SIMPLIFY MBS ETF (MTBA) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.11B 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 $122.37M in its March 31, 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 $121.60M, representing an estimated loss of -0.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed MTBA value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Wells Fargo & Company/Mn, Mml Investors Services, Llc, 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
153
Total Reported Value
$1.11B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$122.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
176
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% | 2,474,122 | $122,370,062 | $121,603,096 | -$766,966 | -0.63% | |
| Wells Fargo & Company/Mn | 0.02% | 1,673,183 | $82,755,635 | $82,236,944 | -$518,691 | -0.63% | |
| Mml Investors Services, Llc | 0.22% | 1,631,854 | $80,711,502 | $80,205,624 | -$505,878 | -0.63% | |
| Knightsbridge Asset Management, Llc | 5.50% | 1,502,352 | $74,955,366 | $73,840,601 | -$1,114,765 | -1.49% | |
| Edge Wealth Management Llc | 9.06% | 1,071,359 | $52,989,431 | $52,657,295 | -$332,136 | -0.63% | |
| Evergreen Capital Management Llc | 1.14% | 1,061,848 | $52,519,004 | $52,189,829 | -$329,175 | -0.63% | |
| Watchman Group, Inc. | 10.51% | 877,875 | $43,419,698 | $43,147,556 | -$272,142 | -0.63% | |
| Hilton Capital Management, Llc | 3.20% | 855,402 | $42,308,233 | $42,043,008 | -$265,225 | -0.63% | |
| Creativeone Wealth, Llc | 0.75% | 649,295 | $32,114,094 | $31,912,849 | -$201,245 | -0.63% | |
| Lpl Financial Llc | 0.01% | 582,643 | $28,817,530 | $28,636,903 | -$180,627 | -0.63% | |
| L2 Asset Management, Llc | 2.63% | 559,008 | $27,648,556 | $27,475,243 | -$173,313 | -0.63% | |
| Tortoise Investment Management, Llc | 2.10% | 515,238 | $25,483,692 | $25,323,948 | -$159,744 | -0.63% | |
| Aprio Wealth Management, Llc | 1.25% | 463,325 | $22,916,056 | $22,772,424 | -$143,632 | -0.63% | |
| Convergence Financial, Llc | 3.14% | 462,501 | $22,875,321 | $22,731,924 | -$143,397 | -0.63% | |
| Pekin Hardy Strauss, Inc. | 2.12% | 410,028 | $20,279,985 | $20,152,876 | -$127,109 | -0.63% | |
| Proficio Capital Partners Llc | 1.01% | 383,745 | $18,980,028 | $18,861,067 | -$118,961 | -0.63% | |
| Hutchinson Capital Management/Ca | 3.45% | 379,512 | $18,770,664 | $18,653,015 | -$117,649 | -0.63% | |
| Peak Financial Advisors Llc | 7.51% | 343,050 | $16,967,246 | $16,860,908 | -$106,339 | -0.63% | |
| Horizon Investments, Llc | 0.17% | 301,338 | $14,831,856 | $14,810,763 | -$21,093 | -0.14% | |
| Royal Bank Of Canada | 0.00% | 291,789 | $14,432,000 | $14,341,429 | -$90,571 | -0.63% | |
| Wealthplan Investment Management, Llc | 0.79% | 286,783 | $14,184,268 | $14,095,384 | -$88,884 | -0.63% | |
| Bank Of New York Mellon Corp | 0.00% | 261,015 | $12,909,816 | $12,828,887 | -$80,929 | -0.63% | |
| Professional Financial Management, Inc. | 6.78% | 250,295 | $12,494,779 | $12,301,999 | -$192,780 | -1.54% | |
| Bar Harbor Wealth Management | 0.71% | 245,329 | $12,133,972 | $12,057,920 | -$76,052 | -0.63% | |
| True Wealth Design, Llc | 3.15% | 229,914 | $11,371,547 | $11,300,273 | -$71,274 | -0.63% | |
| Commonwealth Equity Services, Llc | 0.02% | 227,652 | $11,259,690 | $11,189,096 | -$70,594 | -0.63% | |
| Ethos Financial Group, Llc | 0.76% | 211,889 | $10,450,389 | $10,414,344 | -$36,045 | -0.34% | |
| Prevail Innovative Wealth Advisors, Llc | 1.63% | 195,398 | $9,664,385 | $9,603,812 | -$60,573 | -0.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 175,942 | $8,719,692 | $8,647,549 | -$72,143 | -0.83% | |
| Compass Capital Corp | 2.99% | 168,906 | $8,345,629 | $8,301,730 | -$43,899 | -0.53% | |
| Sanctuary Advisors, Llc | 0.04% | 159,902 | $7,908,746 | $7,859,183 | -$49,563 | -0.63% | |
| Triad Investment Management | 2.87% | 155,447 | $7,796,689 | $7,640,220 | -$156,469 | -2.01% | |
| Bank Of Montreal | 0.00% | 155,241 | $7,678,220 | $7,630,095 | -$48,125 | -0.63% | |
| First American Trust, Fsb | 0.47% | 141,679 | $7,007,447 | $6,963,523 | -$43,924 | -0.63% | |
| Nwam Llc | 0.39% | 135,658 | $6,709,640 | $6,667,591 | -$42,049 | -0.63% | |
| Abbington Investment Group | 3.75% | 130,490 | $6,454,002 | $6,413,584 | -$40,419 | -0.63% | |
| Fort Sheridan Advisors Llc | 0.72% | 119,661 | $5,918,409 | $5,881,338 | -$37,071 | -0.63% | |
| Calamos Advisors Llc | 0.02% | 119,060 | $5,888,708 | $5,851,799 | -$36,909 | -0.63% | |
| Seneca House Advisors | 2.34% | 118,837 | $5,877,678 | $5,840,839 | -$36,839 | -0.63% | |
| Tidal Investments Llc | 0.02% | 112,748 | $5,576,516 | $5,541,564 | -$34,952 | -0.63% | |
| Breakwater Capital Group | 0.75% | 112,595 | $5,568,949 | $5,534,044 | -$34,905 | -0.63% | |
| Independent Advisor Alliance | 0.06% | 107,350 | $5,309,537 | $5,276,253 | -$33,285 | -0.63% | |
| Private Advisor Group, Llc | 0.02% | 106,068 | $5,246,149 | $5,213,242 | -$32,907 | -0.63% | |
| Truist Financial Corp | 0.01% | 86,005 | $4,253,799 | $4,227,146 | -$26,653 | -0.63% | |
| Citadel Advisors Llc | 0.00% | 83,593 | $4,134,510 | $4,108,596 | -$25,914 | -0.63% | |
| Beckerman Institutional, Llc | 1.70% | 64,870 | $3,208,471 | $3,188,361 | -$20,111 | -0.63% | |
| J.W. Cole Advisors, Inc. | 0.10% | 62,764 | $3,104,322 | $3,084,851 | -$19,471 | -0.63% | |
| Narwhal Capital Management | 0.23% | 62,064 | $3,069,680 | $3,050,446 | -$19,234 | -0.63% | |
| Heck Capital Advisors, Llc | 0.23% | 61,389 | $3,036,321 | $3,017,269 | -$19,052 | -0.63% | |
| Park Edge Advisors, Llc | 0.70% | 61,371 | $3,035,406 | $3,016,385 | -$19,021 | -0.63% |
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.