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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Nautilus Advisors's MTBA Position: Q2 2026 in Review

Nautilus Advisors reduced its Simplify MBS ETF (MTBA) stake by 9.2% in Q2 2026, selling an estimated $58.1K and leaving 11,669 shares worth $571K. The position accounts for 0.34% of the portfolio, ranked #89.

Nautilus Advisors first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Nautilus Advisors held 11,669 shares of Simplify MBS ETF worth $571K as of Q2 2026.
  • Nautilus Advisors sold 1,177 Simplify MBS ETF shares in Q2 2026, an estimated $58.1K.
  • Simplify MBS ETF made up 0.34% of Nautilus Advisors's portfolio in Q2 2026, its #89 holding.
  • Nautilus Advisors first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Nautilus Advisors's Simplify MBS ETF position peaked at $1.17M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.