Back to LPL Financial LLC LPL Financial LLC

MTBAMTBA
8 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

LPL Financial LLC holds 544,297 shares of MTBA (SIMPLIFY EXCHANGE TRADED FUN), worth $26.7M as of 2026-Q2. The position was decreased (-6.6% shares). MTBA represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$26.7M

Current Shares

544,297

Total Value Change

+$25.9M

Total Shares Change

+529,051

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
544,297
-6.6%
$26.7M0.0%$48.84
0
2026-Q1
Increased
582,643
+3.8%
$28.8M0.0%$48.52
30
2025-Q4
Increased
561,544
+1.3%
$28.3M0.0%$48.73
29
2025-Q3
Increased
554,488
+89.3%
$27.9M0.0%$47.93
45
2025-Q2
Increased
292,944
+200.8%
$14.7M0.0%$46.97
45
2025-Q1
Increased
97,403
+68.6%
$4.9M0.0%$46.32
40
2024-Q4
Increased
57,757
+278.8%
$2.9M0.0%$45.22
42
2024-Q3
New
15,246
-
$784,8520.0%$46.15
34

Other major holders of MTBA: SEI INVESTMENTS CO, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used