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Simplify MBS ETF

155 hedge funds and large institutions have $1.05B invested in Simplify MBS ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$115M
MML Investors Services
2
MML Investors Services
Massachusetts
$88.5M
Wells Fargo
3
Wells Fargo
California
$86.4M
ECM
4
Evergreen Capital Management
Washington
$53.9M
EWM
5
Edge Wealth Management
New York
$50.4M
HCM
6
Hilton Capital Management
New York
$42.4M
WG
7
Watchman Group
Texas
$41.9M
CW
8
CreativeOne Wealth
Kansas
$30.7M
LPL Financial
9
LPL Financial
California
$28.3M
PCP
10
Proficio Capital Partners
Massachusetts
$27.8M
TIM
11
Tortoise Investment Management
New York
$23.7M
AWM
12
Aprio Wealth Management
Georgia
$22.6M
CF
13
Convergence Financial
Missouri
$19.8M
PFA
14
Peak Financial Advisors
Colorado
$18.9M
CI Investments Inc
15
CI Investments Inc
Ontario, Canada
$18.1M
PHS
16
Pekin Hardy Strauss
Illinois
$18.1M
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$17.7M
MFA
18
Morling Financial Advisors
California
$17.1M
HCM
19
Hutchinson Capital Management
California
$16.9M
TI
20
Tidal Investments
Wisconsin
$14.7M
HI
21
Horizon Investments
North Carolina
$14.2M
BHWM
22
Bar Harbor Wealth Management
New Hampshire
$13.8M
LAM
23
L2 Asset Management
Massachusetts
$13.7M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$13.1M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.7M