Simplify MBS ETF (MTBA) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for MTBA. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Envestnet Asset Management | 2,250,321 | $110M | DECREASED |
| Mml Investors Services | 1,937,978 | $95M | INCREASED |
| Wells Fargo & Company/MN | 1,629,192 | $80M | DECREASED |
| Edge Wealth Management | 1,090,758 | $54M | INCREASED |
| Evergreen Capital Management | 1,054,709 | $52M | DECREASED |
Full institutional holdings, insider history, and congressional trades for Simplify MBS ETF on SentiSense.