MTBA · Insider trading · 13F holders · Congress trades
Simplify Exchange Traded Fun (MTBA)
Who is buying and selling MTBA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
MTBA at a glance
- No open-market insider purchases or sales of MTBA were filed in the last 90 days.
- 27 13F filers hold MTBA among their 50 largest positions, worth $269.8M combined. The biggest bets by portfolio weight are Knightsbridge Asset Management, LLC (4.8%), Abbington Investment Group (3.8%) and Hutchinson Capital Management/ca (3.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in MTBA.
MTBA insider trading
No open-market insider purchases or sales of MTBA were filed in the last 90 days.
Who owns MTBA? Hedge funds and superinvestors
27 13F filers hold MTBA among their 50 largest positions, worth $269.8M combined. The biggest bets by portfolio weight are Knightsbridge Asset Management, LLC (4.8%), Abbington Investment Group (3.8%) and Hutchinson Capital Management/ca (3.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLCWealth manager | 0.8% | $35.1M | 714,426 | +10.0% shares | Q2 2026 |
| Knightsbridge Asset Management, LLCWealth manager | 4.8% | $34.4M | 683,201 | -16.6% shares | Q2 2026 |
| Tortoise Investment Management, LLCWealth manager | 1.9% | $25.9M | 527,409 | +2.4% shares | Q2 2026 |
| Hutchinson Capital Management/caHedge fund | 3.4% | $19.7M | 401,942 | +5.9% shares | Q2 2026 |
| Hilton Capital Management, LLCAsset manager | 1.3% | $19.6M | 398,755 | -53.4% shares | Q2 2026 |
| Pekin Hardy Strauss, Inc.Wealth manager | 1.7% | $18.8M | 383,511 | -6.5% shares | Q2 2026 |
| Proficio Capital Partners LLCWealth manager | 0.6% | $16.6M | 338,534 | -11.8% shares | Q2 2026 |
| L2 Asset Management, LLCAsset manager | 1.5% | $14.5M | 295,184 | -47.2% shares | Q2 2026 |
| WealthPlan Investment Management, LLCWealth manager | 0.7% | $14.0M | 299,214 | +9.6% shares | Q3 2026 |
| Bar Harbor Wealth ManagementWealth manager | 0.6% | $11.6M | 247,584 | +3.0% shares | Q3 2026 |
| Prevail Innovative Wealth Advisors, LLCWealth manager | 1.1% | $8.8M | 187,798 | -3.5% shares | Q3 2026 |
| True Wealth Design, LLCWealth manager | 2.0% | $8.7M | 186,107 | -15.5% shares | Q3 2026 |
| Compass Capital Corp /ma/ /advAsset manager | 2.4% | $7.5M | 154,330 | -8.6% shares | Q2 2026 |
| Fort Sheridan Advisors LLCWealth manager | 0.7% | $6.2M | 127,286 | +6.4% shares | Q2 2026 |
| Abbington Investment GroupWealth manager | 3.8% | $6.0M | 121,545 | -6.9% shares | Q2 2026 |
| Seneca House AdvisorsInvestment manager | 1.4% | $4.1M | 83,504 | -29.7% shares | Q2 2026 |
| Beckerman Institutional, LLCWealth manager | 1.5% | $3.2M | 65,670 | +1.2% shares | Q2 2026 |
| Park Edge Advisors, LLCWealth manager | 0.7% | $3.1M | 66,280 | +3.5% shares | Q3 2026 |
| First National Bank Sioux FallsBank & trust | 0.8% | $2.8M | 59,154 | +12.6% shares | Q3 2026 |
| Lifetime Wealth Management P.C.Wealth manager | 1.5% | $2.5M | 52,880 | -8.9% shares | Q3 2026 |
| Mosley Wealth ManagementWealth manager | 0.5% | $1.8M | 38,081 | — | Q3 2026 |
| Longview Financial Advisors, Inc.Wealth manager | 0.6% | $1.1M | 24,141 | -0.0% shares | Q3 2026 |
| Legacy Wealth Advisors, LLCWealth manager | 0.4% | $941K | 19,170 | +0.0% shares | Q2 2026 |
| Hegarty Advisors, LLCWealth manager | 0.6% | $929K | 19,863 | -4.2% shares | Q3 2026 |
| GK Wealth Management LLCWealth manager | 0.4% | $733K | 15,674 | -36.4% shares | Q3 2026 |
| Sharp Wealth Advisory, LLCWealth manager | 0.3% | $710K | 14,465 | — | Q2 2026 |
| Andina Capital Management, LLCWealth manager | 0.8% | $565K | 12,087 | +0.5% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 15). Screen MTBA in the grand portfolio →
MTBA stock trades by members of Congress
No member of Congress has disclosed a trade in MTBA.
MTBA questions and answers
Are insiders buying MTBA stock?
No open-market insider purchases or sales of MTBA were filed in the last 90 days.
Which hedge funds own MTBA?
27 13F filers hold MTBA among their 50 largest positions, worth $269.8M combined. The biggest bets by portfolio weight are Knightsbridge Asset Management, LLC (4.8%), Abbington Investment Group (3.8%) and Hutchinson Capital Management/ca (3.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded MTBA?
No member of Congress has disclosed a trade in MTBA.
Who is the largest holder of MTBA?
Among 13F filers, CreativeOne Wealth, LLC reports the largest MTBA position, $35.1M (714,426 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Knightsbridge Asset Management, LLC's: 4.8% of its portfolio.
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Free to use with a link back. The data updates every filing day.