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Disclosery

MTBA SIMPLIFY EXCHANGE TRADED FUN

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MBS ETF (fund)

138 managers (139 13F filers) reported a position in MTBA shares at 2025-09-30, 19,369,854 shares in all. 14 filers opened a position and 19 filers sold out during the quarter.

Managers
138
13F filers
139
New
14
Added
75
Reduced
30
Sold out
19
Shares held by filers
19,369,854

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,214,431$111M+157,370Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,775,864$89.4M0.02%-33,44013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,639,072$82.5M0.22%+130,62413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,067,387$53.7M1.28%-6,11513F-HRTimeline
Hilton Capital Management, LLC836,495$42.1M3.41%-59,42913F-HRTimeline
Watchman Group, Inc.780,454$39.3M9.51%+37,94013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC613,270$30.9M0.75%+581,67513F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC592,009$29.8M5.04%+40,63413F-HRTimeline
LPL Financial LLC554,488$27.9M0.01%+261,54413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.419,859$21.1M0.08%+89,34413F-HRTimelineGroup
Tortoise Investment Management, LLC418,318$21.1M1.88%+74,85613F-HRTimeline
Aprio Wealth Management, LLC414,879$20.9M2.08%+29,19313F-HRTimeline
Convergence Financial, LLC328,818$16.6M2.49%+52,71913F-HRTimeline
Edge Wealth Management LLC321,206$16.2M2.86%+58,03513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp320,794$16.2M<0.01%+55,70513F-HRTimelineGroup
Morling Financial Advisors, LLC312,331$15.7M5.22%+17,30513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA310,393$15.6M2.7%+55,16913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT309,138$15.6M0.93%+11,18613F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC298,593$15M7.21%+16,63613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…291,373$14.7M0.02%+42,82813F-HRTimeline
Pekin Hardy Strauss, Inc.279,952$14.1M1.42%+5,88913F-HRTimeline
Horizon Investments, LLC278,677$14M0.18%+4,31513F-HRTimeline
L2 Asset Management, LLC265,442$13.4M1.93%+50,39213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA242,457$12.2M<0.01%-8,70613F-HRTimelineGroup
Proficio Capital Partners LLC239,024$12M0.83%-25,48813F-HR/ATimeline
Heck Capital Advisors, LLC233,642$11.8M0.91%+3,26213F-HRTimeline
True Wealth Design, LLC216,384$10.9M3.33%+13,64213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC209,935$10.6M0.01%-8,29113F-HRTimeline
Family Manage LLC195,168$9.83M1.36%-3,95513F-HRTimeline
Janney Montgomery Scott LLC193,711$9.75M0.02%+75,37913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO173,482$8.73M<0.01%+49,76513F-HR/ATimelineGroup
FIRST AMERICAN TRUST, FSB148,496$7.48M0.54%+53313F-HRTimeline
Sanctuary Advisors, LLC145,895$7.35M0.04%+10,22113F-HR/ATimeline
NWAM LLC142,732$7.25M0.39%-9,25613F-HR/ATimeline
Ethos Financial Group, LLC142,003$7.15M0.56%-10,37813F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC140,002$7.05M0.03%+75,85813F-HRTimelineGroup
Park Edge Advisors, LLC132,869$6.69M1.55%+37,07213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV129,870$6.56M2.86%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/115,140$5.8M<0.01%+38,44513F-HRTimelineGroup
Private Advisor Group, LLC100,573$5.06M0.02%+7,30013F-HRTimeline
Continuum Advisory, LLC81,924$4.12M0.44%new13F-HRTimeline
Narwhal Capital Management81,879$4.12M0.31%+10,62913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP76,106$3.83M0.01%+11,65213F-HRTimelineGroup
ABBINGTON INVESTMENT GROUP70,978$3.57M3.06%13F-HRTimeline
Andina Capital Management, LLC70,135$3.53M2%-7,19813F-HRTimeline
Breakwater Capital Group68,632$3.46M0.51%+9,56313F-HRTimeline
J.W. COLE ADVISORS, INC.64,089$3.23M0.06%+8,45113F-HRTimeline
Orion Porfolio Solutions, LLC58,914$2.97M0.02%-2,00813F-HRTimeline
Seneca House Advisors58,406$2.94M1.19%+3,16513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC56,031$2.82M0.03%-21813F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.50,000$2.52M0.01%013F-HRTimeline
Anchor Investment Management, LLC49,995$2.52M0.21%+7,78213F-HRTimeline
WEDBUSH SECURITIES INC49,665$2.5M0.08%+17,78613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC47,995$2.42M0.81%+1,14913F-HRTimeline
Beckerman Institutional, LLC43,629$2.2M1.29%+8,04913F-HRTimeline
Advisory Services Network, LLC43,100$2.17M0.03%+2,64713F-HRTimeline
Northern Financial Advisors Inc41,863$2.11M1.11%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS41,130$2.07M0.65%+11,85713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC34,392$1.73M0.02%+60813F-HRTimelineGroup
Patten Group, Inc.33,701$1.7M0.33%+5,88013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…32,350$1.63M0.11%+30,39613F-HRTimelineGroup
&PARTNERS31,262$1.57M0.01%+9,83913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC30,600$1.54M0.53%-2,35013F-HRTimeline
Citizens National Bank Trust Department27,373$1.38M0.25%+6,58413F-HRTimeline
Longview Financial Advisors, Inc.23,784$1.2M0.85%-15,19213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management21,414$1.08M0.15%+66613F-HRTimelineGroup
SMITH, MOORE & CO.21,254$1.07M0.08%+1,70113F-HRTimeline
HighTower Advisors, LLC20,627$1.04M<0.01%+1,03613F-HRTimeline
GK Wealth Management LLC19,739$994K0.74%-1,12513F-HRTimeline
Nautilus Advisors LLC19,594$987K0.66%+81313F-HRTimeline
Knights of Columbus Asset Advisors LLC19,463$980K0.06%+12,28813F-HRTimeline
Meridian Wealth Management, LLC19,269$970K0.04%+9,86913F-HRTimeline
Mill Creek Capital Advisors, LLC18,391$926K0.02%-4,59913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,987$905K<0.01%-12613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC17,000$856K0.02%013F-HRTimelineGroup
Cambridge Advisors Inc.16,667$839K0.16%+25813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,136$812K<0.01%+2,72413F-HR/ATimelineGroup
Venturi Wealth Management, LLC15,877$799K0.04%-9713F-HRTimeline
Cove Street Capital, LLC15,205$766K1%+60513F-HRTimeline
BOS Asset Management, LLC14,730$742K0.21%013F-HRTimeline
Tranquilli Financial Advisor LLC13,850$697K0.41%+26513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,371$673K0.01%+1,30013F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT12,380$623K0.29%13F-HRTimeline
Fort Sheridan Advisors LLC11,664$587K0.08%+6,62613F-HRTimeline
Sequoia Financial Advisors, LLC11,100$559K<0.01%013F-HRTimeline
CIBC WORLD MARKET INC.10,137$510K<0.01%013F-HRTimeline
NorthCoast Asset Management LLC9,980$503K<0.01%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,474$477K0.09%+4,92013F-HRTimeline
PFG Investments, LLC8,821$444K0.02%+1,67513F-HRTimeline
Advocacy Wealth Management, LLC8,664$436K0.02%-161,97813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP8,400$423K<0.01%-6,92913F-HRTimeline
Steward Partners Investment Advisory, L…7,712$388K<0.01%-2,05413F-HRTimeline
Ironsides Asset Advisors, LLC7,268$366K0.09%+1713F-HRTimeline
Atlas Brown,Inc.6,950$350K0.1%+1,75013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,880$346K<0.01%-2,12013F-HRTimelineGroup
GFS Advisors, LLC6,710$338K0.04%+1,51013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,707$338K0.01%new13F-HRTimeline
NewEdge Advisors, LLC6,681$336K<0.01%-8,09413F-HRTimeline
Straight Path Wealth Management6,440$324K0.09%013F-HRTimeline
COMERICA BANK6,356$320K<0.01%-12713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,351$320K<0.01%-32713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC6,288$317K0.02%013F-HRTimeline
Magnolia Private Wealth, LLC6,217$313K0.23%+813F-HRTimeline
SFI Advisors, LLC5,754$290K0.18%+1,71413F-HRTimeline
Maridea Wealth Management LLC5,621$286K0.04%+1,19113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,530$278K<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC5,453$275K0.02%+1313F-HRTimeline
Wedmont Private Capital5,349$270K0.01%013F-HRTimeline
Vigilare Wealth Management5,056$255K0.09%013F-HRTimeline
WHITTIER TRUST CO4,943$249K<0.01%+613F-HRTimeline
Seelaus Asset Management LLC4,887$246K0.2%new13F-HR/ATimeline
Sharp Wealth Advisory, LLC4,800$242K0.13%-2,25013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,682$236K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC4,646$234K<0.01%+47113F-HRTimeline
Cetera Investment Advisers4,622$233K<0.01%new13F-HRTimeline
BAM Wealth Management, LLC4,334$218K0.17%13F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.4,230$213K0.12%-7113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,343$168K0.01%+17213F-HRTimeline
Farther Finance Advisors, LLC3,135$158K<0.01%+1,97313F-HRTimeline
Global Retirement Partners, LLC1,693$85.2K<0.01%+71713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,257$63.3K<0.01%+1,19213F-HRTimeline
WEBSTER BANK, N. A.1,000$50.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,000$50.4K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$50.4K0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA745$37.5K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\553$27.9K<0.01%+16013F-HRTimelineGroup
Investors Research Corp446$22.5K<0.01%-44013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…377$19K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…285$14.4K<0.01%-6013F-HRTimelineGroup
AdvisorNet Financial, Inc284$14.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.192$9.67K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC114$6K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS85$4.28K<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC65$3.27K<0.01%new13F-HRTimeline
Archer Investment Corp22$1.11K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC19$957<0.01%-513F-HRTimelineGroup
FMR LLCin group FMR LLC18$906<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1$38<0.01%new13F-HRTimeline