MTBA Institutional Ownership & Shareholders
SIMPLIFY MBS ETF (MTBA) is currently held by 140 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $754.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of MTBA tracked by InsiderSet, reporting ownership valued at approximately $110.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $107.07M, representing an estimated loss of -3.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed MTBA value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Mml Investors Services, Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in SIMPLIFY MBS ETF (MTBA).
This page ranks the largest institutional MTBA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
140
Total Reported Value
$754.43M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$110.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.03% | 2,250,321 | $110,423,266 | $107,070,273 | -$3,352,993 | -3.04% | |
| Mml Investors Services, Llc | 0.19% | 1,937,978 | $95,096,580 | $92,208,993 | -$2,887,587 | -3.04% | |
| Wells Fargo & Company/Mn | 0.01% | 1,629,192 | $79,944,463 | $77,516,955 | -$2,427,508 | -3.04% | |
| Knightsbridge Asset Management, Llc | 6.11% | 947,880 | $46,512,453 | $45,100,130 | -$1,412,323 | -3.04% | |
| Creativeone Wealth, Llc | 0.76% | 714,426 | $35,056,888 | $33,992,389 | -$1,064,499 | -3.04% | |
| Lpl Financial Llc | 0.01% | 544,297 | $26,708,643 | $25,897,651 | -$810,992 | -3.04% | |
| Tortoise Investment Management, Llc | 1.93% | 527,409 | $25,879,957 | $25,094,120 | -$785,837 | -3.04% | |
| Hutchinson Capital Management/Ca | 3.38% | 401,942 | $19,723,294 | $19,124,400 | -$598,894 | -3.04% | |
| Hilton Capital Management, Llc | 1.33% | 398,755 | $19,566,901 | $18,972,763 | -$594,138 | -3.04% | |
| Pekin Hardy Strauss, Inc. | 1.57% | 380,953 | $17,813,366 | $18,125,744 | +$312,378 | +1.75% | |
| Proficio Capital Partners Llc | 0.60% | 338,534 | $16,611,863 | $16,107,448 | -$504,415 | -3.04% | |
| L2 Asset Management, Llc | 1.50% | 295,184 | $14,484,663 | $14,044,855 | -$439,808 | -3.04% | |
| Wealthplan Investment Management, Llc | 0.68% | 299,214 | $13,991,259 | $14,236,602 | +$245,343 | +1.75% | |
| Royal Bank Of Canada | 0.00% | 248,445 | $12,191,000 | $11,821,013 | -$369,987 | -3.03% | |
| Bar Harbor Wealth Management | 0.64% | 247,584 | $11,577,028 | $11,780,047 | +$203,019 | +1.75% | |
| Sky Investment Group Llc | 1.09% | 216,890 | $10,141,776 | $10,319,626 | +$177,850 | +1.75% | |
| Aprio Wealth Management, Llc | 0.45% | 209,690 | $9,805,104 | $9,977,050 | +$171,946 | +1.75% | |
| Sanctuary Advisors, Llc | 0.04% | 194,820 | $9,559,822 | $9,269,536 | -$290,286 | -3.04% | |
| Jpmorgan Chase & Co | 0.00% | 179,024 | $8,814,280 | $8,517,962 | -$296,318 | -3.36% | |
| Prevail Innovative Wealth Advisors, Llc | 1.13% | 187,798 | $8,788,946 | $8,935,429 | +$146,483 | +1.67% | |
| True Wealth Design, Llc | 2.04% | 186,107 | $8,702,364 | $8,854,971 | +$152,607 | +1.75% | |
| Tidal Investments Llc | 0.02% | 173,768 | $8,526,796 | $8,267,881 | -$258,915 | -3.04% | |
| First American Trust, Fsb | 0.47% | 158,653 | $7,785,104 | $7,548,710 | -$236,394 | -3.04% | |
| Compass Capital Corp | 2.44% | 154,330 | $7,511,858 | $7,343,021 | -$168,837 | -2.25% | |
| Ethos Financial Group, Llc | 0.44% | 135,544 | $6,651,155 | $6,449,184 | -$201,971 | -3.04% | |
| Fort Sheridan Advisors Llc | 0.67% | 127,286 | $6,245,916 | $6,056,268 | -$189,648 | -3.04% | |
| Nwam Llc | 0.29% | 116,616 | $5,722,350 | $5,548,589 | -$173,761 | -3.04% | |
| Janney Montgomery Scott Llc | 0.01% | 113,313 | $5,560,000 | $5,391,433 | -$168,567 | -3.03% | |
| Keel Point, Llc | 0.30% | 104,803 | $5,142,668 | $4,986,527 | -$156,141 | -3.04% | |
| Calamos Advisors Llc | 0.02% | 104,178 | $4,871,363 | $4,956,789 | +$85,426 | +1.75% | |
| Seneca House Advisors | 1.45% | 83,504 | $4,097,541 | $3,973,120 | -$124,421 | -3.04% | |
| J.W. Cole Advisors, Inc. | 0.06% | 70,437 | $3,456,335 | $3,351,392 | -$104,943 | -3.04% | |
| Beckerman Institutional, Llc | 1.53% | 65,670 | $3,222,431 | $3,124,579 | -$97,852 | -3.04% | |
| Park Edge Advisors, Llc | 0.66% | 66,280 | $3,099,257 | $3,153,602 | +$54,345 | +1.75% | |
| First National Bank Sioux Falls | 0.84% | 59,154 | $2,766,041 | $2,814,547 | +$48,506 | +1.75% | |
| Western Wealth Management, Llc | 0.09% | 55,108 | $2,704,173 | $2,622,039 | -$82,134 | -3.04% | |
| Kestra Private Wealth Services, Llc | 0.03% | 56,183 | $2,627,139 | $2,673,187 | +$46,048 | +1.75% | |
| Anchor Investment Management, Llc | 0.19% | 52,255 | $2,564,174 | $2,486,293 | -$77,881 | -3.04% | |
| Lifetime Wealth Management P.C. | 1.49% | 52,880 | $2,472,667 | $2,516,030 | +$43,363 | +1.75% | |
| First Manhattan Co. Llc. | 0.01% | 50,000 | $2,453,500 | $2,379,000 | -$74,500 | -3.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,185 | $2,253,110 | $2,292,642 | +$39,532 | +1.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 47,621 | $2,237,238 | $2,265,807 | +$28,569 | +1.28% | |
| Arkadios Wealth Advisors | 0.03% | 38,672 | $1,897,635 | $1,840,014 | -$57,621 | -3.04% | |
| Mosley Wealth Management | 0.52% | 38,081 | $1,802,761 | $1,811,894 | +$9,133 | +0.51% | |
| Private Client Services, Llc | 0.43% | 33,887 | $1,584,556 | $1,612,343 | +$27,787 | +1.75% | |
| Citizens National Bank Trust Department | 0.23% | 31,541 | $1,547,717 | $1,500,721 | -$46,996 | -3.04% | |
| Advisory Services Network, Llc | 0.02% | 31,407 | $1,541,141 | $1,494,345 | -$46,796 | -3.04% | |
| Goldman Sachs Group Inc | 0.00% | 30,781 | $1,510,424 | $1,464,560 | -$45,864 | -3.04% | |
| Ameritas Advisory Services, Llc | 0.03% | 28,446 | $1,395,822 | $1,353,461 | -$42,361 | -3.03% | |
| Smith, Moore & Co. | 0.09% | 28,423 | $1,394,728 | $1,352,366 | -$42,362 | -3.04% |
Frequently asked questions about MTBA
Who are the largest institutional holders of MTBA?
The largest institutional holders of MTBA reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Mml Investors Services, Llc, Wells Fargo & Company/Mn, Knightsbridge Asset Management, Llc, and Creativeone Wealth, Llc. InsiderSet ranks institutional holders by their latest reported MTBA position.
What is MTBA institutional ownership?
This page tracks MTBA positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY MBS ETF (MTBA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MTBA?
InsiderSet currently tracks 140 institutional managers reporting MTBA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MTBA shareholders.
How much MTBA stock do institutions own?
Institutional investment managers disclosed approximately $754.43M in MTBA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MTBA institutional ownership last updated?
The latest MTBA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MTBA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MTBA position after the reporting date.
Are institutions buying or selling MTBA?
Institutional buying and selling can be analyzed by comparing MTBA positions across consecutive 13F reporting periods. InsiderSet's MTBA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MTBA ownership changes.
How has MTBA institutional ownership changed over time?
InsiderSet tracks MTBA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.