SIMPLIFY MBS ETF (MTBA) Institutional Ownership and Insiders Activity
SIMPLIFY MBS ETF (MTBA) is widely held by institutional investors, with 145 firms reporting positions valued at approximately $939.13M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is the largest disclosed holder, reporting approximately $110.42M in MTBA holdings in its latest filing.
Institutional Holders
145
Total Reported Value
$939.13M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$110.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
29
Top Institutional Owners
View allInvestorReported Balance
- Envestnet Asset Management Inc$110.42M
- Mml Investors Services, Llc$95.10M
- Wells Fargo & Company/Mn$79.94M
- Edge Wealth Management Llc$53.52M
- Evergreen Capital Management Llc$51.75M
MTBA News
All news- Hutchinson Capital Management/Ca Portfolio Changes Q2 2026: Significant ETF Buys, Major Tech & Energy Sales
Aug 12, 2026 · valut.ai
- Watchman Group Portfolio Shifts: Key Purchases & Sales in Q1 2026
Jul 28, 2026 · valut.ai
- Edge Wealth Management Llc Portfolio Shifts in Q2 2026: Focus on ETFs and Selective Sales
Jul 11, 2026 · valut.ai