Simplify Exchange Traded Funds - MTBA

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$930.7M
QoQ value delta ($000)
-$35K (-0.0%)
Implied price effect (QoQ)
-0.01%
Shares
Total shares
18,948,724
QoQ shares delta
+890 (+0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
ENVESTNET ASSET MANAGEMENT INC 110,423 2,250,321 0.03%
MML INVESTORS SERVICES, LLC 95,096 1,937,978 0.19%
WELLS FARGO & COMPANY/MN 79,944 1,629,192 0.01%
Edge Wealth Management LLC 53,523 1,090,758 9.01%
EVERGREEN CAPITAL MANAGEMENT LLC 51,754 1,054,709 0.91%
Watchman Group, Inc. 44,273 902,254 9.9%
CreativeOne Wealth, LLC 35,056 714,426 0.76%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 34,440 683,201 4.84%
LPL Financial LLC 26,708 544,297 0.01%
Tortoise Investment Management, LLC 25,879 527,409 1.93%
Aprio Wealth Management, LLC 23,804 485,119 1.18%
HUTCHINSON CAPITAL MANAGEMENT/CA 19,723 401,942 3.38%
Hilton Capital Management, LLC 19,566 398,755 1.33%
Pekin Hardy Strauss, Inc. 18,818 383,511 1.66%
Proficio Capital Partners LLC 16,611 338,534 0.6%
L2 Asset Management, LLC 14,484 295,184 1.5%
WealthPlan Investment Management, LLC 13,401 273,112 0.67%
ROYAL BANK OF CANADA 12,191 248,445 0.0%
BAR HARBOR WEALTH MANAGEMENT 11,791 240,301 0.63%
True Wealth Design, LLC 10,804 220,181 2.57%
COMMONWEALTH EQUITY SERVICES, LLC 9,778 199,270 0.01%
Sanctuary Advisors, LLC 9,559 194,820 0.04%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 9,548 194,583 1.42%
JPMORGAN CHASE & CO 8,814 179,024 0.0%
Tidal Investments LLC 8,526 173,768 0.01%