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Simplify MBS ETF

157 hedge funds and large institutions have $1.09B invested in Simplify MBS ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
HCA
51
Heck Capital Advisors
Wisconsin
$3.04M
PEA
52
Park Edge Advisors
Ohio
$3.04M
LWM
53
Lifetime Wealth Management
Texas
$2.98M
CA
54
Crumly & Associates
Illinois
$2.97M
BEI
55
Benjamin Edwards Inc
Missouri
$2.93M
BCI
56
Brinker Capital Investments
Pennsylvania
$2.9M
FNBSF
57
First National Bank Sioux Falls
South Dakota
$2.62M
AIM
58
Anchor Investment Management
South Carolina
$2.61M
WWM
59
Western Wealth Management
Colorado
$2.57M
TIM
60
Triad Investment Management
California
$2.56M
PCS
61
Private Client Services
Kentucky
$2.52M
First Manhattan
62
First Manhattan
New York
$2.47M
KPWS
63
Kestra Private Wealth Services
Texas
$2.42M
EMAM
64
Encompass More Asset Management
California
$2.3M
ACM
65
Andina Capital Management
Utah
$2.26M
ASN
66
Advisory Services Network
Georgia
$2M
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$1.99M
PG
68
Patten Group
Tennessee
$1.93M
KP
69
Keel Point
Alabama
$1.9M
CNBTD
70
Citizens National Bank Trust Department
Mississippi
$1.54M
HAM
71
Harmony Asset Management
Arizona
$1.41M
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.39M
HighTower Advisors
73
HighTower Advisors
Illinois
$1.37M
CA
74
Continuum Advisory
Idaho
$1.32M
SMC
75
Smith, Moore & Co
Missouri
$1.28M