Who Owns Simplify MBS ETF (MTBA)?Hedge Fund & Institutional Holders

$49.77-0.06 (-0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$49.15$49.85$50.55$51.24$51.94Aug 24Jun 25Mar 26

MTBA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+1.1M+$53.9B
Morling Financial Advisors, LLCNew Position+339K+$17.1B
Proficio Capital Partners LLCIncreased+312K+$15.8B
BAR HARBOR WEALTH MANAGEMENTNew Position+273K+$13.8B
True Wealth Design, LLCNew Position+250K+$12.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+218K+$10.0B
Ethos Financial Group, LLCNew Position+190K+$9.6B
Calamos Advisors LLCNew Position+156K+$7.9B
Heck Capital Advisors, LLCNew Position+149K+$7.5B
NWAM LLCNew Position+142K+$7.2B
WealthPlan Investment Management, LLCNew Position+116K+$5.9B
Breakwater Capital GroupNew Position+86K+$4.3B
PEAK FINANCIAL ADVISORS LLCIncreased+76K+$3.8B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCNew Position+73K+$3.7B
Narwhal Capital ManagementNew Position+72K+$3.6B

MTBA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-61K-$4.4B
Park Edge Advisors, LLCDecreased-81K-$4.1B
CI INVESTMENTS INC.Decreased-60K-$3.1B
JPMORGAN CHASE & CODecreased-34K-$2.7B
Northern Financial Advisors IncClosed Position-42K-$2.1B
&PARTNERSDecreased-7K-$1.6B
Orion Porfolio Solutions, LLCDecreased-3K-$966.3M
CreativeOne Wealth, LLCDecreased-4K-$878.1M
Cove Street Capital, LLCClosed Position-15K-$765.6M
CIBC WORLD MARKET INC.Decreased-150-$510.4M
Kovitz Investment Group Partners, LLCClosed Position-10K-$502.5M
FIRST AMERICAN TRUST, FSBDecreased-3K-$476.8M
Steward Partners Investment Advisory, LLCDecreased-446-$388.3M
Brookstone Capital ManagementClosed Position-6K-$278.4M
Farther Finance Advisors, LLCDecreased-1K-$67.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN1,365,263$68.0B0.01%Share
2EVERGREEN CAPITAL MANAGEMENT LLC1,068,299$53.9B1.20%Share
3Hilton Capital Management, LLC841,350$42.4B3.19%Share
4CreativeOne Wealth, LLC563,443$28.0B0.68%Share
5Proficio Capital Partners LLC551,255$27.8B1.95%Share
6Tortoise Investment Management, LLC470,695$23.7B2.08%Share
7Convergence Financial, LLC392,856$19.8B2.89%Share
8PEAK FINANCIAL ADVISORS LLC374,576$18.9B8.48%Share
9CI INVESTMENTS INC.359,459$18.0B0.08%Share
10Morling Financial Advisors, LLC338,739$17.1B5.37%Share
11WELLS FARGO & COMPANY/MN349,118$17.0B0.00%Share
12Horizon Investments, LLC282,872$14.2B0.18%Share
13BAR HARBOR WEALTH MANAGEMENT273,170$13.8B0.80%Share
14True Wealth Design, LLC250,465$12.6B3.70%Share
15COMMONWEALTH EQUITY SERVICES, LLC218,029$10.0B0.01%Share
16ROYAL BANK OF CANADA216,601$10.0B0.00%Share
17Ethos Financial Group, LLC190,293$9.6B0.71%Share
18COMPASS CAPITAL CORP /MA/ /ADV165,590$8.4B3.22%Share
19Calamos Advisors LLC156,265$7.9B0.03%Share
20Heck Capital Advisors, LLC148,696$7.5B0.56%Share
21NWAM LLC142,072$7.2B0.40%Share
22FIRST AMERICAN TRUST, FSB140,939$7.0B0.48%Share
23BANK OF MONTREAL /CAN/129,147$6.0B0.00%Share
24WealthPlan Investment Management, LLC116,419$5.9B0.37%Share
25Seneca House Advisors101,312$5.1B1.91%Share
26JPMORGAN CHASE & CO107,534$5.0B0.00%Share
27Private Advisor Group, LLC104,174$5.0B0.02%Share
28Breakwater Capital Group85,919$4.3B0.60%Share
29PREVAIL INNOVATIVE WEALTH ADVISORS, LLC72,531$3.7B0.66%Share
30Narwhal Capital Management72,068$3.6B0.26%Share
31Andina Capital Management, LLC68,586$3.5B2.09%Share
32Anchor Investment Management, LLC52,162$2.6B0.21%Share
33Park Edge Advisors, LLC51,863$2.6B0.59%Share
34PRIVATE CLIENT SERVICES, LLC49,075$2.5B0.77%Share
35FIRST NATIONAL BANK SIOUX FALLS46,957$2.4B0.71%Share
36CreativeOne Wealth, LLC45,615$2.0B0.05%Share
37Orion Porfolio Solutions, LLC55,650$2.0B0.01%Share
38FIRST MANHATTAN CO. LLC.50,000$2.0B0.01%Share
39CITADEL ADVISORS LLC43,660$2.0B0.00%Share
40HARMONY ASSET MANAGEMENT LLC27,800$1.4B0.47%Share
41Longview Financial Advisors, Inc.24,063$1.2B0.82%Share
42Nautilus Advisors LLC23,187$1.2B0.76%Share
43SMITH, MOORE & CO.22,555$1.1B0.09%Share
44Crumly & Associates Inc.21,550$1.1B0.23%Share
45ROYAL BANK OF CANADA24,401$1.0B0.00%Share
46JPMORGAN CHASE & CO32,311$1.0B0.00%Share
47Knights of Columbus Asset Advisors LLC19,463$981.0M0.06%Share
48Cambridge Advisors Inc.19,143$964.0M0.18%Share
49Venturi Wealth Management, LLC15,328$772.0M0.03%Share
50BOS Asset Management, LLC14,730$742.0M0.20%Share

MTBA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025156$522.9B+75
Q3 202581$478.8B-49
Q2 2025130$709.9B-19
Q1 2025149$861.2B+25
Q4 2024124$44.4T+37
Q3 202487$133.9T+33
Q2 202454$96.2T+19
Q1 202435$89.9T—

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As of Q4 2025, 50 institutional investors hold MTBA (Simplify MBS ETF). The largest holder is WELLS FARGO & COMPANY/MN with $68.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own MTBA?

As of Q4 2025, 50 institutional investors report holding MTBA (Simplify MBS ETF) in their 13F filings.

Who is the largest institutional holder of MTBA?

The largest institutional holder of MTBA is WELLS FARGO & COMPANY/MN with $68.0B in shares.

Is institutional ownership of MTBA increasing or decreasing?

This quarter, 13 institutions opened new positions in MTBA and 4 closed their positions.