SIMPLIFY MBS ETF MTBA
$49.06
+0.1% 52w: $46.75 – $49.65
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data46.7548.2049.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
157
-1 QoQ
13F value
$1.09B
-0.6% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$5.0M calls / — puts
Institutional value by quarter
Number of holders
Who owns MTBA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.5M | $122.4M | 0.0% | +8.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7M | $82.8M | 0.0% | -2.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.6M | $80.7M | 0.2% | -7.1% |
| Edge Wealth Management LLC | Other | 1.1M | $53.0M | 9.1% | +7.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.1M | $52.5M | 1.1% | -0.6% |
| Watchman Group, Inc. | Wealth advisor | 877.9K | $43.4M | 10.5% | +5.6% |
| Hilton Capital Management, LLC | Wealth advisor | 855.4K | $42.3M | 3.2% | +1.7% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | Wealth advisor | 819.2K | $40.5M | 5.5% | +19.9% |
| CreativeOne Wealth, LLC | Wealth advisor | 649.3K | $32.1M | 0.7% | +6.6% |
| LPL Financial LLC | Bank broker | 582.6K | $28.8M | 0.0% | +3.8% |
| L2 Asset Management, LLC | Other | 559.0K | $27.6M | 2.6% | +105.1% |
| Tortoise Investment Management, LLC | Wealth advisor | 515.2K | $25.5M | 2.1% | +9.5% |
| Aprio Wealth Management, LLC | Wealth advisor | 463.3K | $22.9M | 1.3% | +3.6% |
| Convergence Financial, LLC | Wealth advisor | 462.5K | $22.9M | 2.4% | +17.7% |
| Pekin Hardy Strauss, Inc. | Other | 410.0K | $20.3M | 2.1% | +14.3% |
| Proficio Capital Partners LLC | Wealth advisor | 383.7K | $19.0M | 1.0% | -30.4% |
| HUTCHINSON CAPITAL MANAGEMENT/CA ★2 | Fundamental diversified | 379.5K | $18.8M | 3.4% | +13.0% |
| PEAK FINANCIAL ADVISORS LLC | Wealth advisor | 343.1K | $17.0M | 7.5% | -8.4% |
| Horizon Investments, LLC | Diversified mechanical | 301.3K | $14.8M | 0.2% | +6.5% |
| ROYAL BANK OF CANADA | Bank broker | 291.8K | $14.4M | 0.0% | +15.8% |
| WealthPlan Investment Management, LLC | Wealth advisor | 286.8K | $14.2M | 0.8% | +146.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 261.0K | $12.9M | 0.0% | +0.8% |
| BAR HARBOR WEALTH MANAGEMENT | Other | 245.3K | $12.1M | 0.7% | -10.2% |
| True Wealth Design, LLC | Wealth advisor | 229.9K | $11.4M | 3.2% | -8.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 227.7K | $11.3M | 0.0% | +4.4% |
| Ethos Financial Group, LLC | Wealth advisor | 211.9K | $10.5M | 0.8% | +11.3% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 195.4K | $9.7M | 1.6% | +169.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 187.9K | $9.3M | 0.0% | -0.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 175.9K | $8.7M | 0.0% | -49.9% |
| COMPASS CAPITAL CORP /MA/ /ADV | Wealth advisor | 168.9K | $8.3M | 3.0% | +2.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 159.9K | $7.9M | 0.0% | +4.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 155.2K | $7.7M | 0.0% | +20.2% |
| JPMORGAN CHASE & CO | Bank broker | 145.8K | $7.2M | 0.0% | +4.2% |
| FIRST AMERICAN TRUST, FSB | Other | 141.7K | $7.0M | 0.5% | -2.5% |
| NWAM LLC | Wealth advisor | 135.7K | $6.7M | 0.4% | -4.5% |
| ABBINGTON INVESTMENT GROUP | Wealth advisor | 130.5K | $6.5M | 3.8% | +2.4% |
| Professional Financial Management, Inc. | Wealth advisor | 129.0K | $6.4M | 6.6% | +6.4% |
| Fort Sheridan Advisors LLC | Other | 119.7K | $5.9M | 0.7% | +689.5% |
| Calamos Advisors LLC | Other | 119.1K | $5.9M | 0.0% | -23.8% |
| Seneca House Advisors | Other | 118.8K | $5.9M | 2.3% | +17.3% |
| Tidal Investments LLC | Diversified mechanical | 112.7K | $5.6M | 0.0% | -61.3% |
| Breakwater Capital Group | Wealth advisor | 112.6K | $5.6M | 0.7% | +31.0% |
| Independent Advisor Alliance | Wealth advisor | 107.3K | $5.3M | 0.1% | +2373.5% |
| Private Advisor Group, LLC | Wealth advisor | 106.1K | $5.2M | 0.0% | +1.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 86.0K | $4.3M | 0.0% | +4.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 83.6K | $4.1M | 0.0% | +91.5% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 72.1K | $3.6M | 0.1% | +10.6% |
| Beckerman Institutional, LLC | Wealth advisor | 64.9K | $3.2M | 1.7% | +48.7% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 62.8K | $3.1M | 0.1% | +6.5% |
| Narwhal Capital Management ★2 | Fundamental diversified | 62.1K | $3.1M | 0.2% | -13.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.