Skip to content
Disclosery

MTBA SIMPLIFY EXCHANGE TRADED FUN

Follow

MBS ETF (fund)

149 managers (150 13F filers) reported a position in MTBA shares at 2026-06-30, 19,153,013 shares in all. 18 filers opened a position and 24 filers sold out during the quarter.

Managers
149
13F filers
150
New
18
Added
50
Reduced
64
Sold out
24
Shares held by filers
19,153,013

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,261,459$111M-252,816Timeline
MML INVESTORS SERVICES, LLC1,937,978$95.1M0.19%+306,12413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,629,192$79.9M0.01%-43,99113F-HRTimelineGroup
Edge Wealth Management LLC1,090,758$53.5M9.01%+19,39913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,054,709$51.8M0.91%-7,13913F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC947,880$46.5M6.11%+128,72913F-HR/ATimeline
Watchman Group, Inc.902,254$44.3M9.9%+24,37913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC714,426$35.1M0.76%+65,13113F-HRTimelineGroup
LPL Financial LLC544,297$26.7M0.01%-38,34613F-HRTimeline
Tortoise Investment Management, LLC527,409$25.9M1.93%+12,17113F-HRTimeline
Aprio Wealth Management, LLC485,119$23.8M1.18%+21,79413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA401,942$19.7M3.38%+22,43013F-HRTimeline
Hilton Capital Management, LLC398,755$19.6M1.33%-456,64713F-HRTimeline
Pekin Hardy Strauss, Inc.383,511$18.8M1.66%-26,51713F-HRTimeline
Proficio Capital Partners LLC338,534$16.6M0.6%-45,21113F-HRTimeline
L2 Asset Management, LLC295,184$14.5M1.5%-263,82413F-HRTimeline
WealthPlan Investment Management, LLC273,112$13.4M0.67%-13,67113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA248,445$12.2M<0.01%-43,34413F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT240,301$11.8M0.63%-5,02813F-HRTimelineGroup
True Wealth Design, LLC220,181$10.8M2.57%-9,73313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC199,270$9.78M0.01%-28,38213F-HRTimeline
Sanctuary Advisors, LLC194,820$9.56M0.04%+34,91813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC194,583$9.55M1.42%-81513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO179,024$8.81M<0.01%+33,25913F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC173,768$8.53M0.02%+61,02013F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB158,653$7.79M0.47%+16,97413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV154,330$7.51M2.44%-14,57613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…152,032$7.44M0.01%-23,91013F-HRTimeline
Ethos Financial Group, LLC135,544$6.65M0.44%-76,34513F-HRTimeline
Fort Sheridan Advisors LLC127,286$6.25M0.67%+7,62513F-HRTimeline
ABBINGTON INVESTMENT GROUP121,545$5.96M3.8%-8,94513F-HRTimeline
NWAM LLC116,616$5.72M0.29%-19,04213F-HRTimeline
Janney Montgomery Scott LLC113,313$5.56M0.01%-74,57613F-HRTimeline
Keel Point, LLC104,803$5.14M0.3%+66,43313F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC104,178$5.11M0.02%-14,88213F-HRTimelineGroup
WEDBUSH SECURITIES INC98,956$4.86M0.13%+26,84313F-HRTimeline
Breakwater Capital Group95,391$4.68M0.56%-17,20413F-HRTimeline
Seneca House Advisors83,504$4.1M1.45%-35,33313F-HRTimeline
J.W. COLE ADVISORS, INC.70,437$3.46M0.06%+7,67313F-HRTimeline
Beckerman Institutional, LLC65,670$3.22M1.53%+80013F-HRTimeline
Park Edge Advisors, LLC64,050$3.14M0.67%+2,67913F-HRTimeline
Lifetime Wealth Management P.C.58,054$2.85M1.66%-2,17513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC55,687$2.73M0.03%+6,73813F-HRTimelineGroup
Western Wealth Management, LLC55,108$2.7M0.09%+3,14413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS52,518$2.62M0.72%013F-HRTimeline
FIRST MANHATTAN CO. LLC.50,000$2.45M0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,291$1.98M<0.01%-45,71413F-HRTimelineGroup
Arkadios Wealth Advisors38,672$1.9M0.03%new13F-HRTimeline
Dakota Wealth Management33,790$1.66M0.03%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC32,997$1.62M0.42%-17,85913F-HRTimeline
Patten Group, Inc.31,880$1.56M0.24%-7,19713F-HRTimeline
Citizens National Bank Trust Department31,541$1.55M0.23%+34413F-HRTimeline
Advisory Services Network, LLC31,407$1.54M0.02%-8,98613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC31,000$1.52M0.41%+2,40013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,781$1.51M<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…28,446$1.4M0.03%new13F-HRTimelineGroup
SMITH, MOORE & CO.28,423$1.39M0.09%+2,55113F-HRTimeline
Continuum Advisory, LLC26,996$1.32M0.11%+39813F-HRTimeline
HighTower Advisors, LLC26,310$1.29M<0.01%-1,34913F-HRTimeline
Crumly & Associates Inc.25,744$1.26M0.24%-34,36413F-HRTimeline
GK Wealth Management LLC24,648$1.21M0.73%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,399$1.2M<0.01%+76813F-HRTimelineGroup
Longview Financial Advisors, Inc.24,150$1.19M0.69%-17313F-HRTimeline
Orion Porfolio Solutions, LLC23,982$1.18M0.01%-34,59013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,451$1.15M<0.01%-4,64413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,046$1.13M<0.01%+27413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,547$1.11M0.01%-36,62313F-HRTimelineGroup
Sequoia Financial Advisors, LLC22,391$1.1M0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,100$1.08M0.03%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC22,000$1.08M0.02%013F-HRTimelineGroup
Mosley Wealth Management21,813$1.07M0.34%+18,23713F-HRTimeline
Knights of Columbus Asset Advisors LLC21,258$1.04M0.05%+12,70513F-HRTimeline
Cambridge Advisors Inc.20,953$1.03M0.18%+1,44713F-HRTimeline
Hegarty Advisors, LLC20,737$1.02M0.7%-1,27013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,274$995K<0.01%013F-HRTimelineGroup
WealthPLAN Partners, LLC20,115$987K0.19%+8,32613F-HRTimeline
Private Advisor Group, LLC19,556$960K<0.01%-86,51213F-HRTimeline
Legacy Wealth Advisors, LLC19,170$941K0.41%+613F-HRTimeline
Maridea Wealth Management LLC17,391$853K0.09%-2,07913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,914$830K<0.01%-138,32713F-HRTimelineGroup
Sharp Wealth Advisory, LLC14,465$710K0.33%+5,47513F-HRTimeline
Quantinno Capital Management LP13,957$685K<0.01%+51113F-HRTimeline
Keeler Thomas Management LLC13,857$680K0.24%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,641$620K<0.01%-1,82013F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,575$617K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC12,584$617K0.03%-3,86013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.12,098$594K0.2%+4,02913F-HRTimeline
SteelPeak Wealth, LLC12,054$591K0.02%new13F-HRTimeline
Andina Capital Management, LLC12,023$590K0.97%-33,70213F-HRTimeline
Nautilus Advisors LLC11,669$571K0.34%-1,17713F-HRTimeline
&PARTNERS11,295$554K<0.01%-12,17113F-HRTimeline
BAM Wealth Management, LLC11,126$546K0.34%+4,28713F-HRTimeline
HRT FINANCIAL LP10,934$536K<0.01%new13F-HRTimeline
PFG Investments, LLC10,912$535K0.02%+26813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,657$523K<0.01%+6,33613F-HRTimelineGroup
Venturi Wealth Management, LLC10,569$519K0.02%-9913F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,399$510K0.08%+22713F-HRTimeline
CIBC WORLD MARKET INC.10,340$507K<0.01%+50013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,044$493K0.01%-6,15113F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC9,979$490K<0.01%+1,13113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,784$480K<0.01%-73,80913F-HRTimelineGroup
Revisor Wealth Management LLC9,206$452K0.11%+1,89013F-HRTimeline
MGO ONE SEVEN LLC8,905$437K0.01%+2,12713F-HRTimeline
Mutual Advisors, LLC8,525$418K0.01%+2,35913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,288$407K0.02%+25013F-HRTimeline
Steward Partners Investment Advisory, L…7,572$372K<0.01%+22813F-HRTimeline
Advocacy Wealth Management, LLC7,453$366K0.01%-11113F-HRTimeline
Atlas Brown,Inc.6,950$341K0.09%013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC6,505$319K0.13%-336,54513F-HRTimeline
Magnolia Private Wealth, LLC6,488$318K0.17%+8613F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.6,215$305K0.16%-80513F-HRTimeline
TRUST POINT INC.6,148$303K0.03%new13F-HRTimeline
Independent Advisor Alliance6,040$296K0.01%-101,31013F-HRTimeline
Straight Path Wealth Management6,040$296K0.07%013F-HRTimeline
MATHER GROUP, LLC.5,846$287K<0.01%-2,64513F-HRTimeline
Ironsides Asset Advisors, LLC5,845$287K0.07%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,772$283K<0.01%-55813F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT5,555$273K0.11%-7,10413F-HRTimeline
Seelaus Asset Management LLC5,093$250K0.18%-38513F-HRTimeline
Prime Capital Investment Advisors, LLC5,023$246K<0.01%+79313F-HRTimeline
Vawter Financial, Ltd.4,975$244K0.09%013F-HRTimeline
WHITTIER TRUST CO4,956$244K<0.01%+413F-HRTimeline
Caerus Investment Advisors, LLC4,811$236K0.08%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,682$230K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,408$167K0.01%+2113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,580$127K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,430$119K<0.01%-1,72613F-HRTimelineGroup
Strive Financial Group ,LLC1,307$64.1K0.03%-1,25113F-HR/ATimeline
Realta Investment Advisors1,200$58.9K0.02%-2,20013F-HRTimeline
Arax Advisory Partners1,102$54.1K<0.01%-2,60413F-HRTimeline
Global Retirement Partners, LLC1,098$53.9K<0.01%13F-HRTimeline
AE Wealth Management LLC1,009$49.5K<0.01%-5013F-HRTimeline
WEBSTER BANK, N. A.1,000$49.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA745$36.6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC740$36.3K<0.01%-1,07213F-HRTimeline
NewEdge Advisors, LLC380$18.6K<0.01%-8,39913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP329$16.2K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\316$15.5K<0.01%-65713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…186$9.13K<0.01%+1213F-HRTimelineGroup
Access Investment Management LLC167$8.2K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC130$6.41K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC87$4.27K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…56$2.75K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.48$2.35K<0.01%new13F-HRTimeline
IFG Advisory, LLC27$1.31K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$1.03K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc20$981<0.01%-26413F-HRTimeline
Smartleaf Asset Management LLC12$591<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$37<0.01%013F-HRTimeline