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