Latest Period
Q1 2026
Security Snapshot
SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) Institutional Ownership
CUSIP: 82889N525
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
157
Shares (Excl. Options)
22,032,186
Price
$49.46
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- Security type / class
- Equity / MBS ETF
- Symbol
- MTBA
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 22,032,186
- Total 13F value
- $1,089,625,377
- Portfolio coverage rank
- 0.01%
- Share change
- +227,845
- Value change
- +$10,351,915
- Number of holders
- 157
- SEC-reported price per share
- $49.15
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MTBA - SIMPLIFY EXCHANGE TRADED FUN - MBS ETF is tracked under CUSIP 82889N525.
- 157 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 157 to 157 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,096,417,270 to $1,089,625,377.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 157 institutions filings for Q1 2026.
Security key
82889N525
Latest holder period
Q1 2026
13F holders
157
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N525:
As of 31 Mar 2026, 157 institutional investors reported holding 22,032,186 shares of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 22,032,186 | $1,089,625,377 | +$10,351,915 | $49.46 | 157 |
| 2025 Q4 | 21,749,893 | $1,096,417,270 | +$110,647,706 | $50.41 | 157 |
| 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 |