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First Horizon Advisors’s Simplify MBS ETF MTBA Stock Holding History

First Horizon Advisors’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
2025
Q2 		$4.08K Buy
+81
New +$4.03K ﹤0.01% 1885

Other funds holding MTBA

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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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

First Horizon Advisors's MTBA Position: Q2 2025 in Review

First Horizon Advisors opened a new position in Simplify MBS ETF (MTBA) in Q2 2025: 81 shares worth $4.08K. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings.

144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • First Horizon Advisors held 81 shares of Simplify MBS ETF worth $4.08K as of Q2 2025.
  • Simplify MBS ETF was a new First Horizon Advisors position in Q2 2025.
  • Simplify MBS ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1885 holding.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.