SIMPLIFY EXCHANGE TRADED FUN (MTBA)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
148
Reporting holders
$964.1M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $110.4M | 2,250,321 | 0.03% | 10q | -9.0%-$11.0M |
| MML INVESTORS SERVICES, LLC | $95.1M | 1,937,978 | 0.19% | 10q | +18.8%+$15.0M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $81.0M | 1,631,081 | 5.50% | 9q | +99.1%+$40.3M |
| WELLS FARGO & COMPANY/MN | $79.9M | 1,629,192 | 0.01% | 9q | -51.3%-$84.3M |
| Edge Wealth Management LLC | $53.5M | 1,090,758 | 9.01% | 8q | +1.8%+$951.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $51.8M | 1,054,709 | 0.91% | 10q | -0.7%-$350.3K |
| Watchman Group, Inc. | $44.3M | 902,254 | 9.90% | 10q | +2.8%+$1.2M |
| CreativeOne Wealth, LLC | $35.1M | 714,426 | 0.76% | 10q | +10.0%+$3.2M |
| LPL Financial LLC | $26.7M | 544,297 | 0.01% | 8q | -6.6%-$1.9M |
| Tortoise Investment Management, LLC | $25.9M | 527,409 | 1.93% | 9q | +2.4%+$597.2K |
| Aprio Wealth Management, LLC | $23.8M | 485,119 | 1.18% | 10q | +4.7%+$1.1M |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $19.7M | 401,942 | 3.38% | 7q | +5.9%+$1.1M |
| Hilton Capital Management, LLC | $19.6M | 398,755 | 1.33% | 8q | -53.4%-$22.4M |
| Pekin Hardy Strauss, Inc. | $18.8M | 383,511 | 1.66% | 11q | -6.5%-$1.3M |
| Proficio Capital Partners LLC | $16.6M | 338,534 | 0.60% | 10q | -11.8%-$2.2M |
| L2 Asset Management, LLC | $14.5M | 295,184 | 1.50% | 7q | -47.2%-$12.9M |
| WealthPlan Investment Management, LLC | $13.4M | 273,112 | 0.67% | 3q | -4.8%-$670.8K |
| ROYAL BANK OF CANADA | $12.2M | 248,445 | 0.00% | 9q | -14.9%-$2.1M |
| BAR HARBOR WEALTH MANAGEMENT | $11.8M | 240,301 | 0.63% | 10q | -2.0%-$246.7K |
| True Wealth Design, LLC | $10.8M | 220,181 | 2.57% | 5q | -4.2%-$477.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 199,270 | 0.01% | 11q | -12.5%-$1.4M |
| Sanctuary Advisors, LLC | $9.6M | 194,820 | 0.04% | 8q | +21.8%+$1.7M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.5M | 194,583 | 1.42% | 3q | HELD |
| JPMORGAN CHASE & CO | $8.8M | 179,024 | 0.00% | 8q | +22.8%+$1.6M |
| Tidal Investments LLC | $8.5M | 173,768 | 0.01% | 3q | +54.1%+$3.0M |
| FIRST AMERICAN TRUST, FSB | $7.8M | 158,653 | 0.47% | 10q | +12.0%+$832.9K |
| COMPASS CAPITAL CORP /MA/ /ADV | $7.5M | 154,330 | 2.44% | 7q | -8.6%-$709.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 152,032 | 0.01% | 9q | -13.6%-$1.2M |
| Ethos Financial Group, LLC | $6.7M | 135,544 | 0.44% | 7q | -36.0%-$3.7M |
| Fort Sheridan Advisors LLC | $6.2M | 127,286 | 0.67% | 5q | +6.4%+$374.2K |
| ABBINGTON INVESTMENT GROUP | $6.0M | 121,545 | 3.80% | 4q | -6.9%-$438.9K |
| NWAM LLC | $5.7M | 116,616 | 0.29% | 8q | -14.0%-$934.4K |
| Keel Point, LLC | $5.1M | 104,803 | 0.30% | new | NEW |
| Calamos Advisors LLC | $5.1M | 104,178 | 0.02% | 10q | -12.5%-$730.3K |
| Breakwater Capital Group | $4.7M | 95,391 | 0.56% | 6q | -15.3%-$844.2K |
| Seneca House Advisors | $4.1M | 83,504 | 1.45% | 10q | -29.7%-$1.7M |
| J.W. COLE ADVISORS, INC. | $3.5M | 70,437 | 0.06% | 5q | +12.2%+$376.5K |
| Beckerman Institutional, LLC | $3.2M | 65,670 | 1.53% | 8q | +1.2%+$39.3K |
| Park Edge Advisors, LLC | $3.1M | 64,050 | 0.66% | 11q | +4.4%+$131.5K |
| Lifetime Wealth Management P.C. | $2.8M | 58,054 | 1.66% | 3q | -3.6%-$106.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 55,687 | 0.03% | 8q | +13.8%+$330.6K |
| Western Wealth Management, LLC | $2.7M | 55,108 | 0.09% | 2q | +6.1%+$154.3K |
| FIRST NATIONAL BANK SIOUX FALLS | $2.6M | 52,518 | 0.72% | 7q | HELD |
| FIRST MANHATTAN CO. LLC. | $2.5M | 50,000 | 0.01% | 11q | HELD |
| TRUIST FINANCIAL CORP | $2.0M | 40,291 | 0.00% | 8q | -53.2%-$2.2M |
| Arkadios Wealth Advisors | $1.9M | 38,672 | 0.03% | new | NEW |
| Dakota Wealth Management | $1.7M | 33,790 | 0.03% | new | NEW |
| PRIVATE CLIENT SERVICES, LLC | $1.6M | 32,997 | 0.42% | 8q | -35.1%-$876.3K |
| Patten Group, Inc. | $1.6M | 31,880 | 0.24% | 5q | -18.4%-$353.2K |
| Citizens National Bank Trust Department | $1.5M | 31,541 | 0.23% | 7q | +1.1%+$16.9K |
| Advisory Services Network, LLC | $1.5M | 31,407 | 0.02% | 7q | -22.2%-$440.9K |
| HARMONY ASSET MANAGEMENT LLC | $1.5M | 31,000 | 0.41% | 8q | +8.4%+$117.8K |
| GOLDMAN SACHS GROUP INC | $1.5M | 30,781 | 0.00% | new | NEW |
| Corient Private Wealth LP | $1.5M | 30,350 | 0.00% | 2q | +109.9%+$779.7K |
| Ameritas Advisory Services, LLC | $1.4M | 28,446 | 0.03% | new | NEW |
| SMITH, MOORE & CO. | $1.4M | 28,423 | 0.09% | 6q | +9.9%+$125.2K |
| Continuum Advisory, LLC | $1.3M | 26,996 | 0.11% | 4q | +1.5%+$19.5K |
| HighTower Advisors, LLC | $1.3M | 26,310 | 0.00% | 9q | -4.9%-$66.2K |
| Crumly & Associates Inc. | $1.3M | 25,744 | 0.24% | 3q | -57.2%-$1.7M |
| GK Wealth Management LLC | $1.2M | 24,648 | 0.64% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.2M | 24,399 | 0.00% | 10q | +3.2%+$37.7K |
| Longview Financial Advisors, Inc. | $1.2M | 24,150 | 0.69% | 7q | -0.7%-$8.5K |
| Orion Porfolio Solutions, LLC | $1.2M | 23,982 | 0.01% | 8q | -59.1%-$1.7M |
| Rockefeller Capital Management L.P. | $1.2M | 23,451 | 0.00% | 4q | -16.5%-$227.9K |
| MORGAN STANLEY | $1.1M | 23,046 | 0.00% | 11q | +1.2%+$13.4K |
| BENJAMIN EDWARDS INC | $1.1M | 22,547 | 0.01% | 8q | -61.9%-$1.8M |
| Sequoia Financial Advisors, LLC | $1.1M | 22,391 | 0.01% | new | NEW |
| Spire Wealth Management | $1.1M | 22,100 | 0.03% | 2q | HELD |
| Ancora Advisors LLC | $1.1M | 22,000 | 0.02% | 11q | HELD |
| Mosley Wealth Management | $1.1M | 21,813 | 0.34% | 3q | +510.0%+$894.9K |
| Knights of Columbus Asset Advisors LLC | $1.0M | 21,258 | 0.05% | 6q | +148.5%+$623.4K |
| Cambridge Advisors Inc. | $1.0M | 20,953 | 0.18% | 11q | +7.4%+$71.0K |
| Hegarty Advisors, LLC | $1.0M | 20,737 | 0.70% | 3q | -5.8%-$62.3K |
| Focus Partners Wealth | $994.8K | 20,274 | 0.00% | 3q | HELD |
| WealthPLAN Partners, LLC | $987.0K | 20,115 | 0.19% | 3q | +70.6%+$408.6K |
| Private Advisor Group, LLC | $959.6K | 19,556 | 0.00% | 10q | -81.6%-$4.2M |
| Legacy Wealth Advisors, LLC | $940.7K | 19,170 | 0.41% | 3q | HELD |
| Maridea Wealth Management LLC | $853.4K | 17,391 | 0.09% | 5q | -10.7%-$102.0K |
| BANK OF MONTREAL /CAN/ | $830.0K | 16,914 | 0.00% | 6q | -89.1%-$6.8M |
| Sharp Wealth Advisory, LLC | $709.8K | 14,465 | 0.33% | 7q | +60.9%+$268.7K |
| Quantinno Capital Management LP | $684.9K | 13,957 | 0.00% | 2q | +3.8%+$25.1K |
| Keeler Thomas Management LLC | $680.0K | 13,857 | 0.24% | new | NEW |
| Pathstone Holdings, LLC | $617.1K | 12,575 | 0.00% | new | NEW |
| KENNEDY INVESTMENT GROUP, INC. | $593.6K | 12,098 | 0.20% | 2q | +49.9%+$197.7K |
| SteelPeak Wealth, LLC | $591.5K | 12,054 | 0.02% | new | NEW |
| Andina Capital Management, LLC | $590.0K | 12,023 | 0.95% | 11q | -73.7%-$1.7M |
| Nautilus Advisors LLC | $570.9K | 11,669 | 0.34% | 7q | -9.2%-$57.6K |
| &PARTNERS | $554.3K | 11,295 | 0.00% | 8q | -51.9%-$597.2K |
| Envestnet Portfolio Solutions, Inc. | $546.5K | 11,138 | 0.00% | 8q | -72.3%-$1.4M |
| BAM Wealth Management, LLC | $546.0K | 11,126 | 0.34% | 4q | +62.7%+$210.4K |
| PFG Investments, LLC | $535.4K | 10,912 | 0.02% | 8q | +2.5%+$13.2K |
| RAYMOND JAMES FINANCIAL INC | $522.9K | 10,657 | 0.00% | 2q | +146.6%+$310.9K |
| Venturi Wealth Management, LLC | $518.6K | 10,569 | 0.02% | 11q | -0.9%-$4.9K |
| STRATEGY ASSET MANAGERS LLC | $510.3K | 10,399 | 0.08% | 6q | +2.2%+$11.1K |
| CIBC WORLD MARKET INC. | $507.4K | 10,340 | 0.00% | 8q | +5.1%+$24.5K |
| PRINCIPAL SECURITIES, INC. | $492.9K | 10,044 | 0.01% | 8q | -38.0%-$301.8K |
| Vident Advisory, LLC | $489.7K | 9,979 | 0.00% | 2q | +12.8%+$55.5K |
| CITADEL ADVISORS LLC | $480.1K | 9,784 | 0.00% | 3q | -88.3%-$3.6M |
| GFS Advisors, LLC | $476.5K | 7,375 | 0.03% | 7q | -67.9%-$1.0M |
| Revisor Wealth Management LLC | $451.8K | 9,206 | 0.11% | 3q | +25.8%+$92.8K |
Showing the largest 100 of 152 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 148 | $964.1M | 19,627,198 | 20 | 48 | 61 | 0.0% |
| Q1 2026 | 151 | $1.2B | 23,395,009 | 20 | 75 | 38 | 0.0% |
| Q4 2025 | 152 | $1.1B | 21,482,545 | 24 | 66 | 31 | 0.0% |
| Q3 2025 | 134 | $946.5M | 18,798,895 | 14 | 67 | 28 | 0.0% |
| Q2 2025 | 137 | $781.3M | 15,601,809 | 21 | 55 | 39 | 0.0% |
| Q1 2025 | 142 | $921.9M | 18,354,889 | 26 | 68 | 27 | 0.0% |
| Q4 2024 | 134 | $813.5M | 16,272,697 | 32 | 57 | 24 | 0.6% |
| Q3 2024 | 102 | $832.5M | 16,177,196 | 47 | 37 | 9 | 0.0% |
| Q2 2024 | 60 | $409.0M | 8,121,042 | 22 | 25 | 9 | 0.0% |
| Q1 2024 | 42 | $239.6M | 4,707,163 | 24 | 12 | 2 | 0.0% |
| Q4 2023 | 23 | $59.8M | 1,158,357 | 22 | 0 | 0 | 0.0% |