Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (MTBA)

152 + Investors. Track Smart Money conviction in MTBA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — MTBA

Based on 153 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MTBA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
153 hedge funds hold MTBA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

72 buying89 selling
Last quarter: 89 funds reduced or exited vs 72 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 31 → 25 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 28% new

■ 25% conviction (2yr+) ■ 46% medium ■ 28% new
Of the 153 current holders: 39 (25%) held >2 years, 71 held 1–2 years, and 43 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~23 new funds/quarter

25 → 17 → 31 → 25 → 23 new funds/Q
New funds entering each quarter: 17 → 31 → 25 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 23% veterans, 35% new entrants

■ 23% veterans ■ 42% 1-2yr ■ 35% new
Of 153 current holders: 35 (23%) held 2+ years, 65 held 1–2 years, 53 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
13 of 153 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MTBA

In 2026 Q2, 72 hedge funds were net buyers of MTBA (23 opened a new position, 49 added to an existing one), while 89 reduced or exited (64 trimmed, 25 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 26% of total institutional value in MTBA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 153.

Hedge Fund Ownership: MTBA

How many hedge funds hold MTBA — quarterly history vs. share price
Quarterly hedge fund ownership of MTBA vs. share price

Market Analysis: MTBA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MTBA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: MTBA
152 + Investors

Track Smart Money conviction in MTBA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 152 155 -1.94%
13F Shares 19M 22M -13.48%
Total Value $917M $1.07B -14.05%
New Positions 23 25 -2
Increased Positions 49 75 -26
Closed Positions 26 24 +2
Reduced Positions 63 42 +21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MTBA

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

152 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MTBA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MTBA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Watchman Group, Inc. 9.90% 902,254 $44.3M
2 Edge Wealth Management LLC 9.01% 1,090,758 $53.5M
3 Knightsbridge Asset Management, LLC 4.84% 683,201 $34.4M
4 Abbington Investment Group 3.80% 121,545 $6.0M
5 Hutchinson Capital Management/Ca 3.38% 401,942 $19.7M
6 True Wealth Design, LLC 2.57% 220,181 $10.8M
7 Compass Capital Corp /Ma/ /Adv 2.44% 154,330 $7.5M
8 Tortoise Investment Management, LLC 1.93% 527,409 $25.9M
9 Lifetime Wealth Management P.C. 1.66% 58,054 $2.8M
10 Pekin Hardy Strauss, Inc. 1.66% 383,511 $18.8M
11 Beckerman Institutional, LLC 1.53% 65,670 $3.2M
12 L2 Asset Management, LLC 1.50% 295,184 $14.5M
13 Seneca House Advisors 1.45% 83,504 $4.1M
14 Prevail Innovative Wealth Advisors, LLC 1.42% 194,583 $9.5M
15 Hilton Capital Management, LLC 1.33% 398,755 $19.6M
16 Aprio Wealth Management, LLC 1.18% 485,119 $23.8M
17 Andina Capital Management, LLC 0.95% 12,023 $590K
18 Evergreen Capital Management LLC 0.91% 1,054,709 $51.8M
19 CreativeOne Wealth, LLC 0.76% 714,426 $35.1M
20 First National Bank Sioux Falls 0.72% 52,518 $2.6M
21 Hegarty Advisors, LLC 0.70% 20,737 $1.0M
22 Longview Financial Advisors, Inc. 0.69% 24,150 $1.2M
23 Fort Sheridan Advisors LLC 0.67% 127,286 $6.2M
24 WealthPlan Investment Management, LLC 0.67% 273,112 $13.4M
25 Park Edge Advisors, LLC 0.66% 64,050 $3.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (MTBA)

What does the Smart Money Trend signal show for MTBA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MTBA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MTBA?

More sellers than buyers — 45% buying: Last quarter: 89 funds reduced or exited vs 72 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MTBA holders?

Strong quality — 26% AUM from major funds: 13 of 153 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MTBA?

Mixed — 25% long-term, 28% new: Of the 153 current holders: 39 (25%) held >2 years, 71 held 1–2 years, and 43 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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