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 🔒 | ||||||||
2026Q2 买入最多
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 加仓 | $4,029.71万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $1,502.15万 |
| Keel Point, LLC | 加仓 | $325.99万 |
| CreativeOne Wealth, LLC | 加仓 | $319.60万 |
| Tidal Investments LLC | 加仓 | $299.43万 |
| Arkadios Wealth Advisors | 新建仓 | $189.76万 |
| Sanctuary Advisors, LLC | 加仓 | $171.34万 |
| Dakota Wealth Management | 新建仓 | $165.81万 |
| JPMORGAN CHASE & CO | 加仓 | $163.75万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $151.04万 |
| Ameritas Advisory Services, LLC | 新建仓 | $139.58万 |
| WEDBUSH SECURITIES INC | 加仓 | $131.72万 |
| Watchman Group, Inc. | 加仓 | $119.63万 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 加仓 | $110.06万 |
| Aprio Wealth Management, LLC | 加仓 | $106.94万 |
| Edge Wealth Management LLC | 加仓 | $95.19万 |
| Mosley Wealth Management | 加仓 | $89.49万 |
| FIRST AMERICAN TRUST, FSB | 加仓 | $83.29万 |
| Keeler Thomas Management LLC | 新建仓 | $68.00万 |
| Knights of Columbus Asset Advisors LLC | 加仓 | $62.34万 |
2026Q2 卖出最多
| Convergence Financial, LLC | 清仓 | -$2,287.53万 |
| Hilton Capital Management, LLC | 减仓 | -$2,240.77万 |
| PEAK FINANCIAL ADVISORS LLC | 减仓 | -$1,651.42万 |
| Horizon Investments, LLC | 清仓 | -$1,483.19万 |
| L2 Asset Management, LLC | 减仓 | -$1,294.58万 |
| Bank of New York Mellon Corp | 清仓 | -$1,290.98万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$1,098.19万 |
| BANK OF MONTREAL /CAN/ | 减仓 | -$678.77万 |
| Professional Financial Management, Inc. | 清仓 | -$638.26万 |
| Independent Advisor Alliance | 减仓 | -$497.13万 |
| Private Advisor Group, LLC | 减仓 | -$424.51万 |
| Ethos Financial Group, LLC | 减仓 | -$374.63万 |
| Janney Montgomery Scott LLC | 减仓 | -$365.93万 |
| CITADEL ADVISORS LLC | 减仓 | -$362.18万 |
| Narwhal Capital Management | 清仓 | -$306.97万 |
| Heck Capital Advisors, LLC | 清仓 | -$303.63万 |
| Triad Investment Management | 清仓 | -$256.35万 |
| Encompass More Asset Management | 清仓 | -$229.93万 |
| TRUIST FINANCIAL CORP | 减仓 | -$224.32万 |
| Proficio Capital Partners LLC | 减仓 | -$221.85万 |
2026Q2 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 | 2,250,321 | $1.10亿 | 0.03% | -223,801 | 减仓 |
| MML INVESTORS SERVICES, LLC | 1,937,978 | $9,509.66万 | 0.19% | 306,124 | 加仓 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1,631,081 | $8,095.26万 | 5.42% | 811,930 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,629,192 | $7,994.45万 | 0.01% | -43,991 | 减仓 |
| Edge Wealth Management LLC | 1,090,758 | $5,352.35万 | 9.01% | 19,399 | 加仓 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,054,709 | $5,175.46万 | 0.91% | -7,139 | 减仓 |
| Watchman Group, Inc. | 902,254 | $4,427.36万 | 9.90% | 24,379 | 加仓 |
| CreativeOne Wealth, LLC | 714,426 | $3,505.69万 | 0.76% | 65,131 | 加仓 |
| LPL Financial LLC | 544,297 | $2,670.86万 | 0.01% | -38,346 | 减仓 |
| Tortoise Investment Management, LLC | 527,409 | $2,588.00万 | 1.93% | 12,171 | 加仓 |
| Aprio Wealth Management, LLC | 485,119 | $2,380.48万 | 1.18% | 21,794 | 加仓 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 401,942 | $1,972.33万 | 3.38% | 22,430 | 加仓 |
| Hilton Capital Management, LLC | 398,755 | $1,956.69万 | 1.33% | -456,647 | 减仓 |
| Pekin Hardy Strauss, Inc. | 383,511 | $1,881.89万 | 1.66% | -26,517 | 减仓 |
| Proficio Capital Partners LLC | 338,534 | $1,661.19万 | 0.60% | -45,211 | 减仓 |
| L2 Asset Management, LLC | 295,184 | $1,448.47万 | 1.50% | -263,824 | 减仓 |
| WealthPlan Investment Management, LLC | 273,112 | $1,340.16万 | 0.67% | -13,671 | 减仓 |
| ROYAL BANK OF CANADA | 248,445 | $1,219.10万 | 0.00% | -43,344 | 减仓 |
| BAR HARBOR WEALTH MANAGEMENT | 240,301 | $1,179.16万 | 0.63% | -5,028 | 减仓 |
| True Wealth Design, LLC | 220,181 | $1,080.43万 | 2.57% | -9,733 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 199,270 | $977.82万 | 0.01% | -28,382 | 减仓 |
| Sanctuary Advisors, LLC | 194,820 | $955.98万 | 0.04% | 34,918 | 加仓 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 194,583 | $954.82万 | 1.42% | -815 | 减仓 |
| JPMORGAN CHASE & CO | 179,024 | $881.43万 | 0.00% | 33,259 | 加仓 |
| Tidal Investments LLC | 173,768 | $852.68万 | 0.01% | 61,020 | 加仓 |
| FIRST AMERICAN TRUST, FSB | 158,653 | $778.51万 | 0.47% | 16,974 | 加仓 |
| COMPASS CAPITAL CORP /MA/ /ADV | 154,330 | $751.19万 | 2.44% | -14,576 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 152,032 | $743.82万 | 0.01% | -23,910 | 减仓 |
| Ethos Financial Group, LLC | 135,544 | $665.12万 | 0.44% | -76,345 | 减仓 |
| Fort Sheridan Advisors LLC | 127,286 | $624.59万 | 0.67% | 7,625 | 加仓 |
| ABBINGTON INVESTMENT GROUP | 121,545 | $596.42万 | 3.80% | -8,945 | 减仓 |
| NWAM LLC | 116,616 | $572.24万 | 0.29% | -19,042 | 减仓 |
| Janney Montgomery Scott LLC | 113,313 | $556.00万 | 0.01% | -74,576 | 减仓 |
| Keel Point, LLC | 104,803 | $514.27万 | 0.30% | 66,433 | 加仓 |
| Calamos Advisors LLC | 104,178 | $511.20万 | 0.02% | -14,882 | 减仓 |
| WEDBUSH SECURITIES INC | 98,956 | $485.60万 | 0.13% | 26,843 | 加仓 |
| Breakwater Capital Group | 95,391 | $468.08万 | 0.56% | -17,204 | 减仓 |
| Seneca House Advisors | 83,504 | $409.75万 | 1.45% | -35,333 | 减仓 |
| J.W. COLE ADVISORS, INC. | 70,437 | $345.63万 | 0.06% | 7,673 | 加仓 |
| Beckerman Institutional, LLC | 65,670 | $322.24万 | 1.53% | 800 | 加仓 |
| Park Edge Advisors, LLC | 64,050 | $314.30万 | 0.66% | 2,679 | 加仓 |
| Lifetime Wealth Management P.C. | 58,054 | $284.87万 | 1.66% | -2,175 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 55,687 | $273.25万 | 0.03% | 6,738 | 加仓 |
| Western Wealth Management, LLC | 55,108 | $270.42万 | 0.09% | 3,144 | 加仓 |
| FIRST NATIONAL BANK SIOUX FALLS | 52,518 | $261.75万 | 0.72% | 0 | 不变 |
| FIRST MANHATTAN CO. LLC. | 50,000 | $245.35万 | 0.01% | 0 | 不变 |
| TRUIST FINANCIAL CORP | 40,291 | $197.71万 | 0.00% | -45,714 | 减仓 |
| Arkadios Wealth Advisors | 38,672 | $189.76万 | 0.03% | 38,672 | 新建仓 |
| Dakota Wealth Management | 33,790 | $165.81万 | 0.03% | 33,790 | 新建仓 |
| PRIVATE CLIENT SERVICES, LLC | 32,997 | $161.92万 | 0.42% | -17,859 | 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 🔒