§ EQUITY
USDMTBA
SIMPLIFY MBS ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
73 increased/new, 63 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2.5M | 0.0% | +9% |
| Wells Fargo & Company | 1.7M | n/a | −2% |
| MML INVESTORS SERVICES, LLC | 1.6M | 0.2% | −7% |
| Edge Wealth Management LLC | 1.1M | 9.1% | +7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.1M | 1.1% | −1% |
| Watchman Group, Inc. | 878K | 10.5% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for MTBA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER86.6% · 133 holders
DEALER / BANK12.8% · 17 holders
TACTICAL / MACRO0.4% · 1 holder
DEEP VALUE0.2% · 1 holder
SYSTEMATIC / QUANT0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MTBA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MTBA yet.