SIMPLIFY EXCHANGE TRADED FUN

$MTBA
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Institutional coverage

2 13F filers hold $MTBA.

13F holders
2
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$MTBA is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.12%, with an average of 0.71% of portfolio. Largest holder: D L Carlson Investment Group Inc. at 2.12%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
D L Carlson Investment Group Inc.
2.12% held
α +17.7pts
02
Barnett & Company, Inc.
0.00% held
α +12.6pts
03
PCJ Investment Counsel Ltd.
0.00% held
α +18.9pts

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 2 of 2 · Source: 13F-HR
01
Knightsbridge Asset Management, LLC
5.49% of portfolio
819,151 sh
02
Citadel
—
83,593 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.

Convergence · $MTBA

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:19 UTC.