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Simplify MBS ETF

157 hedge funds and large institutions have $1.09B invested in Simplify MBS ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1% less funds holding

Funds holding: 158157 (-1)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$6.87M)

1.5% less ownership

Funds ownership: 65.59%64.09% (-1.5%)

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
1.93%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
78
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sharp Financial Services
Pennsylvania
$445K +$191K +3,790 +73%
VA
102
Vident Advisory
Georgia
$438K +$445K +8,848 New
NA
103
NewEdge Advisors
Louisiana
$434K -$74.5K -1,481 -14%
MCCA
104
Mill Creek Capital Advisors
Pennsylvania
$426K -$62.1K -1,235 -13%
KOCAA
105
Knights of Columbus Asset Advisors
Connecticut
$423K -$549K -10,910 -56%
MG
106
Mather Group
Illinois
$420K +$427K +8,491 New
HSA
107
HBK Sorce Advisory
Pennsylvania
$406K +$5.98K +119 +1%
KIG
108
Kennedy Investment Group
New Jersey
$399K +$406K +8,069 New
KWA
109
Kingswood Wealth Advisors
California
$398K
AWMS
110
Advocacy Wealth Management Services
Georgia
$374K -$38.1K -758 -9%
SPIA
111
Steward Partners Investment Advisory
New York
$363K +$3.92K +78 +1%
RWM
112
Revisor Wealth Management
Ohio
$362K +$73.9K +1,470 +25%
AIMA
113
Ables Iannone Moore & Associates
Georgia
$347K -$53.8K -1,070 -13%
AB
114
Atlas Brown
Kentucky
$344K
BWM
115
BAM Wealth Management
Colorado
$338K +$5.98K +119 +2%
MOS
116
MGO One Seven
Ohio
$335K +$5.68K +113 +2%
MPW
117
Magnolia Private Wealth
Pennsylvania
$317K +$8.85K +176 +3%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$313K +$318K +6,330 New
MA
119
Mutual Advisors
Nebraska
$305K +$310K +6,166 New
Lido Advisors
120
Lido Advisors
California
$301K -$14.2K -282 -4%
SPWM
121
Straight Path Wealth Management
Michigan
$299K -$20.1K -400 -6%
IAA
122
Ironsides Asset Advisors
North Carolina
$289K -$52.9K -1,053 -15%
FFS
123
Founders Financial Securities
Maryland
$284K +$12.4K +246 +5%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$279K +$284K +5,640 New
SAM
125
Seelaus Asset Management
New Jersey
$271K +$7.84K +156 +3%