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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
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
SFS
101
Sharp Financial Services
Pennsylvania
$445K
VA
102
Vident Advisory
Georgia
$438K
NA
103
NewEdge Advisors
Louisiana
$434K
MCCA
104
Mill Creek Capital Advisors
Pennsylvania
$426K
KOCAA
105
Knights of Columbus Asset Advisors
Connecticut
$423K
MG
106
Mather Group
Illinois
$420K
HSA
107
HBK Sorce Advisory
Pennsylvania
$406K
KIG
108
Kennedy Investment Group
New Jersey
$399K
KWA
109
Kingswood Wealth Advisors
California
$398K
AWMS
110
Advocacy Wealth Management Services
Georgia
$374K
SPIA
111
Steward Partners Investment Advisory
New York
$363K
RWM
112
Revisor Wealth Management
Ohio
$362K
AIMA
113
Ables Iannone Moore & Associates
Georgia
$347K
AB
114
Atlas Brown
Kentucky
$344K
BWM
115
BAM Wealth Management
Colorado
$338K
MOS
116
MGO One Seven
Ohio
$335K
MPW
117
Magnolia Private Wealth
Pennsylvania
$317K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$313K
MA
119
Mutual Advisors
Nebraska
$305K
Lido Advisors
120
Lido Advisors
California
$301K
SPWM
121
Straight Path Wealth Management
Michigan
$299K
IAA
122
Ironsides Asset Advisors
North Carolina
$289K
FFS
123
Founders Financial Securities
Maryland
$284K
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$279K
SAM
125
Seelaus Asset Management
New Jersey
$271K