Royal Bank of Canada
MTBA icon

Royal Bank of Canada’s Simplify MBS ETF MTBA Stock Holding History

Royal Bank of Canada’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 		$12.2M Sell
248,445
-43,344
-15% -$2.14M ﹤0.01% 1916
2026
Q1 		$14.4M Buy
291,789
+39,859
+16% +$2M ﹤0.01% 1672
2025
Q4 		$12.7M Buy
251,930
+9,473
+4% +$478K ﹤0.01% 1785
2025
Q3 		$12.2M Sell
242,457
-8,706
-3% -$437K ﹤0.01% 2003
2025
Q2 		$12.6M Buy
251,163
+17,052
+7% +$849K ﹤0.01% 1860
2025
Q1 		$11.7M Buy
234,111
+52,996
+29% +$2.65M ﹤0.01% 1643
2024
Q4 		$9M Buy
181,115
+156,963
+650% +$7.9M ﹤0.01% 1868
2024
Q3 		$1.24M Buy
24,152
+18,267
+310% +$936K ﹤0.01% 3355
2024
Q2 		$296K Buy
+5,885
New +$296K ﹤0.01% 4437

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

Royal Bank of Canada's MTBA Position: Q2 2026 in Review

Royal Bank of Canada reduced its Simplify MBS ETF (MTBA) stake by 15% in Q2 2026, selling an estimated $2.14M and leaving 248,445 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Royal Bank of Canada first reported a position in MTBA in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.4M in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Royal Bank of Canada held 248,445 shares of Simplify MBS ETF worth $12.2M as of Q2 2026.
  • Royal Bank of Canada sold 43,344 Simplify MBS ETF shares in Q2 2026, an estimated $2.14M.
  • Simplify MBS ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #1916 holding.
  • Royal Bank of Canada first reported a position in Simplify MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • Royal Bank of Canada's Simplify MBS ETF position peaked at $14.4M in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.