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Simplify MBS ETF

142 hedge funds and large institutions have $873M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 27 closing their positions.

Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
1.91%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
21
Increased
59
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BAM
76
BOS Asset Management
Illinois
$738K 14,730
Osaic Holdings
77
Osaic Holdings
Arizona
$735K 14,792 -2,978 -17%
CSC
78
Cove Street Capital
California
$731K 14,600
TFA
79
Tranquilli Financial Advisor
New Jersey
$680K 13,585 +13,585 New
Morgan Stanley
80
Morgan Stanley
New York
$672K 13,412 +1,431 +12%
PS
81
Principal Securities
Iowa
$605K 12,071 +7,968 +194%
WA
82
Whitebox Advisors
Minnesota
$566K 11,306
SFA
83
Sequoia Financial Advisors
Ohio
$556K 11,100
Goldman Sachs
84
Goldman Sachs
New York
$548K 10,942 +610 +6%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$508K 10,137 +1,152 +13%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$500K 9,980
SPIA
87
Steward Partners Investment Advisory
New York
$489K 9,766 +2,847 +41%
MWM
88
Meridian Wealth Management
Kentucky
$471K 9,400 +9,400 New
Citadel Advisors
89
Citadel Advisors
Florida
$464K 9,273 -53,911 -85%
SI
90
Stephens Inc
Arkansas
$451K 9,000 +9,000 New
MC
91
Montag & Caldwell
Georgia
$381K 7,611 +7,611 New
IAA
92
Ironsides Asset Advisors
North Carolina
$363K 7,251 +955 +15%
KOCAA
93
Knights of Columbus Asset Advisors
Connecticut
$359K 7,175
PI
94
PFG Investments
New York
$358K 7,146 +481 +7%
SFS
95
Sharp Financial Services
Pennsylvania
$353K 7,050 +2,550 +57%
Lido Advisors
96
Lido Advisors
California
$335K 6,678 -1,551 -19%
Comerica Bank
97
Comerica Bank
Texas
$325K 6,483 +131 +2%
SPWM
98
Straight Path Wealth Management
Michigan
$323K 6,440 -520 -7%
EPW
99
Endeavor Private Wealth
Kansas
$315K 6,292 -6,868 -52%
KWA
100
Kingswood Wealth Advisors
California
$315K 6,288