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Beckerman Institutional’s Simplify MBS ETF MTBA Stock Holding History

Beckerman Institutional’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 		$3.21M Buy
64,870
+21,241
+49% +$1.07M 1.7% 15
2025
Q4 		$2.2M Hold
43,629
– – 1.24% 21
2025
Q3 		$2.2M Buy
43,629
+8,049
+23% +$404K 1.29% 20
2025
Q2 		$1.78M Buy
35,580
+1,947
+6% +$97K 1.18% 23
2025
Q1 		$1.69M Buy
33,633
+2,200
+7% +$110K 1.22% 21
2024
Q4 		$1.56M Buy
31,433
+13,171
+72% +$663K 1.25% 22
2024
Q3 		$940K Buy
+18,262
New +$936K 0.79% 38

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $36.1B AUM 19.68% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 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 $377B AUM 19.32% 1-Year Est. Return

Beckerman Institutional's MTBA Position: Q1 2026 in Review

Beckerman Institutional increased its Simplify MBS ETF (MTBA) stake by 49% in Q1 2026, buying an estimated $1.07M and bringing the position to 64,870 shares worth $3.21M. The position accounts for 1.7% of the portfolio, ranked #15.

Beckerman Institutional first reported a position in MTBA in Q3 2024 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Beckerman Institutional held 64,870 shares of Simplify MBS ETF worth $3.21M as of Q1 2026.
  • Beckerman Institutional bought 21,241 Simplify MBS ETF shares in Q1 2026, an estimated $1.07M.
  • Simplify MBS ETF made up 1.7% of Beckerman Institutional's portfolio in Q1 2026, its #15 holding.
  • Beckerman Institutional first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 7 quarters since.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.