StoneX Group
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StoneX Group’s Simplify MBS ETF MTBA Stock Holding History

StoneX Group’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 		$909K Buy
+18,874
New +$913K 0.03% 436

Other funds holding MTBA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

StoneX Group's MTBA Position: Q3 2026 in Review

StoneX Group opened a new position in Simplify MBS ETF (MTBA) in Q3 2026: 18,874 shares worth $909K. The stake represents 0.03% of the portfolio and ranks #436 among its holdings.

65 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • StoneX Group held 18,874 shares of Simplify MBS ETF worth $909K as of Q3 2026.
  • Simplify MBS ETF was a new StoneX Group position in Q3 2026.
  • Simplify MBS ETF made up 0.03% of StoneX Group's portfolio in Q3 2026, its #436 holding.
  • 65 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.