SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Equity / MBS ETF
Symbol
MTBA
Price per share
$50.42
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
20,839,578
Total reported value
$1,050,528,258
% of total 13F portfolios
0.01%
Share change
+2,101,301
Value change
+$105,941,476
Number of holders
153
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 153 institutional investors reported holding 20,839,578 shares of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA).

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 20,839,578 $1,050,528,258 +$105,941,476 $50.41 153
2025 Q3 19,369,854 $975,309,088 +$91,631,348 $50.35 139
2025 Q2 17,458,488 $874,313,001 -$251,734,543 $50.09 144
2025 Q1 22,592,490 $1,132,654,542 +$33,693,453 $50.14 151
2024 Q4 21,318,661 $1,059,299,069 +$45,116,315 $49.69 145
2024 Q3 20,940,086 $1,077,690,169 +$493,173,209 $51.48 111
2024 Q2 10,510,007 $529,297,014 +$264,210,253 $50.36 67
2024 Q1 5,259,132 $267,656,954 +$187,768,128 $50.91 46
2023 Q4 1,564,814 $80,840,112 +$76,211,376 $51.69 26