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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
TWD
26
True Wealth Design
Ohio
$12.6M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$11M
EFG
28
Ethos Financial Group
Pennsylvania
$9.59M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$9.52M
CCC
30
Compass Capital Corp
Massachusetts
$8.37M
Calamos Advisors
31
Calamos Advisors
Illinois
$7.88M
SA
32
Sanctuary Advisors
Indiana
$7.74M
HCA
33
Heck Capital Advisors
Wisconsin
$7.5M
FAT
34
First American Trust
California
$7.33M
NL
35
NWAM LLC
Washington
$7.19M
JP Morgan Chase
36
JP Morgan Chase
New York
$7.05M
FM
37
Family Management
New York
$6.78M
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$6.51M
AIG
39
Abbington Investment Group
Connecticut
$6.42M
WIM
40
WealthPlan Investment Management
Nebraska
$5.87M
PAG
41
Private Advisor Group
New Jersey
$5.25M
SHA
42
Seneca House Advisors
Virginia
$5.11M
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$4.51M
BCG
44
Breakwater Capital Group
New Jersey
$4.33M
Truist Financial
45
Truist Financial
North Carolina
$4.16M
PIWA
46
Prevail Innovative Wealth Advisors
Kansas
$3.66M
NCM
47
Narwhal Capital Management
Georgia
$3.63M
ACM
48
Andina Capital Management
Utah
$3.46M
WS
49
Wedbush Securities
California
$3.29M
BEI
50
Benjamin Edwards Inc
Missouri
$2.82M