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

SIMPLIFY EXCHANGE TRADED FUN

163 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 82889N525·163 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$765M
visible holders
Holders
163
filers reporting
Concentration
14.44%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

163 institutions reported MTBA in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 14.4% 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
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
CIK 0001332811
$81M1.6M5.50%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$80M1.6M0.01%Q2 202605
Edge Wealth Management LLC
CIK 0001567163
$54M1.1M9.01%Q2 202606
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$52M1.1M0.91%Q2 202607
Watchman Group, Inc.
CIK 0001748726
$44M902K9.90%Q2 202608
CreativeOne Wealth, LLC
CIK 0001739728
$35M714K0.76%Q2 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
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 0001078246
$20M402K3.38%Q2 202613
Hilton Capital Management, LLC
CIK 0001541211
$20M399K1.33%Q2 202614
Pekin Hardy Strauss, Inc.
CIK 0001020317
$19M384K1.66%Q2 202615
Proficio Capital Partners LLC
CIK 0001654175
$17M339K0.60%Q2 202616
L2 Asset Management, LLC
CIK 0001686988
$14M295K1.50%Q2 202617
WealthPlan Investment Management, LLC
CIK 0001929986
$13M273K0.67%Q2 202618
ROYAL BANK OF CANADA
CIK 0001000275
$12M248K0.00%Q2 202619
BAR HARBOR WEALTH MANAGEMENT
CIK 0001035463
$12M240K0.63%Q2 202620
True Wealth Design, LLC
CIK 0001966033
$11M220K2.57%Q2 2026
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