KAM
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Knightsbridge Asset Management’s Simplify MBS ETF MTBA Stock Holding History

Knightsbridge Asset 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 		$40.5M Buy
819,151
+135,950
+20% +$6.84M 5.45% 3
2025
Q4 		$34.4M Buy
683,201
+91,192
+15% +$4.6M 5.55% 2
2025
Q3 		$29.8M Buy
592,009
+40,634
+7% +$2.04M 5.04% 3
2025
Q2 		$27.6M Sell
551,375
-20,046
-4% -$998K 6.09% 1
2025
Q1 		$28.7M Buy
571,421
+13,678
+2% +$683K 7.35% 1
2024
Q4 		$27.7M Buy
557,743
+66,635
+14% +$3.36M 6.42% 1
2024
Q3 		$25.3M Buy
491,108
+146,920
+43% +$7.53M 5.67% 1
2024
Q2 		$17.3M Buy
+344,188
New +$17.3M 4.3% 3

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
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
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Knightsbridge Asset Management's MTBA Position: Q1 2026 in Review

Knightsbridge Asset Management increased its Simplify MBS ETF (MTBA) stake by 20% in Q1 2026, buying an estimated $6.84M and bringing the position to 819,151 shares worth $40.5M. The position accounts for 5.45% of the portfolio, ranked #3.

Knightsbridge Asset Management first reported a position in MTBA in Q2 2024 and has held it in 8 quarters since. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Knightsbridge Asset Management held 819,151 shares of Simplify MBS ETF worth $40.5M as of Q1 2026.
  • Knightsbridge Asset Management bought 135,950 Simplify MBS ETF shares in Q1 2026, an estimated $6.84M.
  • Simplify MBS ETF made up 5.45% of Knightsbridge Asset Management's portfolio in Q1 2026, its #3 holding.
  • Knightsbridge Asset Management first reported a position in Simplify MBS ETF in Q2 2024 and has held it in 8 quarters since.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.