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Simplify MBS ETF

139 hedge funds and large institutions have $975M invested in Simplify MBS ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
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
AA
76
Ancora Advisors
Ohio
$856K
CA
77
Cambridge Advisors
Nebraska
$839K
Morgan Stanley
78
Morgan Stanley
New York
$812K
VWM
79
Venturi Wealth Management
Texas
$799K
CSC
80
Cove Street Capital
California
$766K
BAM
81
BOS Asset Management
Illinois
$742K
TFA
82
Tranquilli Financial Advisor
New Jersey
$697K
PS
83
Principal Securities
Iowa
$673K
SWM
84
Steinberganna Wealth Management
New York
$623K
FSA
85
Fort Sheridan Advisors
Illinois
$587K
SFA
86
Sequoia Financial Advisors
Ohio
$559K
CIBC World Market
87
CIBC World Market
Ontario, Canada
$510K
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$503K
SAM
89
Strategy Asset Managers
California
$477K
PI
90
PFG Investments
New York
$444K
AWMS
91
Advocacy Wealth Management Services
Georgia
$436K
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$423K
SPIA
93
Steward Partners Investment Advisory
New York
$388K
IAA
94
Ironsides Asset Advisors
North Carolina
$366K
AB
95
Atlas Brown
Kentucky
$350K
SI
96
Stephens Inc
Arkansas
$346K
GA
97
GFS Advisors
Texas
$338K
FCBT
98
First Citizens Bank & Trust
North Carolina
$338K
NA
99
NewEdge Advisors
Louisiana
$336K
SPWM
100
Straight Path Wealth Management
Michigan
$324K