Simplify MBS ETF (MTBA)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders154of 5,944

Avg: 68

Uncrowded90th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.52x

77th percentile

100 buying66 selling

+22

New

-23

Closed

+223K

Net shares

Ownership Concentration

Top 5: 36.5%Top 10: 53.9%

ENVESTNET ASSET MANAGEMENT11.4%

WELLS FARGO & COMPANY/MN7.7%

MML INVESTORS SERVICES,7.5%

Edge Wealth Management4.9%

EVERGREEN CAPITAL MANAGEMENT4.9%

Others (149)63.5%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-12

$11,016

MTBA · +10%

$16,185

S&P 500 · +62%

−$5,169

behind the index

Total return (5Y)

+10%

S&P 500

+62%

vs. market

-52%

underperformed

Annualized

3.9%

mkt 21.2%

Volatility

3%

annualized

Beta

0.01

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

MTBAS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

MTBA (solid)S&P 500 (outline)Green = positive year, red = negative. Number = MTBA's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+8%

2025

Worst year

+0%

2026

Worst drawdown

-2%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -2%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Conviction-Weighted Ownership

Median weight: 0.94%Avg weight: 3.04%Max: 10.51%High conviction (>1%): 5