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Montag & Caldwell’s Simplify MBS ETF MTBA Stock Holding History

Montag & Caldwell’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
2025
Q2 		$381K Buy
+7,611
New +$379K 0.08% 81

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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Montag & Caldwell's MTBA Position: Q2 2025 in Review

Montag & Caldwell opened a new position in Simplify MBS ETF (MTBA) in Q2 2025: 7,611 shares worth $381K. The stake represents 0.08% of the portfolio and ranks #81 among its holdings.

144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Montag & Caldwell held 7,611 shares of Simplify MBS ETF worth $381K as of Q2 2025.
  • Simplify MBS ETF was a new Montag & Caldwell position in Q2 2025.
  • Simplify MBS ETF made up 0.08% of Montag & Caldwell's portfolio in Q2 2025, its #81 holding.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.