Vault-13

SIMPLIFY EXCHANGE TRADED FUN MTBA

MBS ETF · ETP · CUSIP 82889N525 · ISIN US82889N5251

151 institutional holders -6 vs Q1 2026
19,843,58919.8m shares reported held*
$974.7mreported value*
18 new 50 added 65 reduced 23 sold out net sold ≈ $105.1m (-2.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $49.12.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q4 23: 27Q1 24: 48Q2 24: 69Q3 24: 113Q4 24: 146Q1 25: 154Q2 25: 146Q3 25: 139Q4 25: 158Q1 26: 157Q2 26: 151151Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202327
Q1 202448
Q2 202469
Q3 2024113
Q4 2024146
Q1 2025154
Q2 2025146
Q3 2025139
Q4 2025158
Q1 2026157
Q2 2026151

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 93 bought or addedQ3 24: 19 cut or sold outQ4 24: 96 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 104 bought or addedQ1 25: 51 cut or sold outQ2 25: 83 bought or addedQ2 25: 68 cut or sold outQ2 25Q3 25: 89 bought or addedQ3 25: 50 cut or sold outQ4 25: 95 bought or addedQ4 25: 48 cut or sold outQ4 25Q1 26: 101 bought or addedQ1 26: 63 cut or sold outQ2 26: 68 bought or addedQ2 26: 88 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249319
Q4 20249636
Q1 202510451
Q2 20258368
Q3 20258950
Q4 20259548
Q1 202610163
Q2 20266888

Biggest buyers

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC Added +811,930+811.9k
MML INVESTORS SERVICES, LLC Added +306,124+306.1k
Keel Point, LLC Added +66,433+66.4k
CreativeOne Wealth, LLC Added +65,131+65.1k
Tidal Investments LLC Added +61,020+61.0k
Arkadios Wealth Advisors New +38,672+38.7k
Sanctuary Advisors, LLC Added +34,918+34.9k
Dakota Wealth Management New +33,790+33.8k
JPMORGAN CHASE & CO Added +33,259+33.3k
GOLDMAN SACHS GROUP INC New +30,781+30.8k

Biggest sellers

Convergence Financial, LLC Sold out -462,501-462.5k
Hilton Capital Management, LLC Reduced -456,647-456.6k
PEAK FINANCIAL ADVISORS LLC Reduced -336,545-336.5k
Horizon Investments, LLC Sold out -301,338-301.3k
L2 Asset Management, LLC Reduced -263,824-263.8k
Bank of New York Mellon Corp Sold out -261,015-261.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -223,801-223.8k
BANK OF MONTREAL /CAN/ Reduced -138,327-138.3k
Professional Financial Management, Inc. Sold out -129,045-129.0k
Independent Advisor Alliance Reduced -101,310-101.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,250,3212.3m $110.4m $110.4m 0.03% Reduced -223.8k -223,801
2 MML INVESTORS SERVICES, LLC 0.19% of their portfolio SPRINGFIELD, MA 1,937,9781.9m $95.1m $95.1m 0.19% Added +306.1k +306,124
3 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5.50% of their portfolio NEWPORT BEACH, CA 1,631,0811.6m $81.0m $81.0m 5.50% Added +811.9k +811,930
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,629,1921.6m $79.9m $79.9m 0.01% Reduced -44.0k -43,991
5 Edge Wealth Management LLC 9.01% of their portfolio NEW YORK, NY 1,090,7581.1m $53.5m $53.5m 9.01% Added +19.4k +19,399
6 EVERGREEN CAPITAL MANAGEMENT LLC 0.91% of their portfolio Bellevue, WA 1,054,7091.1m $51.8m $51.8m 0.91% Reduced -7.1k -7,139
7 Watchman Group, Inc. 9.90% of their portfolio PLANO, TX 902,254902.3k $44.3m $44.3m 9.90% Added +24.4k +24,379
8 CreativeOne Wealth, LLC 0.76% of their portfolio OVERLAND PARK, KS 714,426714.4k $35.1m $35.1m 0.76% Added +65.1k +65,131
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 544,297544.3k $26.7m $26.7m 0.01% Reduced -38.3k -38,346
10 Tortoise Investment Management, LLC 1.93% of their portfolio WHITE PLAINS, NY 527,409527.4k $25.9m $25.9m 1.93% Added +12.2k +12,171
11 Aprio Wealth Management, LLC 1.18% of their portfolio ATLANTA, GA 485,119485.1k $23.8m $23.8m 1.18% Added +21.8k +21,794
12 HUTCHINSON CAPITAL MANAGEMENT/CA 3.38% of their portfolio SAN RAFAEL, CA 401,942401.9k $19.7m $19.7m 3.38% Added +22.4k +22,430
13 Hilton Capital Management, LLC 1.33% of their portfolio Garden City, NY 398,755398.8k $19.6m $19.6m 1.33% Reduced -456.6k -456,647
14 Pekin Hardy Strauss, Inc. 1.66% of their portfolio CHICAGO, IL 383,511383.5k $18.8m $18.8m 1.66% Reduced -26.5k -26,517
15 Proficio Capital Partners LLC 0.60% of their portfolio NEWTON, MA 338,534338.5k $16.6m $16.6m 0.60% Reduced -45.2k -45,211
16 L2 Asset Management, LLC 1.50% of their portfolio Wayland, MA 295,184295.2k $14.5m $14.5m 1.50% Reduced -263.8k -263,824
17 WealthPlan Investment Management, LLC 0.67% of their portfolio OMAHA, NE 273,112273.1k $13.4m $13.4m 0.67% Reduced -13.7k -13,671
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 248,445248.4k $12.2m $12.2m 0.00% Reduced -43.3k -43,344
19 BAR HARBOR WEALTH MANAGEMENT 0.63% of their portfolio CONCORD, NH 240,301240.3k $11.8m $11.8m 0.63% Reduced -5.0k -5,028
20 True Wealth Design, LLC 2.57% of their portfolio AKRON, OH 220,181220.2k $10.8m $10.8m 2.57% Reduced -9.7k -9,733
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 199,270199.3k $9.8m $9.8m 0.01% Reduced -28.4k -28,382
22 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 194,820194.8k $9.6m $9.6m 0.04% Added +34.9k +34,918
23 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.42% of their portfolio LEAWOOD, KS 194,583194.6k $9.5m $9.5m 1.42% Reduced -815 -815
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 179,024179.0k $8.8m $8.8m 0.00% Added +33.3k +33,259
25 Tidal Investments LLC 0.02% of their portfolio Milwaukee, WI 173,768173.8k $8.5m $8.5m 0.02% Added +61.0k +61,020
26 FIRST AMERICAN TRUST, FSB 0.47% of their portfolio SANTA ANA, CA 158,653158.7k $7.8m $7.8m 0.47% Added +17.0k +16,974
27 COMPASS CAPITAL CORP /MA/ /ADV 2.44% of their portfolio BRAINTREE, MA 154,330154.3k $7.5m $7.5m 2.44% Reduced -14.6k -14,576
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 152,032152.0k $7.4m $7.4m 0.01% Reduced -23.9k -23,910
29 Ethos Financial Group, LLC 0.44% of their portfolio KING OF PRUSSIA, PA 135,544135.5k $6.7m $6.7m 0.44% Reduced -76.3k -76,345
30 Fort Sheridan Advisors LLC 0.67% of their portfolio HIGHLAND PARK, IL 127,286127.3k $6.2m $6.2m 0.67% Added +7.6k +7,625
31 ABBINGTON INVESTMENT GROUP 3.80% of their portfolio WESTPORT, CT 121,545121.5k $6.0m $6.0m 3.80% Reduced -8.9k -8,945
32 NWAM LLC 0.29% of their portfolio MERCER ISLAND, WA 116,616116.6k $5.7m $5.7m 0.29% Reduced -19.0k -19,042
33 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 113,313113.3k $5.6m $5.6m 0.01% Reduced -74.6k -74,576
34 Keel Point, LLC 0.30% of their portfolio HUNTSVILLE, AL 104,803104.8k $5.1m $5.1m 0.30% Added +66.4k +66,433
35 Calamos Advisors LLC 0.02% of their portfolio NAPERVILLE, IL 104,178104.2k $5.1m $5.1m 0.02% Reduced -14.9k -14,882
36 WEDBUSH SECURITIES INC 0.13% of their portfolio PASADENA, CA 98,95699.0k $4.9m $4.9m 0.13% Added +26.8k +26,843
37 Breakwater Capital Group 0.56% of their portfolio PARAMUS, NJ 95,39195.4k $4.7m $4.7m 0.56% Reduced -17.2k -17,204
38 Seneca House Advisors 1.45% of their portfolio RICHMOND, VA 83,50483.5k $4.1m $4.1m 1.45% Reduced -35.3k -35,333
39 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 70,43770.4k $3.5m $3.5m 0.06% Added +7.7k +7,673
40 Beckerman Institutional, LLC 1.53% of their portfolio OCEAN GROVE, NJ 65,67065.7k $3.2m $3.2m 1.53% Added +800 +800
41 Park Edge Advisors, LLC 0.67% of their portfolio Cleveland, OH 64,05064.0k $3.1m $3.1m 0.67% Added +2.7k +2,679
42 Lifetime Wealth Management P.C. 1.66% of their portfolio ROCKWALL, TX 58,05458.1k $2.8m $2.8m 1.66% Reduced -2.2k -2,175
43 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 55,68755.7k $2.7m $2.7m 0.03% Added +6.7k +6,738
44 Western Wealth Management, LLC 0.09% of their portfolio GOLDEN, CO 55,10855.1k $2.7m $2.7m 0.09% Added +3.1k +3,144
45 FIRST NATIONAL BANK SIOUX FALLS 0.72% of their portfolio SIOUX FALLS, SD 52,51852.5k $2.6m $2.6m 0.72% Unchanged
46 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 50,00050.0k $2.5m $2.5m 0.01% Unchanged
47 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,29140.3k $2.0m $2.0m 0.00% Reduced -45.7k -45,714
48 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 38,67238.7k $1.9m $1.9m 0.03% New
49 Dakota Wealth Management 0.03% of their portfolio PALM BEACH GARDENS, FL 33,79033.8k $1.7m $1.7m 0.03% New
50 PRIVATE CLIENT SERVICES, LLC 0.42% of their portfolio LOUISVILLE, KY 32,99733.0k $1.6m $1.6m 0.42% Reduced -17.9k -17,859
51 Patten Group, Inc. 0.24% of their portfolio CHATTANOOGA, TN 31,88031.9k $1.6m $1.6m 0.24% Reduced -7.2k -7,197
52 Citizens National Bank Trust Department 0.23% of their portfolio MERIDIAN, MS 31,54131.5k $1.5m $1.5m 0.23% Added +344 +344
53 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 31,40731.4k $1.5m $1.5m 0.02% Reduced -9.0k -8,986
54 HARMONY ASSET MANAGEMENT LLC 0.41% of their portfolio SCOTTSDALE, AZ 31,00031.0k $1.5m $1.5m 0.41% Added +2.4k +2,400
55 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 30,78130.8k $1.5m $1.5m 0.00% New
56 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 28,44628.4k $1.4m $1.4m 0.03% New
57 SMITH, MOORE & CO. 0.09% of their portfolio CLAYTON, MO 28,42328.4k $1.4m $1.4m 0.09% Added +2.6k +2,551
58 Continuum Advisory, LLC 0.11% of their portfolio EAGLE, ID 26,99627.0k $1.3m $1.3m 0.11% Added +398 +398
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 26,31026.3k $1.3m $1.3m 0.00% Reduced -1.3k -1,349
60 Crumly & Associates Inc. 0.24% of their portfolio SPRINGFIELD, IL 25,74425.7k $1.3m $1.3m 0.24% Reduced -34.4k -34,364
61 GK Wealth Management LLC 0.73% of their portfolio RENO, NV 24,64824.6k $1.2m $1.2m 0.73% New
62 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,39924.4k $1.2m $1.2m 0.00% Added +768 +768
63 Longview Financial Advisors, Inc. 0.69% of their portfolio HUNTSVILLE, AL 24,15024.1k $1.2m $1.2m 0.69% Reduced -173 -173
64 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 23,98224.0k $1.2m $1.2m 0.01% Reduced -34.6k -34,590
65 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 23,45123.5k $1.2m $1.2m 0.00% Reduced -4.6k -4,644
66 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 23,04623.0k $1.1m $1.1m 0.00% Added +274 +274
67 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 22,54722.5k $1.1m $1.1m 0.01% Reduced -36.6k -36,623
68 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 22,39122.4k $1.1m $1.1m 0.01% New
69 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 22,10022.1k $1.1m $1.1m 0.03% Unchanged
70 Ancora Advisors LLC 0.02% of their portfolio Cleveland, OH 22,00022.0k $1.1m $1.1m 0.02% Unchanged
71 Mosley Wealth Management 0.34% of their portfolio ANAHEIM, CA 21,81321.8k $1.1m $1.1m 0.34% Added +18.2k +18,237
72 Knights of Columbus Asset Advisors LLC 0.05% of their portfolio NEW HAVEN, CT 21,25821.3k $1.0m $1.0m 0.05% Added +12.7k +12,705
73 Cambridge Advisors Inc. 0.18% of their portfolio OMAHA, NE 20,95321.0k $1.0m $1.0m 0.18% Added +1.4k +1,447
74 Hegarty Advisors, LLC 0.70% of their portfolio GARDEN CITY, NY 20,73720.7k $1.0m $1.0m 0.70% Reduced -1.3k -1,270
75 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 20,27420.3k $994.8k $994.8k 0.00% Unchanged
76 WealthPLAN Partners, LLC 0.19% of their portfolio OMAHA, NE 20,11520.1k $987.0k $987.0k 0.19% Added +8.3k +8,326
77 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 19,55619.6k $959.6k $959.6k 0.00% Reduced -86.5k -86,512
78 Legacy Wealth Advisors, LLC 0.41% of their portfolio NORTH MIAMI BEACH, FL 19,17019.2k $940.7k $940.7k 0.41% Added +6 +6
79 Maridea Wealth Management LLC 0.09% of their portfolio BROOKLYN, NY 17,39117.4k $853.4k $853.4k 0.09% Reduced -2.1k -2,079
80 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 16,91416.9k $830.0k $830.0k 0.00% Reduced -138.3k -138,327
81 Sharp Wealth Advisory, LLC 0.33% of their portfolio HORSHAM, PA 14,46514.5k $709.8k $709.8k 0.33% Added +5.5k +5,475
82 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 13,95714.0k $684.9k $684.9k 0.00% Added +511 +511
83 Keeler Thomas Management LLC 0.24% of their portfolio Orem, UT 13,85713.9k $680.0k $680.0k 0.24% New
84 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 12,64112.6k $620.3k $620.3k 0.00% Reduced -1.8k -1,820
85 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 12,58412.6k $617.0k $617.0k 0.03% Reduced -3.9k -3,860
86 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 12,57512.6k $617.1k $617.1k 0.00% New
87 KENNEDY INVESTMENT GROUP, INC. 0.20% of their portfolio WEST DEPTFORD, NJ 12,09812.1k $593.6k $593.6k 0.20% Added +4.0k +4,029
88 SteelPeak Wealth, LLC 0.02% of their portfolio WOODLAND HILLS, CA 12,05412.1k $591.5k $591.5k 0.02% New
89 Andina Capital Management, LLC 0.97% of their portfolio LOGAN, UT 12,02312.0k $590.0k $590.0k 0.97% Reduced -33.7k -33,702
90 Nautilus Advisors LLC 0.34% of their portfolio La Jolla, CA 11,66911.7k $570.9k $570.9k 0.34% Reduced -1.2k -1,177
91 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 11,29511.3k $554.3k $554.3k 0.00% Reduced -12.2k -12,171
92 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,13811.1k $546.5k $546.5k 0.00% Reduced -29.0k -29,015
93 BAM Wealth Management, LLC 0.34% of their portfolio LAKEWOOD, CO 11,12611.1k $546.0k $546.0k 0.34% Added +4.3k +4,287
94 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 10,93410.9k $536.0k $536.0k 0.00% New
95 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 10,91210.9k $535.4k $535.4k 0.02% Added +268 +268
96 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,65710.7k $522.9k $522.9k 0.00% Added +6.3k +6,336
97 Venturi Wealth Management, LLC 0.02% of their portfolio AUSTIN, TX 10,56910.6k $518.6k $518.6k 0.02% Reduced -99 -99
98 STRATEGY ASSET MANAGERS LLC 0.08% of their portfolio PASADENA, CA 10,39910.4k $510.3k $510.3k 0.08% Added +227 +227
99 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 10,34010.3k $507.4k $507.4k 0.00% Added +500 +500
100 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 10,04410.0k $492.9k $492.9k 0.01% Reduced -6.2k -6,151