Who owns Simplify MBS ETF?
Institutional ownership of MTBA from SEC Form 13F filings across 92 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.
92
13F holders
$527.6M
value, 2026 filers
34.4%
of shares outstanding (11.0M sh)
19
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 | EVERGREEN CAPITAL MANAGEMENT LLC | 1.1M | $51.8M | 0.9% | 3.3% | -0.7% |
| 5 | LPL Financial LLC | 544,297 | $26.7M | 0.0% | 1.7% | -6.6% |
| 6 | Pekin Hardy Strauss, Inc. | 383,511 | $18.8M | 1.7% | 1.2% | -6.5% |
| 7 | WealthPlan Investment Management, LLC | 273,112 | $13.4M | 0.7% | 0.9% | -4.8% |
| 8 | ROYAL BANK OF CANADA | 248,445 | $12.2M | 0.0% | 0.8% | -14.9% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 199,270 | $9.8M | 0.0% | 0.6% | -12.5% |
| 10 | Sanctuary Advisors, LLC | 194,820 | $9.6M | 0.0% | 0.6% | +21.8% |
| 11 | JPMORGAN CHASE & CO | 179,024 | $8.8M | 0.0% | 0.6% | +22.8% |
| 12 | Tidal Investments LLC | 173,768 | $8.5M | 0.0% | 0.5% | +54.1% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 152,032 | $7.4M | 0.0% | 0.5% | -13.6% |
| 14 | Ethos Financial Group, LLC | 135,544 | $6.7M | 0.4% | 0.4% | -36.0% |
| 15 | Fort Sheridan Advisors LLC | 127,286 | $6.2M | 0.7% | 0.4% | +6.4% |
| 16 | NWAM LLC | 116,616 | $5.7M | 0.3% | 0.4% | -14.0% |
| 17 | Janney Montgomery Scott LLC | 113,313 | $5,560 | 0.0% | 0.4% | -39.7% |
| 18 | Keel Point, LLCNEW | 104,803 | $5.1M | 0.3% | 0.3% | new |
| 19 | WEDBUSH SECURITIES INC | 98,956 | $4,856 | 0.1% | 0.3% | +37.2% |
| 20 | J.W. COLE ADVISORS, INC. | 70,437 | $3.5M | 0.1% | 0.2% | +12.2% |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | 55,687 | $2.7M | 0.0% | 0.2% | +13.8% |
| 22 | Western Wealth Management, LLC | 55,108 | $2.7M | 0.1% | 0.2% | +6.1% |
| 23 | FIRST MANHATTAN CO. LLC. | 50,000 | $2.5M | 0.0% | 0.2% | 0.0% |
| 24 | TRUIST FINANCIAL CORP | 40,291 | $2.0M | 0.0% | 0.1% | -53.2% |
| 25 | Arkadios Wealth AdvisorsNEW | 38,672 | $1.9M | 0.0% | 0.1% | new |
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.