On this page, we present all of the funds holding MTBA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MTBA, with a link to that fund's top holdings. The next columns indicate the amount of MTBA stock held by each of the funds holding MTBA, followed by the MTBA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 31 funds holding MTBA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Peak Financial Advisors LLC. For more details on the positions held by Peak Financial Advisors LLC (or by any of the other funds holding MTBA), click the fund name in the "Holder" column of the funds-holding-MTBA table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Peak Financial Advisors LLC	299,313	$15,238	03/31/2024
MTBA	299,313	$15,238	03/31/2024
CI Investments Inc.	279,500	$14,447	12/31/2023
MTBA	279,500	$14,447	12/31/2023
Family Management Corp	277,648	$14,352	12/31/2023
MTBA	277,648	$14,352	12/31/2023
BlueCrest Capital Management Ltd	195,576	$10,109	12/31/2023
MTBA	195,576	$10,109	12/31/2023
Charter Trust Co.	192,283	$9,789	03/31/2024
MTBA	192,283	$9,789	03/31/2024
Aprio Wealth Management LLC	149,924	$7,633	03/31/2024
MTBA	149,924	$7,633	03/31/2024
Park Edge Advisors LLC	148,291	$7,549	03/31/2024
MTBA	148,291	$7,549	03/31/2024
Commonwealth Equity Services LLC	128,387	$6,536	03/31/2024
MTBA	128,387	$6,536	03/31/2024
Andina Capital Management LLC	110,503	$5,626	03/31/2024
MTBA	110,503	$5,626	03/31/2024
Pekin Hardy Strauss Inc.	92,515	$4,782	12/31/2023
MTBA	92,515	$4,782	12/31/2023
Simplify Asset Management Inc.	62,332	$3,222	12/31/2023
MTBA	62,332	$3,222	12/31/2023
Mount Lucas Management LP	61,750	$3,192	12/31/2023
MTBA	61,750	$3,192	12/31/2023
Almanack Investment Partners LLC.	60,006	$3,102	12/31/2023
MTBA	60,006	$3,102	12/31/2023
First Manhattan Co.	50,000	$2,584	12/31/2023
MTBA	50,000	$2,584	12/31/2023
BlackDiamond Wealth Management Inc.	47,259	$2,409	12/31/2023
MTBA	47,259	$2,409	12/31/2023
Horizon Investments LLC	42,920	$2,208	12/31/2023
MTBA	42,920	$2,208	12/31/2023
Dakota Wealth Management	40,062	$2,040	03/31/2024
MTBA	40,062	$2,040	03/31/2024
OLD Mission Capital LLC	21,949	$1,135	12/31/2023
MTBA	21,949	$1,135	12/31/2023
Stony Point Wealth Management Inc.	22,118	$1,126	03/31/2024
MTBA	22,118	$1,126	03/31/2024
Jane Street Group LLC	21,746	$1,124	12/31/2023
MTBA	21,746	$1,124	12/31/2023
Mill Creek Capital Advisors LLC	15,223	$787	12/31/2023
MTBA	15,223	$787	12/31/2023
Cambridge Advisors Inc.	12,582	$641	03/31/2024
MTBA	12,582	$641	03/31/2024
Ancora Advisors LLC	10,000	$517	12/31/2023
MTBA	10,000	$517	12/31/2023
Citadel Advisors LLC	7,685	$397	12/31/2023
MTBA	7,685	$397	12/31/2023
Moors & Cabot Inc.	5,500	$284	12/31/2023
MTBA	5,500	$284	12/31/2023
BCJ Capital Management LLC	5,456	$282	12/31/2023
MTBA	5,456	$282	12/31/2023
Benchmark Investment Advisors LLC	5,456	$282	12/31/2023
MTBA	5,456	$282	12/31/2023
Straight Path Wealth Management	4,210	$214	03/31/2024
MTBA	4,210	$214	03/31/2024
Bank of America Corp DE	2,975	$154	12/31/2023
MTBA	2,975	$154	12/31/2023
Morgan Stanley	1,665	$86	12/31/2023
MTBA	1,665	$86	12/31/2023
Venturi Wealth Management LLC	1,000	$51	03/31/2024
MTBA	1,000	$51	03/31/2024
Proequities Inc.	0	$0	12/31/2023
Put	0	$0	12/31/2023
Call	0	$0	12/31/2023
MTBA	0	$0	12/31/2023

See Summary: Institutional Holders of MTBA
See Details: Top 10 Hedge Funds Holding MTBA
Also See: MTBA Holdings Changes

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