MTBA SIMPLIFY EXCHANGE TRADED FUN
FollowMBS ETF (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in MTBA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | 33,887 | $1.58M | 0.43% | +890 | 13F-HRTimeline |
| Longview Financial Advisors, Inc. | 24,141 | $1.13M | 0.65% | -9 | 13F-HRTimeline |
| Crumly & Associates Inc. | 20,461 | $957K | 0.17% | -5,283 | 13F-HRTimeline |
| GK Wealth Management LLC | 15,674 | $733K | 0.41% | -8,974 | 13F-HRTimeline |
| Breakwater Capital Group | 15,095 | $706K | 0.08% | -80,296 | 13F-HRTimeline |
| Nautilus Advisors LLC | 9,117 | $426K | 0.26% | -2,552 | 13F-HRTimeline |
| Atlas Brown,Inc. | 6,950 | $325K | 0.09% | 0 | 13F-HRTimeline |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 6,181 | $289K | 0.15% | -34 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 555 | $26K | <0.01% | -185 | 13F-HRTimeline |