SIMPLIFY EXCHANGE TRADED FUN
Institutional coverage
153 13F filers hold $MTBA.
13F holders
153
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 153 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
0.02% of portfolio
2,647,426 sh
02
Marquette Asset Management, LLC
0.03% of portfolio
2,474,122 sh
03
Midwestern Financial, LLC
0.22% of portfolio
1,631,854 sh
04
First Sabrepoint Capital Management LP
0.75% of portfolio
1,171,926 sh
05
Voloridge Investment Management, LLC
9.06% of portfolio
1,071,359 sh
06
Bass Sid R
1.14% of portfolio
1,061,848 sh
07
Edge Wealth Management LLC
8.90% of portfolio
1,000,038 sh
08
Avalon Ventures Management, LLC
3.16% of portfolio
925,002 sh
09
Crabel Capital Management, LLC
3.20% of portfolio
855,402 sh
10
Knightsbridge Asset Management, LLC
5.04% of portfolio
592,009 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $MTBA in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $MTBA in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:19 UTC.