Bank of Montreal
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Bank of Montreal’s Simplify MBS ETF MTBA Stock Holding History

Bank of Montreal’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.68M Buy
155,241
+26,094
+20% +$1.31M ﹤0.01% 1175
2025
Q4 		$6.51M Buy
129,147
+14,007
+12% +$707K ﹤0.01% 1245
2025
Q3 		$5.8M Buy
115,140
+38,445
+50% +$1.93M ﹤0.01% 1235
2025
Q2 		$3.84M Buy
76,695
+47,595
+164% +$2.37M ﹤0.01% 1352
2025
Q1 		$1.46M Buy
+29,100
New +$1.45M ﹤0.01% 1643

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal's MTBA Position: Q1 2026 in Review

Bank of Montreal increased its Simplify MBS ETF (MTBA) stake by 20% in Q1 2026, buying an estimated $1.31M and bringing the position to 155,241 shares worth $7.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Bank of Montreal first reported a position in MTBA in Q1 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Bank of Montreal held 155,241 shares of Simplify MBS ETF worth $7.68M as of Q1 2026.
  • Bank of Montreal bought 26,094 Simplify MBS ETF shares in Q1 2026, an estimated $1.31M.
  • Simplify MBS ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1175 holding.
  • Bank of Montreal first reported a position in Simplify MBS ETF in Q1 2025 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.