SIMPLIFY MBS ETF (MTBA) Institutional Shareholders
SIMPLIFY MBS ETF (MTBA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $938.05M in MTBA holdings during the latest filing period.
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 $107.32M, representing an estimated loss of -2.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
144
Total Reported Value
$938.05M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$110.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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 | $107,317,808 | -$3,105,458 | -2.81% | |
| Mml Investors Services, Llc | 0.19% | 1,937,978 | $95,096,580 | $92,422,171 | -$2,674,409 | -2.81% | |
| Wells Fargo & Company/Mn | 0.01% | 1,629,192 | $79,944,463 | $77,696,166 | -$2,248,297 | -2.81% | |
| Edge Wealth Management Llc | 9.01% | 1,090,758 | $53,523,485 | $52,018,249 | -$1,505,236 | -2.81% | |
| Evergreen Capital Management Llc | 0.91% | 1,054,709 | $51,754,563 | $50,299,072 | -$1,455,491 | -2.81% | |
| Knightsbridge Asset Management, Llc | 6.11% | 947,880 | $46,512,453 | $45,204,397 | -$1,308,056 | -2.81% | |
| Watchman Group, Inc. | 9.90% | 902,254 | $44,273,604 | $43,028,493 | -$1,245,111 | -2.81% | |
| Creativeone Wealth, Llc | 0.76% | 714,426 | $35,056,888 | $34,070,976 | -$985,912 | -2.81% | |
| Lpl Financial Llc | 0.01% | 544,297 | $26,708,643 | $25,957,524 | -$751,119 | -2.81% | |
| Tortoise Investment Management, Llc | 1.93% | 527,409 | $25,879,957 | $25,152,135 | -$727,822 | -2.81% | |
| Aprio Wealth Management, Llc | 1.18% | 485,119 | $23,804,777 | $23,135,325 | -$669,452 | -2.81% | |
| Hutchinson Capital Management/Ca | 3.38% | 401,942 | $19,723,294 | $19,168,614 | -$554,680 | -2.81% | |
| Hilton Capital Management, Llc | 1.33% | 398,755 | $19,566,901 | $19,016,626 | -$550,275 | -2.81% | |
| Pekin Hardy Strauss, Inc. | 1.66% | 383,511 | $18,818,865 | $18,289,640 | -$529,225 | -2.81% | |
| Proficio Capital Partners Llc | 0.60% | 338,534 | $16,611,863 | $16,144,686 | -$467,177 | -2.81% | |
| L2 Asset Management, Llc | 1.50% | 295,184 | $14,484,663 | $14,077,325 | -$407,338 | -2.81% | |
| Wealthplan Investment Management, Llc | 0.67% | 273,112 | $13,401,603 | $13,024,711 | -$376,892 | -2.81% | |
| Royal Bank Of Canada | 0.00% | 248,445 | $12,191,000 | $11,848,342 | -$342,658 | -2.81% | |
| Bar Harbor Wealth Management | 0.63% | 240,301 | $11,791,570 | $11,459,955 | -$331,615 | -2.81% | |
| True Wealth Design, Llc | 2.57% | 220,181 | $10,804,282 | $10,500,432 | -$303,850 | -2.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 199,270 | $9,778,170 | $9,503,186 | -$274,984 | -2.81% | |
| Sanctuary Advisors, Llc | 0.04% | 194,820 | $9,559,822 | $9,290,966 | -$268,856 | -2.81% | |
| Prevail Innovative Wealth Advisors, Llc | 1.42% | 194,583 | $9,548,188 | $9,279,663 | -$268,525 | -2.81% | |
| Jpmorgan Chase & Co | 0.00% | 179,024 | $8,814,280 | $8,537,655 | -$276,625 | -3.14% | |
| Tidal Investments Llc | 0.02% | 173,768 | $8,526,796 | $8,286,996 | -$239,800 | -2.81% | |
| First American Trust, Fsb | 0.47% | 158,653 | $7,785,104 | $7,566,162 | -$218,942 | -2.81% | |
| Compass Capital Corp | 2.44% | 154,330 | $7,511,858 | $7,359,998 | -$151,860 | -2.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 152,032 | $7,438,153 | $7,250,406 | -$187,747 | -2.52% | |
| Ethos Financial Group, Llc | 0.44% | 135,544 | $6,651,155 | $6,464,093 | -$187,062 | -2.81% | |
| Fort Sheridan Advisors Llc | 0.67% | 127,286 | $6,245,916 | $6,070,269 | -$175,647 | -2.81% | |
| Abbington Investment Group | 3.80% | 121,545 | $5,964,178 | $5,796,481 | -$167,697 | -2.81% | |
| Nwam Llc | 0.29% | 116,616 | $5,722,350 | $5,561,417 | -$160,933 | -2.81% | |
| Janney Montgomery Scott Llc | 0.01% | 113,313 | $5,560,000 | $5,403,897 | -$156,103 | -2.81% | |
| Keel Point, Llc | 0.30% | 104,803 | $5,142,668 | $4,998,055 | -$144,613 | -2.81% | |
| Calamos Advisors Llc | 0.02% | 104,178 | $5,112,014 | $4,968,249 | -$143,765 | -2.81% | |
| Wedbush Securities Inc | 0.13% | 98,956 | $4,856,000 | $4,719,212 | -$136,788 | -2.82% | |
| Breakwater Capital Group | 0.56% | 95,391 | $4,680,836 | $4,549,197 | -$131,639 | -2.81% | |
| Seneca House Advisors | 1.45% | 83,504 | $4,097,541 | $3,982,306 | -$115,235 | -2.81% | |
| J.W. Cole Advisors, Inc. | 0.06% | 70,437 | $3,456,335 | $3,359,141 | -$97,194 | -2.81% | |
| Beckerman Institutional, Llc | 1.53% | 65,670 | $3,222,431 | $3,131,802 | -$90,629 | -2.81% | |
| Park Edge Advisors, Llc | 0.67% | 64,050 | $3,142,958 | $3,054,545 | -$88,414 | -2.81% | |
| Lifetime Wealth Management P.C. | 1.66% | 58,054 | $2,848,711 | $2,768,595 | -$80,116 | -2.81% | |
| Kestra Private Wealth Services, Llc | 0.03% | 55,687 | $2,732,547 | $2,655,713 | -$76,834 | -2.81% | |
| Western Wealth Management, Llc | 0.09% | 55,108 | $2,704,173 | $2,628,101 | -$76,072 | -2.81% | |
| First National Bank Sioux Falls | 0.72% | 52,518 | $2,617,497 | $2,504,583 | -$112,914 | -4.31% | |
| Anchor Investment Management, Llc | 0.19% | 52,255 | $2,564,174 | $2,492,041 | -$72,133 | -2.81% | |
| First Manhattan Co. Llc. | 0.01% | 50,000 | $2,453,500 | $2,384,500 | -$69,000 | -2.81% | |
| Truist Financial Corp | 0.00% | 40,291 | $1,977,083 | $1,921,478 | -$55,605 | -2.81% | |
| Arkadios Wealth Advisors | 0.03% | 38,672 | $1,897,635 | $1,844,268 | -$53,367 | -2.81% | |
| Private Client Services, Llc | 0.42% | 32,997 | $1,619,163 | $1,573,627 | -$45,536 | -2.81% |
Frequently asked questions about MTBA
Who owns the most MTBA stock?
The largest holders of MTBA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY MBS ETF (MTBA).
Is MTBA widely held by superinvestors?
Many widely followed stocks like MTBA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MTBA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.