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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
VF
126
Vawter Financial
Ohio
$246K
WT
127
Whittier Trust
California
$245K
OCM
128
Osbon Capital Management
Massachusetts
$236K
Bank of America
129
Bank of America
North Carolina
$232K
Raymond James Financial
130
Raymond James Financial
Florida
$214K
PCIA
131
Prime Capital Investment Advisors
Kansas
$209K
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$209K
UBS Group
133
UBS Group
Switzerland
$206K
NFG
134
Nations Financial Group
Iowa
$203K
OFO
135
OneAscent Family Office
Alabama
$201K
AAP
136
Arax Advisory Partners
Colorado
$183K
MWM
137
Mosley Wealth Management
California
$180K
RIA
138
Realta Investment Advisors
Delaware
$168K
CFD
139
Creative Financial Designs
Indiana
$168K
HI
140
Harbour Investments
Wisconsin
$128K
SFG
141
Strive Financial Group
Indiana
$127K
FFA
142
Farther Finance Advisors
California
$89.7K
AWM
143
AE Wealth Management
Kansas
$52.4K
CT
144
Colonial Trust
South Carolina
$49.5K
WB
145
Webster Bank
Connecticut
$49.5K
US Bancorp
146
US Bancorp
Minnesota
$48.1K
BF
147
BOK Financial
Oklahoma
$36.8K
EWM
148
Evermay Wealth Management
Virginia
$15.2K
AF
149
Advisornet Financial
Minnesota
$14K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$8.61K