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Simplify MBS ETF

143 hedge funds and large institutions have $874M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-8
Holders Change %
-5.3%
% of All Funds
1.92%
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
60
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$740K -$354K -7,059 -32%
BAM
77
BOS Asset Management
Illinois
$738K
Osaic Holdings
78
Osaic Holdings
Arizona
$735K -$148K -2,978 -17%
CSC
79
Cove Street Capital
California
$731K
TFA
80
Tranquilli Financial Advisor
New Jersey
$680K +$680K +13,585 New
Morgan Stanley
81
Morgan Stanley
New York
$672K +$71.7K +1,431 +12%
PS
82
Principal Securities
Iowa
$605K +$399K +7,968 +194%
WA
83
Whitebox Advisors
Minnesota
$566K
SFA
84
Sequoia Financial Advisors
Ohio
$556K
Goldman Sachs
85
Goldman Sachs
New York
$548K +$30.6K +610 +6%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$508K +$57.7K +1,152 +13%
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$500K
SPIA
88
Steward Partners Investment Advisory
New York
$489K +$143K +2,847 +41%
MWM
89
Meridian Wealth Management
Kentucky
$471K +$471K +9,400 New
Citadel Advisors
90
Citadel Advisors
Florida
$464K -$2.7M -53,911 -85%
SI
91
Stephens Inc
Arkansas
$451K +$451K +9,000 New
MC
92
Montag & Caldwell
Georgia
$381K +$381K +7,611 New
IAA
93
Ironsides Asset Advisors
North Carolina
$363K +$47.8K +955 +15%
KOCAA
94
Knights of Columbus Asset Advisors
Connecticut
$359K
PI
95
PFG Investments
New York
$358K +$24.1K +481 +7%
SFS
96
Sharp Financial Services
Pennsylvania
$353K +$128K +2,550 +57%
Lido Advisors
97
Lido Advisors
California
$335K -$77.7K -1,551 -19%
Comerica Bank
98
Comerica Bank
Texas
$325K +$6.56K +131 +2%
SPWM
99
Straight Path Wealth Management
Michigan
$323K -$26K -520 -7%
EPW
100
Endeavor Private Wealth
Kansas
$315K -$344K -6,868 -52%