inc. | 129,045 | $638.26万 | 6.64% | 7,795 | 加仓 |
| Fort Sheridan Advisors LLC | 119,661 | $591.84万 | 0.72% | 104,504 | 加仓 |
| Calamos Advisors LLC | 119,060 | $588.87万 | 0.02% | -37,205 | 减仓 |
| Seneca House Advisors | 118,837 | $587.77万 | 2.34% | 17,525 | 加仓 |
| Tidal Investments LLC | 112,748 | $557.65万 | 0.01% | -178,893 | 减仓 |
| Breakwater Capital Group | 112,595 | $556.89万 | 0.75% | 26,676 | 加仓 |
| Independent Advisor Alliance | 107,350 | $530.95万 | 0.06% | 103,010 | 加仓 |
| Private Advisor Group, LLC | 106,068 | $524.61万 | 0.02% | 1,894 | 加仓 |
| TRUIST FINANCIAL CORP | 86,005 | $425.38万 | 0.01% | 3,457 | 加仓 |
| CITADEL ADVISORS LLC | 83,593 | $413.45万 | 0.00% | 39,933 | 加仓 |
| WEDBUSH SECURITIES INC | 72,113 | $356.70万 | 0.10% | 6,930 | 加仓 |
| Beckerman Institutional, LLC | 64,870 | $320.85万 | 1.70% | 21,241 | 加仓 |
| J.W. COLE ADVISORS, INC. | 62,764 | $310.43万 | 0.10% | 3,854 | 加仓 |
| Narwhal Capital Management | 62,064 | $306.97万 | 0.23% | -10,004 | 减仓 |
内部人交易（Form 4）
MTBA 董事、高管和大股东的最新买卖申报。专业版可看 🔒