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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.

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 %
CT
126
Colonial Trust
South Carolina
$50.1K
GRP
127
Global Retirement Partners
California
$48.9K +$48.9K +976 New
IRC
128
Investors Research Corp
Georgia
$44.4K
BF
129
BOK Financial
Oklahoma
$37.3K
AF
130
Allworth Financial
California
$26.2K +$26.2K +523 New
Simplex Trading
131
Simplex Trading
Illinois
$21K +$6.28K +128 +43%
US Bancorp
132
US Bancorp
Minnesota
$19.7K +$19.7K +393 New
OWP
133
ORG Wealth Partners
Texas
$17.3K
AF
134
Advisornet Financial
Minnesota
$14.2K
SIS
135
Sound Income Strategies
Florida
$9.52K
RAM
136
Riggs Asset Management
Pennsylvania
$7.06K +$7.06K +141 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$6K
FHA
138
First Horizon Advisors
Tennessee
$4.08K +$4.08K +81 New
HI
139
Harbour Investments
Wisconsin
$3.26K
HPIA
140
Hamilton Point Investment Advisors
North Carolina
$2.66K +$2.66K +53 New
TC
141
Truvestments Capital
Florida
$2.35K
GWM
142
Geneos Wealth Management
Colorado
$1.5K -$1.37M -27,300 -100%
AssetMark Inc
143
AssetMark Inc
California
$1.2K +$1.2K +24 New
KG
144
Kilter Group
New York
$382 +$382 +8 New
SEI Investments
145
SEI Investments
Pennsylvania
-$146M -2,914,552 Closed
MERSOM
146
Municipal Employees' Retirement System of Michigan
Michigan
-$119M -2,378,493 Closed
LI
147
LHM Inc
Utah
-$7.59M -151,300 Closed
WWM
148
Whalen Wealth Management
Nevada
-$3.99M -79,548 Closed
KF
149
K2 Financial
California
-$1.27M -25,573 Closed
TC
150
TownSquare Capital
Utah
-$1.11M -22,094 Closed