Who owns MTBA?
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151 institutions reported holding MTBA, worth $974.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MTBA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $110.4M | 2,250,321 | −223,801 shares |
| MML Investors Services, LLC | Springfield, MA | $95.1M | 1,937,978 | +306,124 shares |
| Knightsbridge Asset Management, LLC | Newport Beach, CA | $81.0M | 1,631,081 | +811,930 shares |
| Wells Fargo & Company | San Francisco, CA | $79.9M | 1,629,192 | −43,991 shares |
| Edge Wealth Management LLC | New York, NY | $53.5M | 1,090,758 | +19,399 shares |
| Evergreen Capital Management LLC | Bellevue, WA | $51.8M | 1,054,709 | −7,139 shares |
| Watchman Group, Inc. | Plano, TX | $44.3M | 902,254 | +24,379 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $35.1M | 714,426 | +65,131 shares |
| LPL Financial LLC | Fort Mill, SC | $26.7M | 544,297 | −38,346 shares |
| Tortoise Investment Management, LLC | White Plains, NY | $25.9M | 527,409 | +12,171 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MTBA?
151 institutional managers reported holding MTBA in Form 13F filings for June 30, 2026, worth $974.7M in total. The largest reported position was held by Envestnet Asset Management Inc., at $110.4M.
Did institutions buy or sell MTBA last quarter?
Reported 13F value fell 10.2% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 23 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MTBA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.