Stock Ownership/MTBA

SIMPLIFY EXCHANGE TRADED FUN (MTBA): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in MTBA. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
3
13F filers
Aggregate Value
$2.7M
Across holders
Last Price
$48.31
2026-09-04
Sector
—
GICS
Quarterly fund activity0 increased2 reduced0 exited
Institutional Holders of MTBA
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund23K$1.2M42.5%0.0%Reduced$-228KQ2 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund22K$1.1M39.8%0.0%Unchanged+$0Q2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund10K$480K17.7%0.0%Reduced$-3.6MQ2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$1.2M· 42.5% of total· 0.0% port· 23K sh· $-228K QoQ· Q2 2026
Ancora Advisors, LLCUnchanged
Hedge Fund
$1.1M· 39.8% of total· 0.0% port· 22K sh· +$0 QoQ· Q2 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$480K· 17.7% of total· 0.0% port· 10K sh· $-3.6M QoQ· Q2 2026
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