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Simplify MBS ETF

138 hedge funds and large institutions have $968M invested in Simplify MBS ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
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
Lido Advisors
101
Lido Advisors
California
$320K
KWA
102
Kingswood Wealth Advisors
California
$317K
MPW
103
Magnolia Private Wealth
Pennsylvania
$313K
SA
104
SFI Advisors
New Jersey
$290K
MWM
105
Maridea Wealth Management
New York
$286K
BCM
106
Brookstone Capital Management
Illinois
$278K
FFS
107
Founders Financial Securities
Maryland
$275K
WPC
108
Wedmont Private Capital
Pennsylvania
$270K
VWM
109
Vigilare Wealth Management
Arizona
$255K
WT
110
Whittier Trust
California
$249K
SAM
111
Seelaus Asset Management
New Jersey
$246K
SFS
112
Sharp Financial Services
Pennsylvania
$242K
Bank of America
113
Bank of America
North Carolina
$236K
AWM
114
AE Wealth Management
Kansas
$234K
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$233K
BWM
116
BAM Wealth Management
Colorado
$218K
AIMA
117
Ables Iannone Moore & Associates
Georgia
$213K
CFD
118
Creative Financial Designs
Indiana
$168K
FFA
119
Farther Finance Advisors
California
$158K
GRP
120
Global Retirement Partners
California
$85.2K
HI
121
Harbour Investments
Wisconsin
$63.3K
WB
122
Webster Bank
Connecticut
$50.4K
CT
123
Colonial Trust
South Carolina
$50.4K
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$50.4K
BF
125
BOK Financial
Oklahoma
$37.5K