MTBA institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding151
Shares held19,843,589
Reported value$974.7m
Quarter flows20 new, 50 added, 65 trimmed, 26 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC2,250,321$110.4m0.0%
MML INVESTORS SERVICES, LLC1,937,978$95.1m0.2%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,631,081$81.0m5.5%
WELLS FARGO & COMPANY/MN1,629,192$79.9m0.0%
Edge Wealth Management LLC1,090,758$53.5m9.0%
EVERGREEN CAPITAL MANAGEMENT LLC1,054,709$51.8m0.9%
Watchman Group, Inc.902,254$44.3m9.9%
CreativeOne Wealth, LLC714,426$35.1m0.8%
LPL Financial LLC544,297$26.7m0.0%
Tortoise Investment Management, LLC527,409$25.9m1.9%
Aprio Wealth Management, LLC485,119$23.8m1.2%
HUTCHINSON CAPITAL MANAGEMENT/CA401,942$19.7m3.4%
Hilton Capital Management, LLC398,755$19.6m1.3%
Pekin Hardy Strauss, Inc.383,511$18.8m1.7%
Proficio Capital Partners LLC338,534$16.6m0.6%
L2 Asset Management, LLC295,184$14.5m1.5%
WealthPlan Investment Management, LLC273,112$13.4m0.7%
ROYAL BANK OF CANADA248,445$12.2m0.0%
BAR HARBOR WEALTH MANAGEMENT240,301$11.8m0.6%
True Wealth Design, LLC220,181$10.8m2.6%
COMMONWEALTH EQUITY SERVICES, LLC199,270$9.8m0.0%
Sanctuary Advisors, LLC194,820$9.6m0.0%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC194,583$9.5m1.4%
JPMORGAN CHASE & CO179,024$8.8m0.0%
Tidal Investments LLC173,768$8.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MTBA"). MTBA price history · All 13F data

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