First Manhattan’s Simplify MBS ETF MTBA Stock Holding History

First Manhattan’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	$2.47M	Hold	50,000	–	–	0.01%	324
2025 Q4	$2.52M	Hold	50,000	–	–	0.01%	315
2025 Q3	$2.52M	Hold	50,000	–	–	0.01%	310
2025 Q2	$2.5M	Hold	50,000	–	–	0.01%	301
2025 Q1	$2.51M	Hold	50,000	–	–	0.01%	276
2024 Q4	$2.48M	Hold	50,000	–	–	0.01%	276
2024 Q3	$2.57M	Hold	50,000	–	–	0.01%	272
2024 Q2	$2.52M	Hold	50,000	–	–	0.01%	272
2024 Q1	$2.55M	Hold	50,000	–	–	0.01%	275
2023 Q4	$2.58M	Buy	+50,000	New	+$2.55M	0.01%	272

Other funds holding MTBA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Manhattan's MTBA Position: Q1 2026 in Review

First Manhattan held its Simplify MBS ETF (MTBA) position steady in Q1 2026 at 50,000 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #324.

First Manhattan first reported a position in MTBA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.58M in Q4 2023. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

First Manhattan held 50,000 shares of Simplify MBS ETF worth $2.47M as of Q1 2026.
First Manhattan left its Simplify MBS ETF share count unchanged in Q1 2026.
Simplify MBS ETF made up 0.01% of First Manhattan's portfolio in Q1 2026, its #324 holding.
First Manhattan first reported a position in Simplify MBS ETF in Q4 2023 and has held it in 10 quarters since.
First Manhattan's Simplify MBS ETF position peaked at $2.58M in Q4 2023.
157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.