Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (MTBA)

147 + 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
↑ +16
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — MTBA

Based on 147 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MTBA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
147 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 — +9% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

97 buying45 selling
Last quarter: 97 funds were net buyers (29 opened a brand new position + 68 added to an existing one). Only 45 were sellers (32 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new MTBA position: 27 → 24 → 16 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 29% entered in last year

■ 12% conviction (2yr+) ■ 59% medium ■ 29% new
Only 17 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~29 new funds/quarter

36 → 27 → 24 → 16 → 29 new funds/Q
New funds entering each quarter: 27 → 24 → 16 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 1% veterans, 46% new entrants

■ 1% veterans ■ 52% 1-2yr ■ 46% new
Of 147 current holders: 2 (1%) held 2+ years, 77 held 1–2 years, 68 (46%) 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
11 of 147 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 3 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: MTBA
2026 Q1 Stats Unlock in 20 days 147 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 147 131 12.21%
13F Shares 21M 19M 8.55%
Total Value $1.04B $961M 8.38%
New Positions 29 16 +13
Increased Positions 68 70 -2
Closed Positions 13 23 -10
Reduced Positions 32 29 +3
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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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

147 + investors

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

Top 25 institutional holders of MTBA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Watchman Group, Inc. 10.51% 877,875 $43.4M
2 Edge Wealth Management LLC 9.06% 1,071,359 $53.0M
3 PEAK FINANCIAL ADVISORS LLC 7.51% 343,050 $17.0M
4 ABBINGTON INVESTMENT GROUP 3.75% 130,490 $6.5M
5 True Wealth Design, LLC 3.15% 229,914 $11.4M
6 Triad Investment Management 2.87% 155,447 $7.8M
7 Andina Capital Management, LLC 2.00% 45,725 $2.3M
8 WealthPlan Investment Management, LLC 0.79% 286,783 $14.2M
9 PRIVATE CLIENT SERVICES, LLC 0.75% 50,856 $2.5M
10 Breakwater Capital Group 0.75% 112,595 $5.6M
11 Longview Financial Advisors, Inc. 0.74% 24,323 $1.2M
12 FIRST NATIONAL BANK SIOUX FALLS 0.72% 52,518 $2.6M
13 BAR HARBOR WEALTH MANAGEMENT 0.71% 245,329 $12.1M
14 Park Edge Advisors, LLC 0.70% 61,371 $3.0M
15 Crumly & Associates Inc. 0.62% 60,108 $3.0M
16 Nautilus Advisors LLC 0.44% 12,846 $635K
17 Encompass More Asset Management 0.39% 46,489 $2.3M
18 Patten Group, Inc. 0.34% 39,077 $1.9M
19 STEINBERGANNA WEALTH MANAGEMENT 0.30% 12,659 $626K
20 BAM Wealth Management, LLC 0.25% 6,839 $338K
21 BOS Asset Management, LLC 0.25% 19,788 $979K
22 Narwhal Capital Management 0.23% 62,064 $3.1M
23 Heck Capital Advisors, LLC 0.23% 61,389 $3.0M
24 Sharp Wealth Advisory, LLC 0.22% 8,990 $445K
25 Magnolia Private Wealth, LLC 0.21% 6,402 $317K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MTBA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MTBA?

More buyers than sellers — 68% buying: Last quarter: 97 funds were net buyers (29 opened a brand new position + 68 added to an existing one). Only 45 were sellers (32 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MTBA holders?

Strong quality — 26% AUM from major funds: 11 of 147 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?

Mostly new holders — 29% entered in last year: Only 17 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.