Public ownership evidence

Simplify MBS ETF (MTBA) Ownership Disclosures

Read MTBA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Simplify MBS ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
12,641
Value (USD)
$620,296
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MTBA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MTBA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-2812,641$620,296None
Strive Financial Group ,LLC2026-06-302026-08-181,307$64,134None
Corient Private Wealth LP2026-06-302026-08-1815,175$744,628None
Proficio Capital Partners LLC2026-06-302026-08-18338,534$16,611,863None
Lifetime Wealth Management P.C.2026-06-302026-08-1858,054$2,848,711None
Legacy Wealth Advisors, LLC2026-06-302026-08-1519,170$940,676None
Mutual Advisors, LLC2026-06-302026-08-158,525$418,327None
Ameritas Advisory Services, LLC2026-06-302026-08-1528,446$1,395,822None
Caerus Investment Advisors, LLC2026-06-302026-08-154,811$236,076None
Western Wealth Management, LLC2026-06-302026-08-1555,108$2,704,173None
IFG Advisory, LLC2026-06-302026-08-1527$1,307None
OSAIC HOLDINGS, INC.2026-06-302026-08-15890$43,652None
OSAIC HOLDINGS, INC.2026-06-302026-08-1523,509$1,153,785None
Orion Porfolio Solutions, LLC2026-06-302026-08-1523,982$1,176,804None
HRT FINANCIAL LP2026-06-302026-08-1510,934$536,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1512,584$617,000None
Ancora Advisors LLC2026-06-302026-08-1522,000$1,079,540None
Keel Point, LLC2026-06-302026-08-15104,803$5,142,668None
&PARTNERS2026-06-302026-08-1511,295$554,251None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15329$16,180None
STRATEGY ASSET MANAGERS LLC2026-06-302026-08-1510,399$510,278None
ROYAL BANK OF CANADA2026-06-302026-08-1510,070$494,000None
ROYAL BANK OF CANADA2026-06-302026-08-1525,998$1,276,000None
ROYAL BANK OF CANADA2026-06-302026-08-15212,249$10,415,000None
ROYAL BANK OF CANADA2026-06-302026-08-15128$6,000None
CITADEL ADVISORS LLC2026-06-302026-08-159,784$480,101None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1530,781$1,510,424None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-1550,000$2,453,500None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,604$520,338None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1553$2,601None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,278,144$62,718,520None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15351,048$17,225,943None
BANK OF AMERICA CORP /DE/2026-06-302026-08-154,682$229,746None
Pathstone Holdings, LLC2026-06-302026-08-1412,575$617,078None
Tidal Investments LLC2026-06-302026-08-14173,768$8,526,796None
Sanctuary Advisors, LLC2026-06-302026-08-14194,820$9,559,822None
Quantinno Capital Management LP2026-06-302026-08-1413,957$684,872None
CreativeOne Wealth, LLC2026-06-302026-08-14648,807$31,836,980None
CreativeOne Wealth, LLC2026-06-302026-08-1465,619$3,219,908None
Rockefeller Capital Management L.P.2026-06-302026-08-1423,451$1,150,783None
Steward Partners Investment Advisory, LLC2026-06-302026-08-147,572$371,558None
UBS Group AG2026-06-302026-08-14254$12,464None
UBS Group AG2026-06-302026-08-142,176$106,776None
CIBC WORLD MARKET INC.2026-06-302026-08-1410,340$507,384None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-14154,330$7,511,858None
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2026-06-302026-08-14947,880$46,512,453None
L2 Asset Management, LLC2026-06-302026-08-14295,184$14,484,663None
MORGAN STANLEY2026-06-302026-08-1423,046$1,130,867None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-1387$4,269None
Smartleaf Asset Management LLC2026-06-302026-08-1312$591None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Strive Financial Group ,LLC ↗Corient Private Wealth LP ↗Proficio Capital Partners LLC ↗Lifetime Wealth Management P.C. ↗Legacy Wealth Advisors, LLC ↗Mutual Advisors, LLC ↗Ameritas Advisory Services, LLC ↗Caerus Investment Advisors, LLC ↗Western Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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