Rockefeller Capital Management
MTBA icon

Rockefeller Capital Management’s Simplify MBS ETF MTBA Stock Holding History

Rockefeller Capital Management’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 		$1.15M Sell
23,451
-4,644
-17% -$229K ﹤0.01% 1621
2026
Q1 		$1.39M Buy
28,095
+24,345
+649% +$1.22M ﹤0.01% 1466
2025
Q4 		$189K Buy
3,750
+2,750
+275% +$139K ﹤0.01% 2404
2025
Q3 		$50.4K Buy
+1,000
New +$50.2K ﹤0.01% 2910

Other funds holding MTBA

Envestnet Asset Management
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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

Rockefeller Capital Management's MTBA Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Simplify MBS ETF (MTBA) stake by 17% in Q2 2026, selling an estimated $229K and leaving 23,451 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Rockefeller Capital Management first reported a position in MTBA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Rockefeller Capital Management held 23,451 shares of Simplify MBS ETF worth $1.15M as of Q2 2026.
  • Rockefeller Capital Management sold 4,644 Simplify MBS ETF shares in Q2 2026, an estimated $229K.
  • Simplify MBS ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1621 holding.
  • Rockefeller Capital Management first reported a position in Simplify MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Simplify MBS ETF position peaked at $1.39M in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.