13F Insight
DOSSIER · 13F Holders · Q2 2026
MTBA

SIMPLIFY EXCHANGE TRADED FUN

160 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N525·160 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$731M
visible holders
Holders
160
filers reporting
Concentration
15.12%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

160 institutions reported MTBA in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 15.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$110M2.3M0.03%Q2 202602
MML INVESTORS SERVICES, LLC
CIK 0000701059
$95M1.9M0.19%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$83M1.7M0.02%Q1 202604
Edge Wealth Management LLC
CIK 0001567163
$54M1.1M9.01%Q2 202605
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$52M1.1M0.91%Q2 202606
Watchman Group, Inc.
CIK 0001748726
$44M902K9.90%Q2 202607
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
CIK 0001332811
$41M819K5.45%Q1 202608
CreativeOne Wealth, LLC
CIK 0001739728
$32M649K0.75%Q1 202609
LPL Financial LLC
CIK 0001403438
$27M544K0.01%Q2 202610
Tortoise Investment Management, LLC
CIK 0001599511
$26M527K1.93%Q2 202611
Aprio Wealth Management, LLC
CIK 0001803519
$24M485K1.18%Q2 202612
Hilton Capital Management, LLC
CIK 0001541211
$20M399K1.33%Q2 202613
Proficio Capital Partners LLC
CIK 0001654175
$19M384K1.01%Q1 202614
Pekin Hardy Strauss, Inc.
CIK 0001020317
$19M384K1.66%Q2 202615
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 0001078246
$19M380K3.45%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$14M292K0.00%Q1 202617
Horizon Investments, LLC
CIK 0001560717
$14M283K0.18%Q4 202518
L2 Asset Management, LLC
CIK 0001686988
$14M273K1.84%Q4 202519
WealthPlan Investment Management, LLC
CIK 0001929986
$13M273K0.67%Q2 202620
BAR HARBOR WEALTH MANAGEMENT
CIK 0001035463
$12M240K0.63%Q2 2026
Page 1 of 8
140 more holders available. Log in →