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BOK Financial’s Simplify MBS ETF MTBA Stock Holding History

BOK Financial’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
Q2 		$36.6K Hold
745
– – ﹤0.01% 871
2026
Q1 		$36.8K Hold
745
– – ﹤0.01% 855
2025
Q4 		$37.6K Hold
745
– – ﹤0.01% 874
2025
Q3 		$37.5K Hold
745
– – ﹤0.01% 877
2025
Q2 		$37.3K Hold
745
– – ﹤0.01% 861
2025
Q1 		$37.4K Hold
745
– – ﹤0.01% 859
2024
Q4 		$36.7K Hold
745
– – ﹤0.01% 854
2024
Q3 		$38.3K Buy
+745
New +$38.2K ﹤0.01% 857

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

BOK Financial's MTBA Position: Q2 2026 in Review

BOK Financial held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 745 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

BOK Financial first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.3K in Q3 2024. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • BOK Financial held 745 shares of Simplify MBS ETF worth $36.6K as of Q2 2026.
  • BOK Financial left its Simplify MBS ETF share count unchanged in Q2 2026.
  • Simplify MBS ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #871 holding.
  • BOK Financial first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • BOK Financial's Simplify MBS ETF position peaked at $38.3K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.