Simplify MBS ETF (MTBA)
ETF ยท NYSE Arca
Simplify MBS ETF (MTBA) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 6, 2023.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- November 6, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 147 institutions reported holding MTBA, with 18.9 million shares worth $928.9 million in aggregate. The largest reported holder was Envestnet Asset Management, with 2.3 million shares worth $110.4 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Envestnet Asset Management | 2,250,321 | $110M | Reduced 9.05% |
| Mml Investors Services | 1,937,978 | $95M | Added 18.76% |
| Wells Fargo & Company/MN | 1,629,192 | $80M | Reduced 2.63% |
| Edge Wealth Management | 1,090,758 | $54M | Added 1.81% |
| Evergreen Capital Management | 1,054,709 | $52M | Reduced 0.67% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is MTBA?
Simplify MBS ETF (MTBA) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 6, 2023.
Who are the largest institutional holders of MTBA?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of MTBA were Envestnet Asset Management, Mml Investors Services and Wells Fargo & Company/MN.
How many institutions own MTBA?
147 institutions reported a position in MTBA for the quarter ended June 30, 2026, worth $928.9 million in total.
Did institutions buy or sell MTBA last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for MTBA.
Every reported institutional holder, plus insider and congressional trades in MTBA, on SentiSense.