Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (MTBA)

154 + 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
2Q ▲
Buyers last Q
61%

Smart Money Signals — MTBA

Based on 155 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
155 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 — +5% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

100 buying65 selling
Last quarter: 100 funds were net buyers (25 opened a brand new position + 75 added to an existing one). Only 65 were sellers (42 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 24 → 17 → 31 → 25. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 31% entered in last year

■ 21% conviction (2yr+) ■ 48% medium ■ 31% new
Only 32 funds (21%) 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.
📈

Growing discovery — still being found

29 → 24 → 17 → 31 → 25 new funds/Q
New funds entering each quarter: 24 → 17 → 31 → 25. A growing number of institutions are discovering MTBA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 10% veterans, 41% new entrants

■ 10% veterans ■ 49% 1-2yr ■ 41% new
Of 155 current holders: 15 (10%) held 2+ years, 76 held 1–2 years, 64 (41%) 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
12 of 155 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — MTBA

In 2026 Q1, 100 hedge funds were net buyers of MTBA (25 opened a new position, 75 added to an existing one), while 65 reduced or exited (42 trimmed, 23 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 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 new holders than closures). Total institutional holders: 155.

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.

Is It Too Late to Buy Simplify Exchange Traded Fun (MTBA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MTBA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
MTBA
-0.5%
SPY
+13.9%

MTBA outperformed SPY by -14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
MTBA
+1.0%
SPY
+0.2%

Since the filing became public, MTBA outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: MTBA
154 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 154 153 0.65%
13F Shares 22M 21M 4.11%
Total Value $1.07B $1.05B 1.19%
New Positions 24 31 -7
Increased Positions 75 72 +3
Closed Positions 23 14 +9
Reduced Positions 42 32 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MTBA

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Institutional Holders (2026 Q1)

154 + 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 Q1 · 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 Professional Financial Management, Inc. 6.93% 121,250 $6.1M
5 Knightsbridge Asset Management, LLC 5.55% 683,201 $34.4M
6 Abbington Investment Group 3.75% 130,490 $6.5M
7 Hutchinson Capital Management/Ca 3.45% 379,512 $18.8M
8 Hilton Capital Management, LLC 3.20% 855,402 $42.3M
9 True Wealth Design, LLC 3.15% 229,914 $11.4M
10 Compass Capital Corp /Ma/ /Adv 2.99% 168,906 $8.3M
11 Triad Investment Management 2.87% 155,447 $7.8M
12 L2 Asset Management, LLC 2.63% 559,008 $27.6M
13 Convergence Financial, LLC 2.43% 462,501 $22.9M
14 Seneca House Advisors 2.34% 118,837 $5.9M
15 Pekin Hardy Strauss, Inc. 2.12% 410,028 $20.3M
16 Tortoise Investment Management, LLC 2.10% 515,238 $25.5M
17 Andina Capital Management, LLC 2.00% 45,725 $2.3M
18 Beckerman Institutional, LLC 1.70% 64,870 $3.2M
19 Lifetime Wealth Management P.C. 1.69% 60,229 $3.0M
20 Prevail Innovative Wealth Advisors, LLC 1.63% 195,398 $9.7M
21 Aprio Wealth Management, LLC 1.25% 463,325 $22.9M
22 Evergreen Capital Management LLC 1.14% 1,061,848 $52.5M
23 Proficio Capital Partners LLC 1.01% 383,745 $19.0M
24 Hegarty Advisors, LLC 0.86% 22,007 $1.1M
25 WealthPlan Investment Management, LLC 0.79% 286,783 $14.2M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 61% buying: Last quarter: 100 funds were net buyers (25 opened a brand new position + 75 added to an existing one). Only 65 were sellers (42 trimmed + 23 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: 12 of 155 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 — 31% entered in last year: Only 32 funds (21%) 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.

Is it too late to buy Simplify Exchange Traded Fun (MTBA) following the 2026 Q1 hedge fund 13F filings?

As of today, MTBA has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), MTBA has gained -0.5% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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