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Simplify MBS ETF

155 hedge funds and large institutions have $1.05B invested in Simplify MBS ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
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
NFG
126
Nations Financial Group
Iowa
$202K
OFO
127
OneAscent Family Office
Alabama
$202K
EPW
128
Evolve Private Wealth
California
$201K
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$189K
CFD
130
Creative Financial Designs
Indiana
$170K
AAP
131
Arax Advisory Partners
Colorado
$154K
SFG
132
Strive Financial Group
Indiana
$140K
AWM
133
AE Wealth Management
Kansas
$134K
HI
134
Harbour Investments
Wisconsin
$130K
FFA
135
Farther Finance Advisors
California
$90.2K
GRP
136
Global Retirement Partners
California
$81.4K
JWCA
137
J.W. Cole Advisors
Florida
$75.6K
KAS
138
Kestra Advisory Services
Texas
$70.7K
US Bancorp
139
US Bancorp
Minnesota
$60.9K
WB
140
Webster Bank
Connecticut
$50.4K
CT
141
Colonial Trust
South Carolina
$50.4K
TCM
142
Tradewinds Capital Management
Washington
$50.4K
BF
143
BOK Financial
Oklahoma
$37.6K
IRC
144
Investors Research Corp
Georgia
$22.5K
OWP
145
ORG Wealth Partners
Texas
$14.4K
AF
146
Advisornet Financial
Minnesota
$14.3K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$14.3K
IIM
148
IFC & Insurance Marketing
California
$10K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$8.77K
IA
150
IFP Advisors
Florida
$8.42K