LPL Financial
MTBA icon

LPL Financial’s Simplify MBS ETF MTBA Stock Holding History

LPL Financial’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 		$28.8M Buy
582,643
+21,099
+4% +$1.06M 0.01% 1231
2025
Q4 		$28.3M Buy
561,544
+7,056
+1% +$356K 0.01% 1175
2025
Q3 		$27.9M Buy
554,488
+261,544
+89% +$13.1M 0.01% 1149
2025
Q2 		$14.7M Buy
292,944
+195,541
+201% +$9.74M ﹤0.01% 1449
2025
Q1 		$4.88M Buy
97,403
+39,646
+69% +$1.98M ﹤0.01% 2166
2024
Q4 		$2.87M Buy
57,757
+42,511
+279% +$2.14M ﹤0.01% 2526
2024
Q3 		$785K Buy
+15,246
New +$781K ﹤0.01% 3614

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

LPL Financial's MTBA Position: Q1 2026 in Review

LPL Financial increased its Simplify MBS ETF (MTBA) stake by 3.8% in Q1 2026, buying an estimated $1.06M and bringing the position to 582,643 shares worth $28.8M. The position accounts for 0.01% of the portfolio, ranked #1231.

LPL Financial first reported a position in MTBA in Q3 2024 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • LPL Financial held 582,643 shares of Simplify MBS ETF worth $28.8M as of Q1 2026.
  • LPL Financial bought 21,099 Simplify MBS ETF shares in Q1 2026, an estimated $1.06M.
  • Simplify MBS ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1231 holding.
  • LPL Financial first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 7 quarters since.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.