Simplify MBS ETFMTBAETF
13F holders, Q1 2026 (March 31)157holders −1
22new positions
21sold out
1famous investor
$49.46avg. 13F price*
At the end of Q1 2026, 157 institutions reported holding Simplify MBS ETF (MTBA) in their 13F filings, down 1 from Q4 2025. 22 opened new positions and 21 sold out. The largest holders were Envestnet Asset Management Inc. ($122.4M), Wells Fargo & Company ($82.8M) and MML Investors Services, LLC ($80.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify MBS ETF
- CUSIP
- 82889N525
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $12.7M |
| Exits | 21 | $47.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,246,419 shares bought and 2,001,170 shares sold, net +245,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Envestnet Asset Management Inc. | 0.03% | Add +8.9% | 2,474,122 | $122.4M |
| Wells Fargo & Company | 0.02% | Reduce -2.4% | 1,673,183 | $82.8M |
| MML Investors Services, LLC | 0.22% | Reduce -7.0% | 1,631,854 | $80.7M |
| Edge Wealth Management LLC | 9.06% | Add +7.1% | 1,071,359 | $53.0M |
| Evergreen Capital Management LLC | 1.14% | Reduce -0.6% | 1,061,848 | $52.5M |
| Watchman Group, Inc. | 10.51% | Add +5.6% | 877,875 | $43.4M |
| Hilton Capital Management, LLC | 3.20% | Add +1.7% | 855,402 | $42.3M |
| Knightsbridge Asset Management, LLC | 5.49% | Add +19.9% | 819,151 | $40.5M |
| CreativeOne Wealth, LLC | 0.75% | Add +6.6% | 649,295 | $32.1M |
| LPL Financial LLC | 0.01% | Add +3.8% | 582,643 | $28.8M |
| L2 Asset Management, LLC | 2.63% | Add +105.1% | 559,008 | $27.6M |
| Tortoise Investment Management, LLC | 2.10% | Add +9.5% | 515,238 | $25.5M |
| Aprio Wealth Management, LLC | 1.25% | Add +3.6% | 463,325 | $22.9M |
| Convergence Financial, LLC | 2.43% | Add +17.7% | 462,501 | $22.9M |
| Pekin Hardy Strauss, Inc. | 2.12% | Add +14.3% | 410,028 | $20.3M |
| Proficio Capital Partners LLC | 1.01% | Reduce -30.4% | 383,745 | $19.0M |
| Hutchinson Capital Management | 3.45% | Add +13.0% | 379,512 | $18.8M |
| Peak Financial Advisors LLC | 7.51% | Reduce -8.4% | 343,050 | $17.0M |
| Horizon Investments, LLC | 0.17% | Add +6.5% | 301,338 | $14.8M |
| Royal Bank of Canada | 0.00% | Add +15.8% | 291,789 | $14.4M |
| WealthPlan Investment Management, LLC | 0.79% | Add +146.3% | 286,783 | $14.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 261,015 | $12.9M |
| Bar Harbor Wealth Management | 0.71% | Reduce -10.2% | 245,329 | $12.1M |
| True Wealth Design, LLC | 3.15% | Reduce -8.2% | 229,914 | $11.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.4% | 227,652 | $11.3M |
| Ethos Financial Group, LLC | 0.77% | Add +11.3% | 211,889 | $10.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.63% | Add +169.4% | 195,398 | $9.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.5% | 187,889 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -49.9% | 175,942 | $8.7M |
| Compass Capital Corp. /Ma/ | 2.99% | Add +2.0% | 168,906 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.2% | 159,902 | $7.9M |
| Bank of Montreal | 0.00% | Add +20.2% | 155,241 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 145,765 | $7.2M |
| First American Trust, FSB | 0.47% | Reduce -2.5% | 141,679 | $7.0M |
| Nwam LLC | 0.39% | Reduce -4.5% | 135,658 | $6.7M |
| Abbington Investment Group | 3.75% | Add +2.4% | 130,490 | $6.5M |
| Professional Financial Management, Inc. | 6.64% | Add +6.4% | 129,045 | $6.4M |
| Fort Sheridan Advisors LLC | 0.72% | Add +689.5% | 119,661 | $5.9M |
| Calamos Advisors LLC | 0.03% | Reduce -23.8% | 119,060 | $5.9M |
| Seneca House Advisors | 2.34% | Add +17.3% | 118,837 | $5.9M |
| Tidal Investments LLC | 0.02% | Reduce -61.3% | 112,748 | $5.6M |
| Breakwater Capital Group | 0.75% | Add +31.1% | 112,595 | $5.6M |
| Independent Advisor Alliance | 0.06% | Add +2373.5% | 107,350 | $5.3M |
| Private Advisor Group, LLC | 0.02% | Add +1.8% | 106,068 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +4.2% | 86,005 | $4.3M |
| Citadel Advisors | 0.00% | Add +91.5% | 83,593 | $4.1M |
| Wedbush Securities Inc. | 0.10% | Add +10.6% | 72,113 | $3.6M |
| Beckerman Institutional, LLC | 1.70% | Add +48.7% | 64,870 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +6.5% | 62,764 | $3.1M |
| Narwhal Capital Management | 0.23% | Reduce -13.9% | 62,064 | $3.1M |
| Heck Capital Advisors, LLC | 0.23% | Reduce -58.7% | 61,389 | $3.0M |
| Park Edge Advisors, LLC | 0.70% | Add +18.3% | 61,371 | $3.0M |
| Lifetime Wealth Management P.C. | 1.73% | Add +12.2% | 60,229 | $3.0M |
| Crumly & Associates Inc. | 0.62% | Add +178.9% | 60,108 | $3.0M |
| Benjamin Edwards Inc. | 0.03% | Add +5.9% | 59,170 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.3% | 58,572 | $2.9M |
| First National Bank Sioux Falls | 0.72% | Add +5.1% | 52,518 | $2.6M |
| Anchor Investment Management, LLC | 0.22% | Add +1.1% | 52,716 | $2.6M |
| Western Wealth Management, LLC | 0.10% | New | 51,964 | $2.6M |
| Triad Investment Management | 3.03% | Add +0.0% | 51,829 | $2.6M |
| Private Client Services, LLC | 0.75% | Add +3.6% | 50,856 | $2.5M |
| First Manhattan Co. Llc. | 0.01% | No change | 50,000 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +35.8% | 48,949 | $2.4M |
| Encompass More Asset Management | 0.39% | New | 46,489 | $2.3M |
| Andina Capital Management, LLC | 2.03% | Reduce -33.3% | 45,725 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -12.4% | 40,393 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -55.1% | 40,153 | $2.0M |
| Patten Group, Inc. | 0.34% | Reduce -1.2% | 39,077 | $1.9M |
| Keel Point, LLC | 0.13% | New | 38,370 | $1.9M |
| Citizens National Bank Trust Department | 0.26% | Reduce -1.7% | 31,197 | $1.5M |
| Harmony Asset Management LLC | 0.43% | Add +2.9% | 28,600 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +649.2% | 28,095 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +7.4% | 27,659 | $1.4M |
| Continuum Advisory, LLC | 0.13% | Reduce -40.2% | 26,598 | $1.3M |
| Smith, Moore & Co. | 0.09% | Add +14.7% | 25,872 | $1.3M |
| GFS Advisors, LLC | 0.08% | Add +143.2% | 23,010 | $1.2M |
| Longview Financial Advisors, Inc. | 0.74% | Add +1.1% | 24,323 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +26.1% | 23,631 | $1.2M |
| &partners | 0.01% | Reduce -2.8% | 23,466 | $1.2M |
| Morgan Stanley | 0.00% | Reduce -27.4% | 22,772 | $1.1M |
| Spire Wealth Management | 0.04% | New | 22,100 | $1.1M |
| Hegarty Advisors, LLC | 0.86% | Add +220.2% | 22,007 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +29.4% | 22,000 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +94.9% | 20,274 | $1.0M |
| BOS Asset Management, LLC | 0.25% | Add +34.3% | 19,788 | $979K |
| Cambridge Advisors Inc. | 0.19% | Add +1.9% | 19,506 | $965K |
| Maridea Wealth Management LLC | 0.14% | Add +45.6% | 19,470 | $963K |
| Legacy Wealth Advisors, LLC | 0.48% | Add +0.0% | 19,164 | $948K |
| Flow Traders U.S. LLC | 0.03% | Reduce -8.3% | 16,444 | $813K |
| Principal Securities, Inc. | 0.01% | Add +11.8% | 16,195 | $801K |
| Corient Private Wealth LP | 0.00% | New | 14,461 | $715K |
| Tranquilli Financial Advisor LLC | 0.39% | Reduce -1.2% | 13,478 | $667K |
| Quantinno Capital Management LP | 0.00% | New | 13,446 | $665K |
| Nautilus Advisors LLC | 0.44% | Reduce -44.6% | 12,846 | $635K |
| Steinberganna Wealth Management | 0.30% | Add +0.5% | 12,659 | $626K |
| WealthPLAN Partners, LLC | 0.11% | Add +20.6% | 11,789 | $583K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -30.5% | 10,668 | $528K |
| PFG Investments, LLC | 0.02% | Add +1.2% | 10,644 | $526K |
| Strategy Asset Managers LLC | 0.08% | Reduce -2.0% | 10,172 | $503K |
| Cibc World Market Inc. | 0.00% | Reduce -1.5% | 9,840 | $487K |
"% of holder's portfolio" is MTBA's weight in each manager's 13F, not the share of Simplify MBS ETF the manager owns.