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Fort Sheridan Advisors’s Simplify MBS ETF MTBA Stock Holding History

Fort Sheridan 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
2026
Q2 		$6.25M Buy
127,286
+7,625
+6% +$376K 0.67% 35
2026
Q1 		$5.92M Buy
119,661
+104,504
+689% +$5.25M 0.72% 33
2025
Q4 		$764K Buy
15,157
+3,493
+30% +$176K 0.1% 126
2025
Q3 		$587K Buy
11,664
+6,626
+132% +$333K 0.08% 148
2025
Q2 		$252K Buy
+5,038
New +$251K 0.04% 220

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

Fort Sheridan Advisors's MTBA Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Simplify MBS ETF (MTBA) stake by 6.4% in Q2 2026, buying an estimated $376K and bringing the position to 127,286 shares worth $6.25M. The position accounts for 0.67% of the portfolio, ranked #35.

Fort Sheridan Advisors first reported a position in MTBA in Q2 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Fort Sheridan Advisors held 127,286 shares of Simplify MBS ETF worth $6.25M as of Q2 2026.
  • Fort Sheridan Advisors bought 7,625 Simplify MBS ETF shares in Q2 2026, an estimated $376K.
  • Simplify MBS ETF made up 0.67% of Fort Sheridan Advisors's portfolio in Q2 2026, its #35 holding.
  • Fort Sheridan Advisors first reported a position in Simplify MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.