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Disclosery

MTBA SIMPLIFY EXCHANGE TRADED FUN

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MBS ETF (fund)

156 managers (158 13F filers) reported a position in MTBA shares at 2025-12-31, 21,808,803 shares in all. 23 filers opened a position and 12 filers sold out during the quarter.

Managers
156
13F filers
158
New
23
Added
73
Reduced
35
Sold out
12
Shares held by filers
21,808,803

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding2,360,932$119M+146,501Timeline
MML INVESTORS SERVICES, LLC1,755,656$88.5M0.22%+116,58413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,714,381$86.4M0.02%-61,48313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC1,068,299$53.9M1.2%+91213F-HRTimeline
Edge Wealth Management LLC1,000,038$50.4M8.9%+678,83213F-HRTimeline
Hilton Capital Management, LLC841,350$42.4M3.19%+4,85513F-HRTimeline
Watchman Group, Inc.831,220$41.9M10%+50,76613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC683,201$34.4M5.55%+91,19213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC609,058$30.7M0.74%-4,21213F-HRTimelineGroup
LPL Financial LLC561,544$28.3M0.01%+7,05613F-HRTimeline
Proficio Capital Partners LLC551,255$27.8M1.95%+312,23113F-HRTimeline
Tortoise Investment Management, LLC470,695$23.7M2.08%+52,37713F-HRTimeline
Aprio Wealth Management, LLC447,371$22.6M1.29%+32,49213F-HRTimeline
Convergence Financial, LLC392,856$19.8M2.89%+64,03813F-HRTimeline
PEAK FINANCIAL ADVISORS LLC374,576$18.9M8.48%+75,98313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.359,459$18.1M0.08%-60,40013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.358,640$18.1M1.67%+78,68813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…351,358$17.7M0.02%+59,98513F-HRTimeline
Morling Financial Advisors, LLC338,739$17.1M5.38%+26,40813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA335,866$16.9M2.9%+25,47313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC291,641$14.7M0.06%new13F-HRTimelineGroup
Horizon Investments, LLC282,872$14.2M0.18%+4,19513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT273,170$13.8M0.8%-35,96813F-HRTimelineGroup
L2 Asset Management, LLC272,554$13.7M1.84%+7,11213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp258,988$13.1M<0.01%-61,80613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA251,930$12.7M<0.01%+9,47313F-HRTimelineGroup
True Wealth Design, LLC250,465$12.6M3.7%+34,08113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC218,029$11M0.01%+8,09413F-HRTimeline
Ethos Financial Group, LLC190,293$9.59M0.71%+48,29013F-HRTimeline
Janney Montgomery Scott LLC188,885$9.52M0.02%-4,82613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV165,590$8.37M3.22%+35,72013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC156,265$7.88M0.03%+16,26313F-HRTimelineGroup
Sanctuary Advisors, LLC153,478$7.74M0.04%+7,58313F-HRTimeline
Heck Capital Advisors, LLC148,696$7.5M0.56%-84,94613F-HRTimeline
FIRST AMERICAN TRUST, FSB145,345$7.33M0.5%-3,15113F-HRTimeline
NWAM LLC142,072$7.19M0.4%-66013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO139,845$7.05M<0.01%-33,63713F-HRTimelineGroup
Family Manage LLC134,569$6.78M0.86%-60,59913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/129,147$6.51M<0.01%+14,00713F-HRTimelineGroup
ABBINGTON INVESTMENT GROUP127,381$6.42M4.39%+56,40313F-HRTimeline
Professional Financial Management, Inc.121,250$6.11M6.93%13F-HRTimeline
WealthPlan Investment Management, LLC116,419$5.87M0.37%new13F-HRTimeline
Private Advisor Group, LLC104,174$5.25M0.02%+3,60113F-HRTimeline
Seneca House Advisors101,312$5.11M1.91%+42,90613F-HRTimeline
Breakwater Capital Group85,919$4.33M0.6%+17,28713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,548$4.16M0.01%+6,44213F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC72,531$3.66M0.66%new13F-HRTimeline
Narwhal Capital Management72,068$3.63M0.26%-9,81113F-HRTimeline
Andina Capital Management, LLC68,586$3.46M2.09%-1,54913F-HRTimeline
WEDBUSH SECURITIES INC65,183$3.29M0.1%+15,51813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC55,881$2.82M0.03%-15013F-HRTimelineGroup
Orion Porfolio Solutions, LLC55,650$2.81M0.02%-3,26413F-HRTimeline
Lifetime Wealth Management P.C.53,702$2.71M1.7%13F-HR/ATimeline
Anchor Investment Management, LLC52,162$2.63M0.21%+2,16713F-HRTimeline
Park Edge Advisors, LLC51,863$2.61M0.59%-81,00613F-HRTimeline
Triad Investment Management51,809$2.61M2.65%13F-HRTimeline
FIRST MANHATTAN CO. LLC.50,000$2.52M0.01%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS49,974$2.52M0.75%+8,84413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC49,075$2.47M0.77%+1,08013F-HRTimeline
Advisory Services Network, LLC46,103$2.32M0.03%+3,00313F-HRTimeline
Continuum Advisory, LLC44,510$2.24M0.22%-37,41413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,660$2.2M<0.01%new13F-HRTimelineGroup
Beckerman Institutional, LLC43,629$2.2M1.23%013F-HRTimeline
Patten Group, Inc.39,536$1.99M0.37%+5,83513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,441$1.89M+3,049Timeline
Citizens National Bank Trust Department31,749$1.6M0.28%+4,37613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY31,362$1.58M<0.01%+15,22613F-HR/ATimelineGroup
HARMONY ASSET MANAGEMENT LLC27,800$1.4M0.47%-2,80013F-HRTimeline
HighTower Advisors, LLC25,759$1.3M<0.01%+5,13213F-HRTimeline
&PARTNERS24,149$1.22M0.01%-7,11313F-HRTimeline
Longview Financial Advisors, Inc.24,063$1.21M0.82%+27913F-HRTimeline
Nautilus Advisors LLC23,187$1.17M0.76%+3,59313F-HRTimeline
SMITH, MOORE & CO.22,555$1.14M0.09%+1,30113F-HRTimeline
Sequoia Financial Advisors, LLC22,391$1.13M0.01%+11,29113F-HRTimeline
Crumly & Associates Inc.21,550$1.09M0.23%new13F-HRTimeline
Knights of Columbus Asset Advisors LLC19,463$981K0.06%013F-HRTimeline
Legacy Wealth Advisors, LLC19,158$966K0.64%13F-HRTimeline
Cambridge Advisors Inc.19,143$965K0.18%+2,47613F-HRTimeline
GK Wealth Management LLC18,992$957K0.7%-74713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,746$945K<0.01%+75913F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP18,651$941K<0.01%+10,25113F-HRTimeline
FLOW TRADERS U.S. LLC17,942$904K0.03%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,000$857K0.02%013F-HRTimelineGroup
Venturi Wealth Management, LLC15,348$774K0.03%-52913F-HRTimeline
Fort Sheridan Advisors LLC15,157$764K0.1%+3,49313F-HRTimeline
BOS Asset Management, LLC14,730$743K0.2%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,485$730K0.01%+1,11413F-HRTimelineGroup
Tranquilli Financial Advisor LLC13,636$687K0.4%-21413F-HRTimeline
Maridea Wealth Management LLC13,373$674K0.1%+7,75213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT12,601$635K0.3%+22113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,755$593K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC10,521$530K0.02%+1,70013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,401$524K<0.01%new13F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC10,377$523K0.09%+90313F-HRTimeline
NewEdge Advisors, LLC10,260$517K<0.01%+3,57913F-HRTimeline
CIBC WORLD MARKET INC.9,987$503K<0.01%-15013F-HRTimeline
Mill Creek Capital Advisors, LLC9,838$496K0.01%-8,55313F-HRTimeline
WealthPLAN Partners, LLC9,779$493K0.07%new13F-HRTimeline
GFS Advisors, LLC9,460$477K0.06%+2,75013F-HRTimeline
Advocacy Wealth Management, LLC8,322$420K0.02%-34213F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.8,090$408K0.22%+3,86013F-HRTimeline
HBK Sorce Advisory LLC8,084$408K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,038$405K0.02%+1,75013F-HRTimeline
Steward Partners Investment Advisory, L…7,266$366K<0.01%-44613F-HRTimeline
Atlas Brown,Inc.6,950$350K0.1%013F-HRTimeline
Ironsides Asset Advisors, LLC6,898$348K0.09%-37013F-HRTimeline
Hegarty Advisors, LLC6,872$346K0.3%13F-HRTimeline
BAM Wealth Management, LLC6,720$339K0.24%+2,38613F-HRTimeline
MGO ONE SEVEN LLC6,665$336K0.01%new13F-HRTimeline
Straight Path Wealth Management6,440$325K0.09%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,372$321K<0.01%+2113F-HRTimelineGroup
COMERICA BANK6,352$320K<0.01%-413F-HRTimeline
Magnolia Private Wealth, LLC6,226$314K0.22%+913F-HRTimeline
Revisor Wealth Management LLC5,846$295K0.08%new13F-HRTimeline
SFI Advisors, LLC5,754$290K0.19%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,462$275K0.02%+913F-HRTimeline
Wedmont Private Capital5,349$270K0.01%013F-HRTimeline
Seelaus Asset Management LLC5,322$268K0.21%+43513F-HRTimeline
Sharp Wealth Advisory, LLC5,200$262K0.13%+40013F-HRTimeline
Vigilare Wealth Management5,056$255K0.09%013F-HRTimeline
Meridian Wealth Management, LLC5,021$253K0.01%-14,24813F-HRTimeline
Mosley Wealth Management5,006$253K0.12%13F-HRTimeline
Vawter Financial, Ltd.4,975$251K0.11%new13F-HR/ATimeline
WHITTIER TRUST CO4,947$250K<0.01%+413F-HRTimeline
Cetera Investment Advisers4,805$242K<0.01%+18313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,682$236K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance4,340$219K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,000$202K0.01%new13F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …3,998$202K0.14%new13F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC3,993$201K0.01%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,750$189K<0.01%+2,75013F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,365$170K0.01%+2213F-HRTimeline
Arax Advisory Partners3,052$154K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC2,769$140K0.07%13F-HR/ATimeline
AE Wealth Management LLC2,661$134K<0.01%-1,98513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,580$130K<0.01%+1,32313F-HRTimeline
Farther Finance Advisors, LLC1,789$90.2K<0.01%-1,34613F-HRTimeline
Global Retirement Partners, LLC1,614$81.4K<0.01%-7913F-HRTimeline
J.W. COLE ADVISORS, INC.58,910$75.6K<0.01%-5,17913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,208$60.9K<0.01%+65513F-HRTimelineGroup
WEBSTER BANK, N. A.1,000$50.4K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,000$50.4K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$50.4K0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA745$37.6K<0.01%013F-HRTimelineGroup
Investors Research Corp446$22.5K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…285$14.4K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…284$14.3K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc284$14.3K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.199$10K0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…174$8.77K<0.01%-20313F-HR/ATimelineGroup
IFP Advisors, Inc167$8.42K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC160$8.07K<0.01%+14113F-HRTimelineGroup
CWM, LLCin group CWM, LLC114$6K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC101$5.08K<0.01%+10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$1.06K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC12$605<0.01%new13F-HRTimeline