MTBA SIMPLIFY EXCHANGE TRADED FUN: institutional ownership and insider trading

157 funds reported holding $786M of SIMPLIFY EXCHANGE TRADED FUN in their latest 13F filings; in Q2 2026 funds net sold $151M, with 17 new positions and 23 funds selling out.

Famous investors holding MTBA

Largest institutional holders of MTBA

  1. ENVESTNET ASSET MANAGEMENT INC — $110M
  2. MML INVESTORS SERVICES, LLC — $95.1M
  3. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $79.9M
  4. CreativeOne Wealth, LLC — $35.1M
  5. KNIGHTSBRIDGE ASSET MANAGEMENT, LLC — $34.4M
  6. LPL Financial LLC — $26.7M
  7. Tortoise Investment Management, LLC — $25.9M
  8. Aprio Wealth Management, LLC — $23.8M
  9. HUTCHINSON CAPITAL MANAGEMENT/CA — $19.7M
  10. Hilton Capital Management, LLC — $19.6M

All MTBA 13F holders