MTBA icon

Simplify MBS ETF

139 hedge funds and large institutions have $975M invested in Simplify MBS ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
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
BEI
51
Benjamin Edwards Inc
Missouri
$2.82M
First Manhattan
52
First Manhattan
New York
$2.52M
AIM
53
Anchor Investment Management
South Carolina
$2.52M
WS
54
Wedbush Securities
California
$2.5M
PCS
55
Private Client Services
Kentucky
$2.42M
BI
56
Beckerman Institutional
New Jersey
$2.2M
ASN
57
Advisory Services Network
Georgia
$2.17M
NFA
58
Northern Financial Advisors
Michigan
$2.11M
FNBSF
59
First National Bank Sioux Falls
South Dakota
$2.07M
KPWS
60
Kestra Private Wealth Services
Texas
$1.73M
PG
61
Patten Group
Tennessee
$1.7M
AAS
62
Ameritas Advisory Services
Nebraska
$1.63M
P
63
&Partners
Tennessee
$1.57M
HAM
64
Harmony Asset Management
Arizona
$1.54M
CNBTD
65
Citizens National Bank Trust Department
Mississippi
$1.38M
LFA
66
Longview Financial Advisors
Alabama
$1.2M
ABWM
67
Alpine Bank Wealth Management
Colorado
$1.08M
SMC
68
Smith, Moore & Co
Missouri
$1.07M
HighTower Advisors
69
HighTower Advisors
Illinois
$1.04M
GWM
70
GK Wealth Management
Nevada
$994K
NA
71
Nautilus Advisors
California
$987K
KOCAA
72
Knights of Columbus Asset Advisors
Connecticut
$980K
MWM
73
Meridian Wealth Management
Kentucky
$970K
MCCA
74
Mill Creek Capital Advisors
Pennsylvania
$926K
Osaic Holdings
75
Osaic Holdings
Arizona
$905K