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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 %
KWA
101
Kingswood Wealth Advisors
California
$315K
MPW
102
Magnolia Private Wealth
Pennsylvania
$311K +$401 +8 +0.1%
FFS
103
Founders Financial Securities
Maryland
$272K +$272K +5,440 New
WPC
104
Wedmont Private Capital
Pennsylvania
$267K
AB
105
Atlas Brown
Kentucky
$260K +$50.1K +1,000 +24%
GA
106
GFS Advisors
Texas
$260K -$920K -18,390 -78%
VWM
107
Vigilare Wealth Management
Arizona
$253K -$50.4K -1,006 -17%
FSA
108
Fort Sheridan Advisors
Illinois
$252K +$252K +5,038 New
WT
109
Whittier Trust
California
$247K +$250 +5 +0.1%
Bank of America
110
Bank of America
North Carolina
$235K -$358K -7,150 -60%
SAM
111
Strategy Asset Managers
California
$228K +$1.9K +38 +0.8%
MWM
112
Maridea Wealth Management
New York
$222K +$222K +4,430 New
AIMA
113
Ables Iannone Moore & Associates
Georgia
$215K +$2.5K +50 +1%
MFG
114
Magnus Financial Group
New York
$213K -$100 -2 -0%
AWM
115
AE Wealth Management
Kansas
$209K -$3.47M -69,337 -94%
SA
116
SFI Advisors
New Jersey
$202K +$202K +4,040 New
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$201K -$232K -4,631 -54%
CFD
118
Creative Financial Designs
Indiana
$159K +$71.2K +1,421 +81%
Raymond James Financial
119
Raymond James Financial
Florida
$111K +$111K +2,222 New
AAS
120
Ameritas Advisory Services
Nebraska
$97.9K -$883K -17,621 -90%
TSMHT
121
Thurston Springer Miller Herd & Titak
Indiana
$62.4K +$16.8K +336 +37%
FFA
122
Farther Finance Advisors
California
$58.2K +$21.8K +435 +60%
HNB
123
Huntington National Bank
Ohio
$54K -$41.8K
AAP
124
Arax Advisory Partners
Colorado
$51.1K -$2.51K -50 -5%
WB
125
Webster Bank
Connecticut
$50.1K