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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
BCI
51
Brinker Capital Investments
Pennsylvania
$2.81M
AIM
52
Anchor Investment Management
South Carolina
$2.63M
PEA
53
Park Edge Advisors
Ohio
$2.61M
TIM
54
Triad Investment Management
California
$2.61M
First Manhattan
55
First Manhattan
New York
$2.52M
FNBSF
56
First National Bank Sioux Falls
South Dakota
$2.52M
PCS
57
Private Client Services
Kentucky
$2.47M
ASN
58
Advisory Services Network
Georgia
$2.32M
CA
59
Continuum Advisory
Idaho
$2.24M
Citadel Advisors
60
Citadel Advisors
Florida
$2.2M
BI
61
Beckerman Institutional
New Jersey
$2.2M
PG
62
Patten Group
Tennessee
$1.99M
KPWS
63
Kestra Private Wealth Services
Texas
$1.82M
CNBTD
64
Citizens National Bank Trust Department
Mississippi
$1.6M
Morgan Stanley
65
Morgan Stanley
New York
$1.58M
HAM
66
Harmony Asset Management
Arizona
$1.4M
HighTower Advisors
67
HighTower Advisors
Illinois
$1.3M
P
68
&Partners
Tennessee
$1.22M
LFA
69
Longview Financial Advisors
Alabama
$1.21M
NA
70
Nautilus Advisors
California
$1.17M
SMC
71
Smith, Moore & Co
Missouri
$1.14M
SFA
72
Sequoia Financial Advisors
Ohio
$1.13M
CA
73
Crumly & Associates
Illinois
$1.09M
KOCAA
74
Knights of Columbus Asset Advisors
Connecticut
$981K
LWA
75
Legacy Wealth Advisors
Florida
$966K