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Simplify MBS ETF

156 hedge funds and large institutions have $1.06B invested in Simplify MBS ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
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
HSA
101
HBK Sorce Advisory
Pennsylvania
$408K
KWA
102
Kingswood Wealth Advisors
California
$405K
SPIA
103
Steward Partners Investment Advisory
New York
$366K
AB
104
Atlas Brown
Kentucky
$350K
IAA
105
Ironsides Asset Advisors
North Carolina
$348K
HA
106
Hegarty Advisors
New York
$346K
BWM
107
BAM Wealth Management
Colorado
$339K
MOS
108
MGO One Seven
Ohio
$336K
SPWM
109
Straight Path Wealth Management
Michigan
$325K
Lido Advisors
110
Lido Advisors
California
$321K
Comerica Bank
111
Comerica Bank
Texas
$320K
MPW
112
Magnolia Private Wealth
Pennsylvania
$314K
RWM
113
Revisor Wealth Management
Ohio
$295K
SA
114
SFI Advisors
New Jersey
$290K
FFS
115
Founders Financial Securities
Maryland
$275K
WPC
116
Wedmont Private Capital
Pennsylvania
$270K
SAM
117
Seelaus Asset Management
New Jersey
$268K
SFS
118
Sharp Financial Services
Pennsylvania
$262K
VWM
119
Vigilare Wealth Management
Arizona
$255K
MWM
120
Meridian Wealth Management
Kentucky
$253K
MWM
121
Mosley Wealth Management
California
$253K
VF
122
Vawter Financial
Ohio
$251K
WT
123
Whittier Trust
California
$250K
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$242K
Bank of America
125
Bank of America
North Carolina
$236K