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Keel Point’s Simplify MBS ETF MTBA Stock Holding History

Keel Point’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 		$1.9M Buy
+38,370
New +$1.93M 0.13% 111

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 $4.62B AUM 25.58% 1-Year Est. Return
WG
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
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

Keel Point's MTBA Position: Q1 2026 in Review

Keel Point opened a new position in Simplify MBS ETF (MTBA) in Q1 2026: 38,370 shares worth $1.9M. The stake represents 0.13% of the portfolio and ranks #111 among its holdings.

157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Keel Point held 38,370 shares of Simplify MBS ETF worth $1.9M as of Q1 2026.
  • Simplify MBS ETF was a new Keel Point position in Q1 2026.
  • Simplify MBS ETF made up 0.13% of Keel Point's portfolio in Q1 2026, its #111 holding.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.