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Simplify MBS ETF

143 hedge funds and large institutions have $874M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-8
Holders Change %
-5.3%
% of All Funds
1.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
21
Increased
60
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
26
L2 Asset Management
Massachusetts
$10.8M +$1.17M +23,336 +12%
TWD
27
True Wealth Design
Ohio
$10.2M +$10.2M +202,742 New
FM
28
Family Management
New York
$9.97M -$330K -6,579 -3%
AWMS
29
Advocacy Wealth Management Services
Georgia
$8.55M +$634K +12,666 +8%
EFG
30
Ethos Financial Group
Pennsylvania
$7.63M -$129K -2,571 -2%
NL
31
NWAM LLC
Washington
$7.57M -$1.05M -21,180 -12%
FAT
32
First American Trust
California
$7.41M -$812K -16,212 -10%
CCC
33
Compass Capital Corp
Massachusetts
$6.51M -$161K -3,206 -2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$6.2M +$280K +5,582 +5%
PWH
35
Priebe Wealth Holdings
Minnesota
$6.17M +$1.46M +29,100 +31%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.93M -$257K -5,129 -4%
LG
37
Leuthold Group
Minnesota
$5.01M -$1.2M -23,947 -19%
PEA
38
Park Edge Advisors
Ohio
$4.8M +$960K +19,161 +25%
PAG
39
Private Advisor Group
New Jersey
$4.67M +$226K +4,510 +5%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$4.06M +$2.23M +44,510 +122%
Jane Street
41
Jane Street
New York
$3.98M +$3.44M +68,776 +639%
ACM
42
Andina Capital Management
Utah
$3.87M -$998K -19,916 -20%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$3.84M +$2.38M +47,595 +164%
NCM
44
Narwhal Capital Management
Georgia
$3.57M +$648K +12,928 +22%
Calamos Advisors
45
Calamos Advisors
Illinois
$3.21M +$1.6M +31,959 +99%
Truist Financial
46
Truist Financial
North Carolina
$3.21M -$3.57M -71,717 -53%
BCI
47
Brinker Capital Investments
Pennsylvania
$3.05M -$1.75M -34,997 -36%
BCG
48
Breakwater Capital Group
New Jersey
$2.96M +$1.28M +25,580 +76%
BEI
49
Benjamin Edwards Inc
Missouri
$2.82M -$872K -17,408 -24%
JWCA
50
J.W. Cole Advisors
Florida
$2.79M +$2.79M +55,638 New