HighTower Advisors
MTBA icon

HighTower Advisors’s Simplify MBS ETF MTBA Stock Holding History

HighTower 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 		$1.29M Sell
26,310
-1,349
-5% -$66.6K ﹤0.01% 2076
2026
Q1 		$1.37M Buy
27,659
+1,900
+7% +$95.5K ﹤0.01% 1978
2025
Q4 		$1.3M Buy
25,759
+5,132
+25% +$259K ﹤0.01% 1951
2025
Q3 		$1.04M Buy
20,627
+1,036
+5% +$52K ﹤0.01% 2062
2025
Q2 		$981K Sell
19,591
-2,138
-10% -$106K ﹤0.01% 2023
2025
Q1 		$1.09M Buy
21,729
+3,695
+20% +$185K ﹤0.01% 1906
2024
Q4 		$896K Buy
18,034
+8,100
+82% +$408K ﹤0.01% 2045
2024
Q3 		$508K Buy
9,934
+4,666
+89% +$239K ﹤0.01% 2388
2024
Q2 		$266K Buy
+5,268
New +$265K ﹤0.01% 2818

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

HighTower Advisors's MTBA Position: Q2 2026 in Review

HighTower Advisors reduced its Simplify MBS ETF (MTBA) stake by 4.9% in Q2 2026, selling an estimated $66.6K and leaving 26,310 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

HighTower Advisors first reported a position in MTBA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • HighTower Advisors held 26,310 shares of Simplify MBS ETF worth $1.29M as of Q2 2026.
  • HighTower Advisors sold 1,349 Simplify MBS ETF shares in Q2 2026, an estimated $66.6K.
  • Simplify MBS ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2076 holding.
  • HighTower Advisors first reported a position in Simplify MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • HighTower Advisors's Simplify MBS ETF position peaked at $1.37M in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

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