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Simplify MBS ETF (MTBA)

CUSIP: 82889N525 | NYSE | 285 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Pekin Hardy Strauss, Inc.380,953
1.6% of portfolio›$17.8M
WealthPlan Investment Management, LLC299,214
0.7% of portfolio›$14.0M
BAR Harbor Wealth Management247,584
0.6% of portfolio›$11.6M
Sky Investment Group LLC216,890
1.1% of portfolio›$10.1M
Aprio Wealth Management, LLC209,690
0.4% of portfolio›$9.8M
Prevail Innovative Wealth Advisors, LLC187,798
1.1% of portfolio›$8.8M
True Wealth Design, LLC186,107
2.0% of portfolio›$8.7M
Calamos Advisors LLC104,178
0.0% of portfolio›$4.9M
Wedbush Securities Inc82,250
0.0% of portfolio›$3.8K
J.W. Cole Advisors, Inc.68,413
0.1% of portfolio›$3.2M
Park Edge Advisors, LLC66,280
0.7% of portfolio›$3.1M
First National Bank Sioux Falls59,154
0.8% of portfolio›$2.8M
Narwhal Capital Management57,652
0.2% of portfolio›$2.7M
Kestra Private Wealth Services, LLC56,183
0.0% of portfolio›$2.6M
Lifetime Wealth Management P.C.52,880
1.5% of portfolio›$2.5M
Commonwealth Equity Services, LLC48,185
0.0% of portfolio›$2.3M
Wealth Enhancement Advisory Services, LLC47,621
0.0% of portfolio›$2.2M
Mosley Wealth Management38,081
0.5% of portfolio›$1.8M
Private Client Services, LLC33,887
0.4% of portfolio›$1.6M
Citizens National Bank Trust Department33,656
0.2% of portfolio›$1.6M
Harmony Asset Management LLC29,500
0.3% of portfolio›$1.4M
WealthPLAN Partners, LLC27,593
0.2% of portfolio›$1.3M
SteelPeak Wealth, LLC26,321
0.0% of portfolio›$1.2M
Longview Financial Advisors, Inc.24,141
0.6% of portfolio›$1.1M
Evergreen Capital Management LLC23,067
0.0% of portfolio›$1.1M
Patten Group, Inc.22,537
0.2% of portfolio›$1.1M
Cambridge Advisors Inc.22,498
0.2% of portfolio›$1.1M
Crumly & Associates Inc.20,461
0.2% of portfolio›$956.8K
Hegarty Advisors, LLC19,863
0.6% of portfolio›$928.8K
StoneX Group Inc.18,874
0.0% of portfolio›$908.7K
Watchman Group, Inc.17,488
0.2% of portfolio›$817.7K
Concurrent Investment Advisors, LLC17,191
0.0% of portfolio›$803.9K
GFS Advisors, LLC16,760
0.1% of portfolio›$784.0K
Spire Wealth Management16,600
0.0% of portfolio›$776.2K
GK Wealth Management LLC15,674
0.4% of portfolio›$732.9K
Keeler Thomas Management LLC15,538
0.3% of portfolio›$726.6K
Breakwater Capital Group15,095
0.1% of portfolio›$705.8K
Knights of Columbus Asset Advisors LLC12,186
0.0% of portfolio›$569.8K
Andina Capital Management, LLC12,087
0.8% of portfolio›$565.2K
Kennedy Investment Group, Inc.11,927
0.2% of portfolio›$557.7K
Strategy Asset Managers LLC10,399
0.1% of portfolio›$486.2K
Nautilus Advisors LLC9,117
0.3% of portfolio›$426.3K
MGO One Seven LLC8,818
0.0% of portfolio›$412.3K
Kingswood Wealth Advisors, LLC8,288
0.0% of portfolio›$387.5K
Revisor Wealth Management LLC7,222
0.1% of portfolio›$339.7K
Atlas Brown,Inc.6,950
0.1% of portfolio›$325.0K
Mather Group, Llc.6,613
0.0% of portfolio›$309.2K
Ables, Iannone, Moore & Associates, Inc.6,181
0.1% of portfolio›$289.0K
Straight Path Wealth Management5,590
0.1% of portfolio›$261.4K
BAM Wealth Management, LLC5,275
0.1% of portfolio›$246.7K
Fifth Third Bancorp5,252
0.0% of portfolio›$245.6K
Seelaus Asset Management LLC4,693
0.2% of portfolio›$219.4K
Graham Capital Wealth Management, LLC4,566
0.2% of portfolio›$213.5K
Private Trust Co NA2,800
0.0% of portfolio›$130.9K
UMB Private Wealth Management, LLC2,686
0.1% of portfolio›$125.6K
US Bancorp \de\2,381
0.0% of portfolio›$111.3K
Creative Financial Designs Inc1,937
0.0% of portfolio›$90.6K
Realta Investment Advisors1,200
0.0% of portfolio›$56.1K
Bokf, NA745
0.0% of portfolio›$34.8K
Farther Finance Advisors, LLC555
0.0% of portfolio›$26.0K
Compass Financial Management LLC87
0.0% of portfolio›$4.1K
High Point Wealth Management, LLC45
0.0% of portfolio›$2.1K
Maseco LLP45
0.0% of portfolio›$2.1K
Signaturefd, LLC1
0.0% of portfolio›$35
StyleTurnoverLocationFiled
Pekin Hardy Strauss, Inc.
380,953$17.8M1.6%ValueMediumChicago, IL2026-11-02
WealthPlan Investment Management, LLC
299,214$14.0M0.7%GrowthMediumOmaha, NE2026-10-15
BAR Harbor Wealth Management
247,584$11.6M0.6%CoreLowConcord, NH2026-10-21
Sky Investment Group LLC
216,890$10.1M1.1%CoreVery LowHartford, CT2026-10-30
Aprio Wealth Management, LLC
209,690$9.8M0.4%ETFMediumAtlanta, GA2026-10-28
Prevail Innovative Wealth Advisors, LLC
187,798$8.8M1.1%CoreVery HighLeawood, KS2026-10-20
True Wealth Design, LLC
186,107$8.7M2.0%ETFMediumAkron, OH2026-10-13
Calamos Advisors LLC
104,178$4.9M0.0%GrowthMediumNaperville, IL2026-11-02
Wedbush Securities Inc
82,250$3.8K0.0%CoreLowPasadena, CA2026-10-22
J.W. Cole Advisors, Inc.
68,413$3.2M0.1%IndexLowTampa, FL2026-11-05
Park Edge Advisors, LLC
66,280$3.1M0.7%CoreMediumCleveland, OH2026-10-28
First National Bank Sioux Falls
59,154$2.8M0.8%ETFVery LowSioux Falls, SD2026-10-13
Narwhal Capital Management
57,652$2.7M0.2%CoreLowMarietta, GA2026-11-04
Kestra Private Wealth Services, LLC
56,183$2.6M0.0%GrowthLowAustin, TX2026-10-30
Lifetime Wealth Management P.C.
52,880$2.5M1.5%YieldLowRockwall, TX2026-10-29
Commonwealth Equity Services, LLC
48,185$2.3M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
47,621$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Mosley Wealth Management
38,081$1.8M0.5%ETFHighAnaheim, CA2026-10-16
Private Client Services, LLC
33,887$1.6M0.4%ETFMediumLouisville, KY2026-10-02
Citizens National Bank Trust Department
33,656$1.6M0.2%CoreVery LowMeridian, MS2026-11-04
Harmony Asset Management LLC
29,500$1.4M0.3%GrowthMediumScottsdale, AZ2026-10-20
WealthPLAN Partners, LLC
27,593$1.3M0.2%CoreMediumOmaha, NE2026-10-15
SteelPeak Wealth, LLC
26,321$1.2M0.0%GrowthHighWoodland Hills, CA2026-10-16
Longview Financial Advisors, Inc.
24,141$1.1M0.6%ETFVery LowHuntsville, AL2026-10-09
Evergreen Capital Management LLC
23,067$1.1M0.0%GARPMediumBellevue, WA2026-10-23
Patten Group, Inc.
22,537$1.1M0.2%CoreLowChattanooga, TN2026-10-26
Cambridge Advisors Inc.
22,498$1.1M0.2%ETFVery LowOmaha, NE2026-10-19
Crumly & Associates Inc.
20,461$956.8K0.2%ETFMediumSpringfield, IL2026-10-07
Hegarty Advisors, LLC
19,863$928.8K0.6%ETFVery LowGarden City, NY2026-10-20
StoneX Group Inc.
18,874$908.7K0.0%ETFMediumNew York, NY2026-11-03
Watchman Group, Inc.
17,488$817.7K0.2%ETFLowPlano, TX2026-10-16
Concurrent Investment Advisors, LLC
17,191$803.9K0.0%GrowthMediumTampa, FL2026-10-16
GFS Advisors, LLC
16,760$784.0K0.1%CoreLowHouston, TX2026-11-03
Spire Wealth Management
16,600$776.2K0.0%GrowthMediumMclean, VA2026-10-30
GK Wealth Management LLC
15,674$732.9K0.4%GARPVery HighReno, NV2026-10-09
Keeler Thomas Management LLC
15,538$726.6K0.3%CoreHighOrem, UT2026-10-29
Breakwater Capital Group
15,095$705.8K0.1%ETFLowParamus, NJ2026-10-09
Knights of Columbus Asset Advisors LLC
12,186$569.8K0.0%CoreMediumNew Haven, CT2026-11-05
Andina Capital Management, LLC
12,087$565.2K0.8%ETFMediumLogan, UT2026-10-21
Kennedy Investment Group, Inc.
11,927$557.7K0.2%GrowthLowWest Deptford, NJ2026-10-21
Strategy Asset Managers LLC
10,399$486.2K0.1%CoreLowPasadena, CA2026-10-14
Nautilus Advisors LLC
9,117$426.3K0.3%GrowthLowLa Jolla, CA2026-10-07
MGO One Seven LLC
8,818$412.3K0.0%GrowthLowBeachwood, OH2026-10-28
Kingswood Wealth Advisors, LLC
8,288$387.5K0.0%GrowthLowSan Diego, CA2026-10-23
Revisor Wealth Management LLC
7,222$339.7K0.1%CoreLowAkron, OH2026-10-20
Atlas Brown,Inc.
6,950$325.0K0.1%GrowthLowLouisville, KY2026-10-09
Mather Group, Llc.
6,613$309.2K0.0%ETFMediumChicago, IL2026-10-14
Ables, Iannone, Moore & Associates, Inc.
6,181$289.0K0.1%GrowthVery LowSavannah, GA2026-10-06
Straight Path Wealth Management
5,590$261.4K0.1%ETFLowJenison, MI2026-10-23
BAM Wealth Management, LLC
5,275$246.7K0.1%ETFHighLakewood, CO2026-10-15
Fifth Third Bancorp
5,252$245.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Seelaus Asset Management LLC
4,693$219.4K0.2%GrowthMediumChatham, NJ2026-10-14
Graham Capital Wealth Management, LLC
4,566$213.5K0.2%YieldHighWashington, DC2026-10-26
Private Trust Co NA
2,800$130.9K0.0%CoreLowCleveland, OH2026-10-20
UMB Private Wealth Management, LLC
2,686$125.6K0.1%GrowthN/AKansas City, MO2026-10-19
US Bancorp \de\
2,381$111.3K0.0%IndexLowMinneapolis, MN2026-11-05
Creative Financial Designs Inc
1,937$90.6K0.0%ETFMediumKokomo, IN2026-11-04
Realta Investment Advisors
1,200$56.1K0.0%GrowthMediumWilmington, DE2026-10-14
Bokf, NA
745$34.8K0.0%CoreLowTulsa, OK2026-10-27
Farther Finance Advisors, LLC
555$26.0K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
87$4.1K0.0%CoreN/ATampa, FL2026-10-30
High Point Wealth Management, LLC
45$2.1K0.0%ETFLowChester, NJ2026-11-05
Maseco LLP
45$2.1K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Signaturefd, LLC
1$350.0%IndexLowAtlanta, GA2026-10-23