TIM
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Tortoise Investment Management’s Simplify MBS ETF MTBA Stock Holding History

Tortoise Investment 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 		$25.9M Buy
527,409
+12,171
+2% +$601K 1.93% 10
2026
Q1 		$25.5M Buy
515,238
+44,543
+9% +$2.24M 2.1% 8
2025
Q4 		$23.7M Buy
470,695
+52,377
+13% +$2.64M 2.08% 8
2025
Q3 		$21.1M Buy
418,318
+74,856
+22% +$3.76M 1.88% 9
2025
Q2 		$17.2M Buy
343,462
+10,961
+3% +$546K 1.64% 11
2025
Q1 		$16.7M Buy
332,501
+31,026
+10% +$1.55M 1.74% 9
2024
Q4 		$15M Buy
301,475
+37,481
+14% +$1.89M 1.58% 14
2024
Q3 		$13.6M Buy
263,994
+261,859
+12,265% +$13.4M 1.42% 18
2024
Q2 		$108K Buy
+2,135
New +$108K 0.01% 287

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
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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Tortoise Investment Management's MTBA Position: Q2 2026 in Review

Tortoise Investment Management increased its Simplify MBS ETF (MTBA) stake by 2.4% in Q2 2026, buying an estimated $601K and bringing the position to 527,409 shares worth $25.9M. The position accounts for 1.93% of the portfolio, ranked #10.

Tortoise Investment Management first reported a position in MTBA in Q2 2024 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Tortoise Investment Management held 527,409 shares of Simplify MBS ETF worth $25.9M as of Q2 2026.
  • Tortoise Investment Management bought 12,171 Simplify MBS ETF shares in Q2 2026, an estimated $601K.
  • Simplify MBS ETF made up 1.93% of Tortoise Investment Management's portfolio in Q2 2026, its #10 holding.
  • Tortoise Investment Management first reported a position in Simplify MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • 91 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.