MG
MTBA icon

Mather Group’s Simplify MBS ETF MTBA Stock Holding History

Mather Group’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 		$420K Buy
+8,491
New +$427K ﹤0.01% 536

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

Mather Group's MTBA Position: Q1 2026 in Review

Mather Group opened a new position in Simplify MBS ETF (MTBA) in Q1 2026: 8,491 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings.

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

  • Mather Group held 8,491 shares of Simplify MBS ETF worth $420K as of Q1 2026.
  • Simplify MBS ETF was a new Mather Group position in Q1 2026.
  • Simplify MBS ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #536 holding.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.