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Simplify MBS ETF

157 hedge funds and large institutions have $1.09B invested in Simplify MBS ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1% less funds holding

Funds holding: 158157 (-1)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$6.87M)

1.5% less ownership

Funds ownership: 65.59%64.09% (-1.5%)

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
1.93%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
78
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
26
Ethos Financial Group
Pennsylvania
$10.5M +$1.09M +21,596 +11%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$9.66M +$6.18M +122,867 +169%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$9.29M -$50.1K -996 -0.5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$8.72M -$8.82M -175,416 -50%
CCC
30
Compass Capital Corp
Massachusetts
$8.35M +$167K +3,316 +2%
SA
31
Sanctuary Advisors
Indiana
$7.91M +$323K +6,424 +4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$7.68M +$1.31M +26,094 +20%
JP Morgan Chase
33
JP Morgan Chase
New York
$7.19M +$298K +5,920 +4%
FAT
34
First American Trust
California
$7.01M -$184K -3,666 -3%
NL
35
NWAM LLC
Washington
$6.71M -$322K -6,414 -5%
AIG
36
Abbington Investment Group
Connecticut
$6.45M +$156K +3,109 +2%
PFM
37
Professional Financial Management
Wisconsin
$6.38M +$392K +7,795 +6%
FSA
38
Fort Sheridan Advisors
Illinois
$5.92M +$5.25M +104,504 +689%
Calamos Advisors
39
Calamos Advisors
Illinois
$5.89M -$1.87M -37,205 -24%
SHA
40
Seneca House Advisors
Virginia
$5.88M +$881K +17,525 +17%
TI
41
Tidal Investments
Wisconsin
$5.58M -$8.99M -178,893 -61%
BCG
42
Breakwater Capital Group
New Jersey
$5.57M +$1.34M +26,676 +31%
IAA
43
Independent Advisor Alliance
North Carolina
$5.31M +$5.18M +103,010 +2,374%
PAG
44
Private Advisor Group
New Jersey
$5.25M +$95.2K +1,894 +2%
Truist Financial
45
Truist Financial
North Carolina
$4.25M +$174K +3,457 +4%
Citadel Advisors
46
Citadel Advisors
Florida
$4.13M +$2.01M +39,933 +91%
WS
47
Wedbush Securities
California
$3.57M +$348K +6,930 +11%
BI
48
Beckerman Institutional
New Jersey
$3.21M +$1.07M +21,241 +49%
JWCA
49
J.W. Cole Advisors
Florida
$3.1M +$194K +3,854 +7%
NCM
50
Narwhal Capital Management
Georgia
$3.07M -$503K -10,004 -14%