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Simplify MBS ETF

138 hedge funds and large institutions have $968M invested in Simplify MBS ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
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
First Manhattan
51
First Manhattan
New York
$2.52M
AIM
52
Anchor Investment Management
South Carolina
$2.52M
WS
53
Wedbush Securities
California
$2.5M
PCS
54
Private Client Services
Kentucky
$2.42M
BI
55
Beckerman Institutional
New Jersey
$2.2M
ASN
56
Advisory Services Network
Georgia
$2.17M
NFA
57
Northern Financial Advisors
Michigan
$2.11M
FNBSF
58
First National Bank Sioux Falls
South Dakota
$2.07M
KPWS
59
Kestra Private Wealth Services
Texas
$1.73M
PG
60
Patten Group
Tennessee
$1.7M
AAS
61
Ameritas Advisory Services
Nebraska
$1.63M
P
62
&Partners
Tennessee
$1.57M
HAM
63
Harmony Asset Management
Arizona
$1.54M
CNBTD
64
Citizens National Bank Trust Department
Mississippi
$1.38M
LFA
65
Longview Financial Advisors
Alabama
$1.2M
ABWM
66
Alpine Bank Wealth Management
Colorado
$1.08M
SMC
67
Smith, Moore & Co
Missouri
$1.07M
HighTower Advisors
68
HighTower Advisors
Illinois
$1.04M
GWM
69
GK Wealth Management
Nevada
$994K
NA
70
Nautilus Advisors
California
$987K
KOCAA
71
Knights of Columbus Asset Advisors
Connecticut
$980K
MWM
72
Meridian Wealth Management
Kentucky
$970K
MCCA
73
Mill Creek Capital Advisors
Pennsylvania
$926K
Osaic Holdings
74
Osaic Holdings
Arizona
$905K
AA
75
Ancora Advisors
Ohio
$856K