MTBA icon

Simplify MBS ETF

155 hedge funds and large institutions have $1.05B invested in Simplify MBS ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
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
KWA
101
Kingswood Wealth Advisors
California
$405K
SPIA
102
Steward Partners Investment Advisory
New York
$366K
AB
103
Atlas Brown
Kentucky
$350K
IAA
104
Ironsides Asset Advisors
North Carolina
$348K
HA
105
Hegarty Advisors
New York
$346K
BWM
106
BAM Wealth Management
Colorado
$339K
MOS
107
MGO One Seven
Ohio
$336K
SPWM
108
Straight Path Wealth Management
Michigan
$325K
Lido Advisors
109
Lido Advisors
California
$321K
Comerica Bank
110
Comerica Bank
Texas
$320K
MPW
111
Magnolia Private Wealth
Pennsylvania
$314K
RWM
112
Revisor Wealth Management
Ohio
$295K
SA
113
SFI Advisors
New Jersey
$290K
FFS
114
Founders Financial Securities
Maryland
$275K
WPC
115
Wedmont Private Capital
Pennsylvania
$270K
SAM
116
Seelaus Asset Management
New Jersey
$268K
SFS
117
Sharp Financial Services
Pennsylvania
$262K
VWM
118
Vigilare Wealth Management
Arizona
$255K
MWM
119
Meridian Wealth Management
Kentucky
$253K
MWM
120
Mosley Wealth Management
California
$253K
VF
121
Vawter Financial
Ohio
$251K
WT
122
Whittier Trust
California
$250K
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$242K
Bank of America
124
Bank of America
North Carolina
$236K
IAA
125
Independent Advisor Alliance
North Carolina
$219K