Simplify Exchange Traded Funds - MTBA

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.056B

QoQ value delta ($000)

+$124.7M (+13.39%)

Implied price effect (QoQ)

-0.15%

Total shares

21,004,352

QoQ shares delta

+2,509,621 (+13.57%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
ENVESTNET ASSET MANAGEMENT INC	114,502	2,271,430	0.03%
MML INVESTORS SERVICES, LLC	88,502	1,755,656	0.22%
WELLS FARGO & COMPANY/MN	86,421	1,714,381	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	53,852	1,068,299	1.2%
Edge Wealth Management LLC	50,411	1,000,038	8.9%
Hilton Capital Management, LLC	42,412	841,350	3.19%
Watchman Group, Inc.	41,901	831,220	10.0%
CreativeOne Wealth, LLC	30,702	609,058	0.74%
LPL Financial LLC	28,307	561,544	0.01%
Proficio Capital Partners LLC	27,788	551,255	1.95%
Tortoise Investment Management, LLC	23,727	470,695	2.08%
Aprio Wealth Management, LLC	22,551	447,371	1.29%
Convergence Financial, LLC	19,803	392,856	2.89%
PEAK FINANCIAL ADVISORS LLC	18,882	374,576	8.48%
CI INVESTMENTS INC.	18,120	359,459	0.08%
Pekin Hardy Strauss, Inc.	18,079	358,640	1.67%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17,736	351,358	0.02%
Morling Financial Advisors, LLC	17,075	338,739	5.37%
HUTCHINSON CAPITAL MANAGEMENT/CA	16,931	335,866	2.9%
Tidal Investments LLC	14,701	291,641	0.03%
Horizon Investments, LLC	14,188	282,872	0.18%
BAR HARBOR WEALTH MANAGEMENT	13,770	273,170	0.8%
L2 Asset Management, LLC	13,739	272,554	1.84%
Bank of New York Mellon Corp	13,055	258,988	0.0%
ROYAL BANK OF CANADA	12,700	251,930	0.0%