MTBA — Simplify Exchange Traded Fun Institutional Holders · Q3 2026
Who owns Simplify Exchange Traded Fun (MTBA)? 9 institutions reported holding $6.18M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Private Client Services, LLC ($1.6M), Longview Financial Advisors, Inc. ($1.1M), Crumly & Associates Inc. ($956,756).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRIVATE CLIENT SERVICES, LLC | $1.6M | 33,887 | Added |
| 2 | Longview Financial Advisors, Inc. | $1.1M | 24,141 | Trimmed |
| 3 | Crumly & Associates Inc. | $956,756 | 20,461 | Trimmed |
| 4 | GK Wealth Management LLC | $732,882 | 15,674 | Trimmed |
| 5 | Breakwater Capital Group | $705,827 | 15,095 | Trimmed |
| 6 | Nautilus Advisors LLC | $426,292 | 9,117 | Trimmed |
| 7 | Atlas Brown,Inc. | $324,982 | 6,950 | Hold |
| 8 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $289,023 | 6,181 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $25,952 | 555 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30