140 tracked 13F filers disclose a position in MTBA as of the latest SEC 13F filings, a combined $973.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $122.4M | 2.5M | ▲+8.9% Added · +203K sh | Q1 2026 | |
| 2 | MML INVESTORS SERVICES, LLC | $95.1M | 1.9M | ▲+19% Added · +306K sh | Q2 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $82.8M | 1.7M | ▼−2.4% Reduced · −41K sh | Q1 2026 | |
| 4 | Edge Wealth Management LLC | $53.5M | 1.1M | ▲+1.8% Added · +19K sh | Q2 2026 | |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $51.8M | 1.1M | ▼−0.7% Reduced · −7K sh | Q2 2026 | |
| 6 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $46.5M | 948K | ▲+16% Added · +129K sh | Q2 2026 | |
| 7 | Watchman Group, Inc. | $44.3M | 902K | ▲+2.8% Added · +24K sh | Q2 2026 | |
| 8 | CreativeOne Wealth, LLC | $35.1M | 714K | ▲+10% Added · +65K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $28.8M | 583K | ▲+3.8% Added · +21K sh | Q1 2026 | |
| 10 | L2 Asset Management, LLC | $27.6M | 559K | ▲+105% Added · +286K sh | Q1 2026 | |
| 11 | Tortoise Investment Management, LLC | $25.9M | 527K | ▲+2.4% Added · +12K sh | Q2 2026 | |
| 12 | Aprio Wealth Management, LLC | $23.8M | 485K | ▲+4.7% Added · +22K sh | Q2 2026 | |
| 13 | HUTCHINSON CAPITAL MANAGEMENT/CA | $19.7M | 402K | ▲+5.9% Added · +22K sh | Q2 2026 | |
| 14 | Hilton Capital Management, LLC | $19.6M | 399K | ▼−53% Reduced · −457K sh | Q2 2026 | |
| 15 | Pekin Hardy Strauss, Inc. | $18.8M | 384K | ▼−6.5% Reduced · −27K sh | Q2 2026 | |
| 16 | Proficio Capital Partners LLC | $16.6M | 339K | ▼−12% Reduced · −45K sh | Q2 2026 | |
| 17 | ROYAL BANK OF CANADA | $14.4M | 292K | ▲+16% Added · +40K sh | Q1 2026 | |
| 18 | WealthPlan Investment Management, LLC | $13.4M | 273K | ▼−4.8% Reduced · −14K sh | Q2 2026 | |
| 19 | Bank of New York Mellon Corp | $12.9M | 261K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 20 | BAR HARBOR WEALTH MANAGEMENT | $11.8M | 240K | ▼−2.0% Reduced · −5K sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $11.3M | 228K | ▲+4.4% Added · +10K sh | Q1 2026 | |
| 22 | True Wealth Design, LLC | $10.8M | 220K | ▼−4.2% Reduced · −10K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | $9.6M | 195K | ▲+22% Added · +35K sh | Q2 2026 | |
| 24 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.5M | 195K | ▼−0.4% Reduced · −815 sh | Q2 2026 | |
| 25 | Tidal Investments LLC | $8.5M | 174K | ▲+54% Added · +61K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in MTBA and 22 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 71 funds | $13.1B |
| MICROSOFT CORPMSFT | 71 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 71 funds | $5.2B |
| APPLE INCAAPL | 70 funds | $11.4B |
| AMAZON.COM INCAMZN | 69 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 69 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 67 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 67 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $3.7B |
| JOHNSON & JOHNSONJNJ | 67 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 66 funds | $2.9B |
| CHEVRON CORPCVX | 66 funds | $1.3B |
Ranked by how many of MTBA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 229 funds | $996.7M |
| MTBAthis pagecommon | 140 funds | $973.0M |
| BUCKTREASURY OPT INC | 88 funds | $222.8M |
| AGGHUIT EXCHANGE TRADED | 86 funds | $352.3M |
| CDXMF Closed and MF Open | 83 funds | $273.8M |
| HEQTMF Closed and MF Open | 80 funds | $201.0M |
| TUASHORT TERM TREA | 73 funds | $456.1M |
| SVOLmc | 72 funds | $64.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MTBA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MTBA/capital-change-brief"
Use Arkolith's capital_change_brief for MTBA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MTBA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.