Raymond James Financial
MTBA icon

Raymond James Financial’s Simplify MBS ETF MTBA Stock Holding History

Raymond James Financial’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 		$214K Buy
+4,321
New +$217K ﹤0.01% 4852
2025
Q3 		– Sell
-2,222
Closed -$111K – 6057
2025
Q2 		$111K Buy
+2,222
New +$111K ﹤0.01% 4822

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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EWM
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ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's MTBA Position: Q1 2026 in Review

Raymond James Financial opened a new position in Simplify MBS ETF (MTBA) in Q1 2026: 4,321 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #4852 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in MTBA as recently as Q2 2025.

Raymond James Financial first reported a position in MTBA in Q2 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Raymond James Financial held 4,321 shares of Simplify MBS ETF worth $214K as of Q1 2026.
  • Simplify MBS ETF was a new Raymond James Financial position in Q1 2026.
  • Simplify MBS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4852 holding.
  • Raymond James Financial first reported a position in Simplify MBS ETF in Q2 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.