Who Owns 0 (MTBA)? -- Institutional Holders (2026-06-30)

174 institutions reported holding $977.3M of 0 (MTBA) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($110.4M), MML INVESTORS SERVICES, LLC ($95.1M), KNIGHTSBRIDGE ASSET MANAGEMENT, LLC ($81.0M), WELLS FARGO & COMPANY/MN ($79.9M), Edge Wealth Management LLC ($53.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$110.4M	2.3M	Trimmed
2	MML INVESTORS SERVICES, LLC	$95.1M	1.9M	Added
3	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$81.0M	1.6M	Added
4	WELLS FARGO & COMPANY/MN	$79.9M	1.6M	Trimmed
5	Edge Wealth Management LLC	$53.5M	1.1M	Added
6	EVERGREEN CAPITAL MANAGEMENT LLC	$51.8M	1.1M	Trimmed
7	Watchman Group, Inc.	$44.3M	902,254	Added
8	CreativeOne Wealth, LLC	$35.1M	714,426	Added
9	LPL Financial LLC	$26.7M	544,297	Trimmed
10	Tortoise Investment Management, LLC	$25.9M	527,409	Added
11	Aprio Wealth Management, LLC	$23.8M	485,119	Added
12	HUTCHINSON CAPITAL MANAGEMENT/CA	$19.7M	401,942	Added
13	Hilton Capital Management, LLC	$19.6M	398,755	Trimmed
14	Pekin Hardy Strauss, Inc.	$18.8M	383,511	Trimmed
15	Proficio Capital Partners LLC	$16.6M	338,534	Trimmed
16	L2 Asset Management, LLC	$14.5M	295,184	Trimmed
17	WealthPlan Investment Management, LLC	$13.4M	273,112	Trimmed
18	Royal Bank of Canada	$12.2M	248,445	Trimmed
19	BAR HARBOR WEALTH MANAGEMENT	$11.8M	240,301	Trimmed
20	True Wealth Design, LLC	$10.8M	220,181	Trimmed
21	COMMONWEALTH EQUITY SERVICES, LLC	$9.8M	199,270	Trimmed
22	Sanctuary Advisors, LLC	$9.6M	194,820	Added
23	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$9.5M	194,583	Trimmed
24	JPMORGAN CHASE & CO	$8.8M	179,024	Added
25	Tidal Investments LLC	$8.5M	173,768	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30