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MTBA icon

Nautilus Advisors’s Simplify MBS ETF MTBA Stock Holding History

Nautilus Advisors’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
Q3 		$426K Sell
9,117
-2,552
-22% -$124K 0.26% 104
2026
Q2 		$571K Sell
11,669
-1,177
-9% -$58.1K 0.34% 89
2026
Q1 		$635K Sell
12,846
-10,341
-45% -$520K 0.44% 71
2025
Q4 		$1.17M Buy
23,187
+3,593
+18% +$181K 0.76% 33
2025
Q3 		$987K Buy
19,594
+813
+4% +$40.8K 0.66% 39
2025
Q2 		$941K Sell
18,781
-3,545
-16% -$177K 0.69% 39
2025
Q1 		$1.12M Buy
22,326
+4,891
+28% +$244K 0.92% 26
2024
Q4 		$866K Buy
+17,435
New +$878K 0.69% 40

Other funds holding MTBA

PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nautilus Advisors's MTBA Position: Q3 2026 in Review

Nautilus Advisors reduced its Simplify MBS ETF (MTBA) stake by 22% in Q3 2026, selling an estimated $124K and leaving 9,117 shares worth $426K. The position accounts for 0.26% of the portfolio, ranked #104.

Nautilus Advisors first reported a position in MTBA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2025. 9 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • Nautilus Advisors held 9,117 shares of Simplify MBS ETF worth $426K as of Q3 2026.
  • Nautilus Advisors sold 2,552 Simplify MBS ETF shares in Q3 2026, an estimated $124K.
  • Simplify MBS ETF made up 0.26% of Nautilus Advisors's portfolio in Q3 2026, its #104 holding.
  • Nautilus Advisors first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 8 quarters since.
  • Nautilus Advisors's Simplify MBS ETF position peaked at $1.17M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.