# SIMPLIFY EXCHANGE TRADED FUN (MTBA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MTBA/

- Reporting holders: 9
- Reported value: $6.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.6M | 33,887 | 0.4% | 9 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $1.1M | 24,141 | 0.6% | 8 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $956.8K | 20,461 | 0.2% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $732.9K | 15,674 | 0.4% | 2 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $705.8K | 15,095 | 0.1% | 7 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $426.3K | 9,117 | 0.3% | 8 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $325.0K | 6,950 | 0.1% | 7 |
| [ABLES, IANNONE, MOORE & ASSOCIATES, INC.](https://holderbook.com/funds/2013713-ables-iannone-moore-associates-inc/) | $289.0K | 6,181 | 0.1% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $26.0K | 555 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $6.2M |
| Q2 2026 | 153 | $1.1B |
| Q1 2026 | 155 | $1.2B |
| Q4 2025 | 157 | $1.1B |
| Q3 2025 | 139 | $990.5M |
| Q2 2025 | 145 | $893.7M |
| Q1 2025 | 152 | $1.1B |
| Q4 2024 | 145 | $1.1B |
| Q3 2024 | 112 | $1.1B |
| Q2 2024 | 67 | $546.6M |
| Q1 2024 | 47 | $267.8M |
| Q4 2023 | 26 | $80.9M |