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Hutchinson Capital Management’s Simplify MBS ETF MTBA Stock Holding History

Hutchinson Capital Management’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 		$18.8M Buy
379,512
+43,646
+13% +$2.19M 3.45% 8
2025
Q4 		$16.9M Buy
335,866
+25,473
+8% +$1.29M 2.9% 12
2025
Q3 		$15.6M Buy
310,393
+55,169
+22% +$2.77M 2.7% 13
2025
Q2 		$12.8M Buy
255,224
+59,177
+30% +$2.95M 2.33% 20
2025
Q1 		$9.83M Buy
196,047
+62,590
+47% +$3.13M 1.88% 24
2024
Q4 		$6.63M Buy
+133,457
New +$6.72M 1.25% 28

Other funds holding MTBA

Envestnet Asset Management
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
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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hutchinson Capital Management's MTBA Position: Q1 2026 in Review

Hutchinson Capital Management increased its Simplify MBS ETF (MTBA) stake by 13% in Q1 2026, buying an estimated $2.19M and bringing the position to 379,512 shares worth $18.8M. The position accounts for 3.45% of the portfolio, ranked #8.

Hutchinson Capital Management first reported a position in MTBA in Q4 2024 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Hutchinson Capital Management held 379,512 shares of Simplify MBS ETF worth $18.8M as of Q1 2026.
  • Hutchinson Capital Management bought 43,646 Simplify MBS ETF shares in Q1 2026, an estimated $2.19M.
  • Simplify MBS ETF made up 3.45% of Hutchinson Capital Management's portfolio in Q1 2026, its #8 holding.
  • Hutchinson Capital Management first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.