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Simplify MBS ETF

156 hedge funds and large institutions have $1.06B invested in Simplify MBS ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
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
LWM
52
Lifetime Wealth Management
Texas
$2.71M
AIM
53
Anchor Investment Management
South Carolina
$2.63M
PEA
54
Park Edge Advisors
Ohio
$2.61M
TIM
55
Triad Investment Management
California
$2.61M
First Manhattan
56
First Manhattan
New York
$2.52M
FNBSF
57
First National Bank Sioux Falls
South Dakota
$2.52M
PCS
58
Private Client Services
Kentucky
$2.47M
ASN
59
Advisory Services Network
Georgia
$2.32M
CA
60
Continuum Advisory
Idaho
$2.24M
Citadel Advisors
61
Citadel Advisors
Florida
$2.2M
BI
62
Beckerman Institutional
New Jersey
$2.2M
PG
63
Patten Group
Tennessee
$1.99M
KPWS
64
Kestra Private Wealth Services
Texas
$1.82M
CNBTD
65
Citizens National Bank Trust Department
Mississippi
$1.6M
Morgan Stanley
66
Morgan Stanley
New York
$1.58M
HAM
67
Harmony Asset Management
Arizona
$1.4M
HighTower Advisors
68
HighTower Advisors
Illinois
$1.3M
P
69
&Partners
Tennessee
$1.22M
LFA
70
Longview Financial Advisors
Alabama
$1.21M
NA
71
Nautilus Advisors
California
$1.17M
SMC
72
Smith, Moore & Co
Missouri
$1.14M
SFA
73
Sequoia Financial Advisors
Ohio
$1.13M
CA
74
Crumly & Associates
Illinois
$1.09M
KOCAA
75
Knights of Columbus Asset Advisors
Connecticut
$981K