MML Investors Services
MTBA icon

MML Investors Services’s Simplify MBS ETF MTBA Stock Holding History

MML Investors Services’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
Q2 		$95.1M Buy
1,937,978
+306,124
+19% +$15.1M 0.19% 111
2026
Q1 		$80.7M Sell
1,631,854
-123,802
-7% -$6.22M 0.22% 95
2025
Q4 		$88.5M Buy
1,755,656
+116,584
+7% +$5.89M 0.22% 95
2025
Q3 		$82.5M Buy
1,639,072
+130,624
+9% +$6.56M 0.22% 91
2025
Q2 		$75.6M Buy
1,508,448
+79,232
+6% +$3.95M 0.22% 93
2025
Q1 		$71.7M Buy
1,429,216
+113,729
+9% +$5.68M 0.24% 86
2024
Q4 		$65.4M Buy
1,315,487
+126,318
+11% +$6.36M 0.23% 86
2024
Q3 		$61.2M Buy
1,189,169
+207,038
+21% +$10.6M 0.22% 91
2024
Q2 		$49.5M Buy
982,131
+959,805
+4,299% +$48.4M 0.2% 112
2024
Q1 		$1.14M Buy
+22,326
New +$1.14M ﹤0.01% 1341

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MML Investors Services's MTBA Position: Q2 2026 in Review

MML Investors Services increased its Simplify MBS ETF (MTBA) stake by 19% in Q2 2026, buying an estimated $15.1M and bringing the position to 1,937,978 shares worth $95.1M. The position accounts for 0.19% of the portfolio, ranked #111.

MML Investors Services first reported a position in MTBA in Q1 2024 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • MML Investors Services held 1,937,978 shares of Simplify MBS ETF worth $95.1M as of Q2 2026.
  • MML Investors Services bought 306,124 Simplify MBS ETF shares in Q2 2026, an estimated $15.1M.
  • Simplify MBS ETF made up 0.19% of MML Investors Services's portfolio in Q2 2026, its #111 holding.
  • MML Investors Services first reported a position in Simplify MBS ETF in Q1 2024 and has held it in 10 quarters since.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.