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Who holds MTBA

SIMPLIFY EXCHANGE TRADED FUN · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
ENVESTNET ASSET MANAGEMENT INC2.3M$110.4M0.0%
MML INVESTORS SERVICES, LLC1.9M$95.1M0.2%
WELLS FARGO & COMPANY/MN1.6M$79.9M0.0%
Edge Wealth Management LLC1.1M$53.5M9.0%
EVERGREEN CAPITAL MANAGEMENT LLC1.1M$51.8M0.9%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC947.9K$46.5M6.1%
Watchman Group, Inc.902.3K$44.3M9.9%
CreativeOne Wealth, LLC714.4K$35.1M0.8%
LPL Financial LLC544.3K$26.7M0.0%
Tortoise Investment Management, LLC527.4K$25.9M1.9%
Aprio Wealth Management, LLC485.1K$23.8M1.2%
HUTCHINSON CAPITAL MANAGEMENT/CA401.9K$19.7M3.4%
Hilton Capital Management, LLC398.8K$19.6M1.3%
Pekin Hardy Strauss, Inc.383.5K$18.8M1.7%
Proficio Capital Partners LLC338.5K$16.6M0.6%
L2 Asset Management, LLC295.2K$14.5M1.5%
WealthPlan Investment Management, LLC273.1K$13.4M0.7%
ROYAL BANK OF CANADA248.4K$12.2M0.0%
BAR HARBOR WEALTH MANAGEMENT240.3K$11.8M0.6%
True Wealth Design, LLC220.2K$10.8M2.6%
COMMONWEALTH EQUITY SERVICES, LLC199.3K$9.8M0.0%
Sanctuary Advisors, LLC194.8K$9.6M0.0%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC194.6K$9.5M1.4%
JPMORGAN CHASE & CO179.0K$8.8M0.0%
Tidal Investments LLC173.8K$8.5M0.0%
FIRST AMERICAN TRUST, FSB158.7K$7.8M0.5%
COMPASS CAPITAL CORP /MA/ /ADV154.3K$7.5M2.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC152.0K$7.4M0.0%
Ethos Financial Group, LLC135.5K$6.7M0.4%
Fort Sheridan Advisors LLC127.3K$6.2M0.7%
ABBINGTON INVESTMENT GROUP121.5K$6.0M3.8%
NWAM LLC116.6K$5.7M0.3%
Janney Montgomery Scott LLC113.3K$5.6M0.0%
Keel Point, LLC104.8K$5.1M0.3%
Calamos Advisors LLC104.2K$5.1M0.0%
WEDBUSH SECURITIES INC99.0K$4.9M0.1%
Breakwater Capital Group95.4K$4.7M0.6%
Seneca House Advisors83.5K$4.1M1.4%
J.W. COLE ADVISORS, INC.70.4K$3.5M0.1%
Beckerman Institutional, LLC65.7K$3.2M1.5%
Park Edge Advisors, LLC64.0K$3.1M0.7%
Lifetime Wealth Management P.C.58.1K$2.8M1.7%
KESTRA PRIVATE WEALTH SERVICES, LLC55.7K$2.7M0.0%
Western Wealth Management, LLC55.1K$2.7M0.1%
FIRST NATIONAL BANK SIOUX FALLS52.5K$2.6M0.7%
Anchor Investment Management, LLC52.3K$2.6M0.2%
FIRST MANHATTAN CO. LLC.50.0K$2.5M0.0%
TRUIST FINANCIAL CORP40.3K$2.0M0.0%
Arkadios Wealth Advisors38.7K$1.9M0.0%
PRIVATE CLIENT SERVICES, LLC33.9K$1.6M0.4%
Patten Group, Inc.31.9K$1.6M0.2%
Citizens National Bank Trust Department31.5K$1.5M0.2%
Advisory Services Network, LLC31.4K$1.5M0.0%
HARMONY ASSET MANAGEMENT LLC31.0K$1.5M0.4%
GOLDMAN SACHS GROUP INC30.8K$1.5M0.0%
Ameritas Advisory Services, LLC28.4K$1.4M0.0%
SMITH, MOORE & CO.28.4K$1.4M0.1%
Continuum Advisory, LLC27.0K$1.3M0.1%
Crumly & Associates Inc.25.7K$1.3M0.2%
GK Wealth Management LLC24.6K$1.2M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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