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Disclosery

MTBA SIMPLIFY EXCHANGE TRADED FUN

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MBS ETF (fund)

156 managers (157 13F filers) reported a position in MTBA shares at 2026-03-31, 22,032,186 shares in all. 22 filers opened a position and 21 filers sold out during the quarter.

Managers
156
13F filers
157
New
22
Added
78
Reduced
43
Sold out
21
Shares held by filers
22,032,186

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding2,514,275$124M+153,343Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,673,183$82.8M0.02%-41,19813F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC1,631,854$80.7M0.22%-123,80213F-HRTimeline
Edge Wealth Management LLC1,071,359$53M9.06%+71,32113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,061,848$52.5M1.14%-6,45113F-HRTimeline
Watchman Group, Inc.877,875$43.4M10.51%+46,65513F-HRTimeline
Hilton Capital Management, LLC855,402$42.3M3.2%+14,05213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC819,151$40.5M5.45%+135,95013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC649,295$32.1M0.75%+40,23713F-HRTimelineGroup
LPL Financial LLC582,643$28.8M0.01%+21,09913F-HRTimeline
L2 Asset Management, LLC559,008$27.6M2.63%+286,45413F-HRTimeline
Tortoise Investment Management, LLC515,238$25.5M2.1%+44,54313F-HRTimeline
Aprio Wealth Management, LLC463,325$22.9M1.25%+15,95413F-HRTimeline
Convergence Financial, LLC462,501$22.9M2.43%+69,64513F-HRTimeline
Pekin Hardy Strauss, Inc.410,028$20.3M2.12%+51,38813F-HRTimeline
Proficio Capital Partners LLC383,745$19M1.01%-167,51013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA379,512$18.8M3.45%+43,64613F-HRTimeline
PEAK FINANCIAL ADVISORS LLC343,050$17M7.51%-31,52613F-HRTimeline
Horizon Investments, LLC301,338$14.8M0.17%+18,46613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA291,789$14.4M<0.01%+39,85913F-HRTimelineGroup
WealthPlan Investment Management, LLC286,783$14.2M0.79%+170,36413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp261,015$12.9M<0.01%+2,02713F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT245,329$12.1M0.71%-27,84113F-HRTimelineGroup
True Wealth Design, LLC229,914$11.4M3.15%-20,55113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC227,652$11.3M0.02%+9,62313F-HRTimeline
Ethos Financial Group, LLC211,889$10.5M0.76%+21,59613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC195,398$9.66M1.63%+122,86713F-HRTimeline
Janney Montgomery Scott LLC187,889$9.29M0.02%-99613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…175,942$8.72M0.02%-175,41613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV168,906$8.35M2.99%+3,31613F-HRTimeline
Sanctuary Advisors, LLC159,902$7.91M0.04%+6,42413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/155,241$7.68M<0.01%+26,09413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145,765$7.19M<0.01%+5,92013F-HR/ATimelineGroup
FIRST AMERICAN TRUST, FSB141,679$7.01M0.47%-3,66613F-HRTimeline
NWAM LLC135,658$6.71M0.39%-6,41413F-HRTimeline
ABBINGTON INVESTMENT GROUP130,490$6.45M3.75%+3,10913F-HRTimeline
Professional Financial Management, Inc.129,045$6.38M6.64%+7,79513F-HRTimeline
Fort Sheridan Advisors LLC119,661$5.92M0.72%+104,50413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC119,060$5.89M0.02%-37,20513F-HRTimelineGroup
Seneca House Advisors118,837$5.88M2.34%+17,52513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC112,748$5.58M0.02%-178,89313F-HRTimelineGroup
Breakwater Capital Group112,595$5.57M0.75%+26,67613F-HRTimeline
Independent Advisor Alliance107,350$5.31M0.06%+103,01013F-HRTimeline
Private Advisor Group, LLC106,068$5.25M0.02%+1,89413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP86,005$4.25M0.01%+3,45713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,593$4.13M<0.01%+39,93313F-HRTimelineGroup
WEDBUSH SECURITIES INC72,113$3.57M0.1%+6,93013F-HRTimeline
Beckerman Institutional, LLC64,870$3.21M1.7%+21,24113F-HRTimeline
J.W. COLE ADVISORS, INC.62,764$3.1M0.1%+3,85413F-HRTimeline
Narwhal Capital Management62,064$3.07M0.23%-10,00413F-HRTimeline
Heck Capital Advisors, LLC61,389$3.04M0.23%-87,30713F-HRTimeline
Park Edge Advisors, LLC61,371$3.04M0.7%+9,50813F-HRTimeline
Lifetime Wealth Management P.C.60,229$2.98M1.69%+6,52713F-HRTimeline
Crumly & Associates Inc.60,108$2.97M0.62%+38,55813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC59,170$2.93M0.03%+3,28913F-HRTimelineGroup
Orion Porfolio Solutions, LLC58,572$2.9M0.02%+2,92213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS52,518$2.62M0.72%+2,54413F-HRTimeline
Anchor Investment Management, LLC52,716$2.61M0.22%+55413F-HRTimeline
Western Wealth Management, LLC51,964$2.57M0.1%new13F-HR/ATimeline
Triad Investment Management51,829$2.56M3.03%+2013F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC50,856$2.52M0.75%+1,78113F-HRTimeline
FIRST MANHATTAN CO. LLC.50,000$2.47M0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,949$2.42M+11,508Timeline
Encompass More Asset Management46,489$2.3M0.39%new13F-HRTimeline
Andina Capital Management, LLC45,725$2.26M2%-22,86113F-HRTimeline
Advisory Services Network, LLC40,393$2M0.03%-5,71013F-HRTimeline
Patten Group, Inc.39,077$1.93M0.34%-45913F-HRTimeline
Keel Point, LLC38,370$1.9M0.13%new13F-HRTimeline
Citizens National Bank Trust Department31,197$1.54M0.26%-55213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC28,600$1.41M0.43%+80013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,095$1.39M<0.01%+24,34513F-HRTimelineGroup
HighTower Advisors, LLC27,659$1.37M<0.01%+1,90013F-HRTimeline
Continuum Advisory, LLC26,598$1.32M0.13%-17,91213F-HRTimeline
SMITH, MOORE & CO.25,872$1.28M0.09%+3,31713F-HRTimeline
Longview Financial Advisors, Inc.24,323$1.2M0.74%+26013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,631$1.17M<0.01%+4,88513F-HRTimelineGroup
&PARTNERS23,466$1.16M0.01%-68313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,772$1.13M<0.01%-8,59013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management22,100$1.09M0.04%new13F-HRTimelineGroup
Hegarty Advisors, LLC22,007$1.09M0.86%+15,13513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,000$1.09M0.02%+5,00013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth20,274$1M<0.01%+9,87313F-HRTimelineGroup
BOS Asset Management, LLC19,788$979K0.25%+5,05813F-HRTimeline
Cambridge Advisors Inc.19,506$965K0.19%+36313F-HRTimeline
Maridea Wealth Management LLC19,470$963K0.14%+6,09713F-HRTimeline
Legacy Wealth Advisors, LLC19,164$948K0.48%+613F-HRTimeline
FLOW TRADERS U.S. LLC16,444$813K0.03%-1,49813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,195$801K0.01%+1,71013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP14,461$715K<0.01%new13F-HRTimelineGroup
Tranquilli Financial Advisor LLC13,478$667K0.39%-15813F-HRTimeline
Quantinno Capital Management LP13,446$665K<0.01%new13F-HRTimeline
Nautilus Advisors LLC12,846$635K0.44%-10,34113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT12,659$626K0.3%+5813F-HRTimeline
WealthPLAN Partners, LLC11,789$583K0.11%+2,01013F-HRTimeline
Venturi Wealth Management, LLC10,668$528K0.02%-4,68013F-HRTimeline
PFG Investments, LLC10,644$526K0.02%+12313F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,172$503K0.08%-20513F-HRTimeline
CIBC WORLD MARKET INC.9,840$487K<0.01%-14713F-HRTimeline
GFS Advisors, LLC9,110$451K0.06%-35013F-HR/ATimeline
Sharp Wealth Advisory, LLC8,990$445K0.22%+3,79013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,848$438K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC8,779$434K<0.01%-1,48113F-HR/ATimeline
Mill Creek Capital Advisors, LLC8,603$426K0.01%-1,23513F-HRTimeline
Knights of Columbus Asset Advisors LLC8,553$423K0.02%-10,91013F-HRTimeline
MATHER GROUP, LLC.8,491$420K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC8,203$406K0.01%+11913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.8,069$399K0.16%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,038$398K0.02%013F-HRTimeline
Advocacy Wealth Management, LLC7,564$374K0.02%-75813F-HRTimeline
Steward Partners Investment Advisory, L…7,344$363K<0.01%+7813F-HRTimeline
Revisor Wealth Management LLC7,316$362K0.1%+1,47013F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.7,020$347K0.21%-1,07013F-HRTimeline
Atlas Brown,Inc.6,950$344K0.1%013F-HRTimeline
BAM Wealth Management, LLC6,839$338K0.25%+11913F-HRTimeline
MGO ONE SEVEN LLC6,778$335K0.01%+11313F-HRTimeline
Magnolia Private Wealth, LLC6,402$317K0.21%+17613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,330$313K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC6,166$305K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,090$301K<0.01%-28213F-HRTimelineGroup
Straight Path Wealth Management6,040$299K0.08%-40013F-HRTimeline
Ironsides Asset Advisors, LLC5,845$289K0.07%-1,05313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,708$284K0.02%+24613F-HR/ATimeline
Cambridge Investment Research Advisors,…5,640$279K<0.01%new13F-HRTimeline
Seelaus Asset Management LLC5,478$271K0.2%+15613F-HRTimeline
Vawter Financial, Ltd.4,975$246K0.1%013F-HR/ATimeline
WHITTIER TRUST CO4,952$245K<0.01%+513F-HRTimeline
Osbon Capital Management LLC4,766$236K0.19%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,682$232K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,321$214K<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC4,230$209K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,223$209K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,156$206K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,100$203K0.01%+10013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …4,057$201K0.14%+5913F-HRTimelineGroup
Arax Advisory Partners3,706$183K0.01%+65413F-HRTimeline
Mosley Wealth Management3,576$180K0.08%-1,43013F-HRTimeline
Realta Investment Advisors3,400$168K0.06%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,387$168K0.01%+2213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,580$128K<0.01%013F-HRTimeline
Strive Financial Group ,LLC2,558$127K0.07%-21113F-HRTimeline
Farther Finance Advisors, LLC1,812$89.7K<0.01%+2313F-HRTimeline
AE Wealth Management LLC1,059$52.4K<0.01%-1,60213F-HRTimeline
WEBSTER BANK, N. A.1,000$49.5K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$49.5K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\973$48.1K<0.01%-23513F-HRTimelineGroup
BOKF, NAin group BOKF, NA745$36.8K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC307$15.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc284$14K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…174$8.61K<0.01%013F-HRTimelineGroup
MOTCO129$6.38K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC114$5.64K<0.01%013F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC94$4.67K<0.01%new13F-HRTimeline
Allworth Financial LP65$3.21K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$1.04K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC12$592<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$37<0.01%-10013F-HRTimeline