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 Q2	$2.45M	Hold	50,000	–	–	0.01%	329
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 $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

First Manhattan's MTBA Position: Q2 2026 in Review

First Manhattan held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 50,000 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #329.

First Manhattan first reported a position in MTBA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.58M in Q4 2023. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

First Manhattan held 50,000 shares of Simplify MBS ETF worth $2.45M as of Q2 2026.
First Manhattan left its Simplify MBS ETF share count unchanged in Q2 2026.
Simplify MBS ETF made up 0.01% of First Manhattan's portfolio in Q2 2026, its #329 holding.
First Manhattan first reported a position in Simplify MBS ETF in Q4 2023 and has held it in 11 quarters since.
First Manhattan's Simplify MBS ETF position peaked at $2.58M in Q4 2023.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.