Who owns Simplify MBS ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MTBA from SEC Form 13F filings across 151 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 151 institutions disclosed 18.9M shares of Simplify MBS ETF worth $930.8M — about 59.3% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
151
13F holders
$930.8M
value, 2026 filers
59.3%
of shares outstanding (18.9M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MTBA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2.3M | $110.4M | 0.0% | 7% | -9.0% |
| 2 | MML INVESTORS SERVICES, LLC | 1.9M | $95.1M | 0.2% | 6.1% | +18.8% |
| 3 | WELLS FARGO & COMPANY/MN | 1.6M | $79.9M | 0.0% | 5.1% | -2.6% |
| 4 | Edge Wealth Management LLC | 1.1M | $53.5M | 9.0% | 3.4% | +1.8% |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | 1.1M | $51.8M | 0.9% | 3.3% | -0.7% |
| 6 | Watchman Group, Inc. | 902,254 | $44.3M | 9.9% | 2.8% | +2.8% |
| 7 | CreativeOne Wealth, LLC | 714,426 | $35.1M | 0.8% | 2.2% | +10.0% |
| 8 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 683,201 | $34.4M | 4.8% | 2.1% | -16.6% |
| 9 | LPL Financial LLC | 544,297 | $26.7M | 0.0% | 1.7% | -6.6% |
| 10 | Tortoise Investment Management, LLC | 527,409 | $25.9M | 1.9% | 1.7% | +2.4% |
| 11 | Aprio Wealth Management, LLC | 485,119 | $23.8M | 1.2% | 1.5% | +4.7% |
| 12 | HUTCHINSON CAPITAL MANAGEMENT/CA | 401,942 | $19.7M | 3.4% | 1.3% | +5.9% |
| 13 | Hilton Capital Management, LLC | 398,755 | $19.6M | 1.3% | 1.2% | -53.4% |
| 14 | Pekin Hardy Strauss, Inc. | 383,511 | $18.8M | 1.7% | 1.2% | -6.5% |
| 15 | Proficio Capital Partners LLC | 338,534 | $16.6M | 0.6% | 1.1% | -11.8% |
| 16 | L2 Asset Management, LLC | 295,184 | $14.5M | 1.5% | 0.9% | -47.2% |
| 17 | WealthPlan Investment Management, LLC | 273,112 | $13.4M | 0.7% | 0.9% | -4.8% |
| 18 | ROYAL BANK OF CANADA | 248,445 | $12.2M | 0.0% | 0.8% | -14.9% |
| 19 | BAR HARBOR WEALTH MANAGEMENT | 240,301 | $11.8M | 0.6% | 0.8% | -2.0% |
| 20 | True Wealth Design, LLC | 220,181 | $10.8M | 2.6% | 0.7% | -4.2% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 199,270 | $9.8M | 0.0% | 0.6% | -12.5% |
| 22 | Sanctuary Advisors, LLC | 194,820 | $9.6M | 0.0% | 0.6% | +21.8% |
| 23 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 194,583 | $9.5M | 1.4% | 0.6% | -0.4% |
| 24 | JPMORGAN CHASE & CO | 179,024 | $8.8M | 0.0% | 0.6% | +22.8% |
| 25 | Tidal Investments LLC | 173,768 | $8.5M | 0.0% | 0.5% | +54.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.