MTBA — Simplify Exchange Traded Fun 机构持仓 · 2026年Q3
谁持有 Simplify Exchange Traded Fun(MTBA)?2026年Q3(报告期截至 2026-09-30)共有 9 家机构在 SEC 13F 申报中报告持有,合计 617.51 万美元。前几大持有机构:Private Client Services, LLC(160.00 万美元)、Longview Financial Advisors, Inc.(110.00 万美元)、Crumly & Associates Inc.(95.68 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | PRIVATE CLIENT SERVICES, LLC | $1.6M | 33,887 | 增持 |
| 2 | Longview Financial Advisors, Inc. | $1.1M | 24,141 | 减持 |
| 3 | Crumly & Associates Inc. | $956,756 | 20,461 | 减持 |
| 4 | GK Wealth Management LLC | $732,882 | 15,674 | 减持 |
| 5 | Breakwater Capital Group | $705,827 | 15,095 | 减持 |
| 6 | Nautilus Advisors LLC | $426,292 | 9,117 | 减持 |
| 7 | Atlas Brown,Inc. | $324,982 | 6,950 | 持平 |
| 8 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $289,023 | 6,181 | 减持 |
| 9 | Farther Finance Advisors, LLC | $25,952 | 555 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30