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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
IAA
126
Independent Advisor Alliance
North Carolina
$219K
NFG
127
Nations Financial Group
Iowa
$202K
OFO
128
OneAscent Family Office
Alabama
$202K
EPW
129
Evolve Private Wealth
California
$201K
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$189K
CFD
131
Creative Financial Designs
Indiana
$170K
AAP
132
Arax Advisory Partners
Colorado
$154K
SFG
133
Strive Financial Group
Indiana
$140K
AWM
134
AE Wealth Management
Kansas
$134K
HI
135
Harbour Investments
Wisconsin
$130K
FFA
136
Farther Finance Advisors
California
$90.2K
GRP
137
Global Retirement Partners
California
$81.4K
JWCA
138
J.W. Cole Advisors
Florida
$75.6K
KAS
139
Kestra Advisory Services
Texas
$70.7K
US Bancorp
140
US Bancorp
Minnesota
$60.9K
WB
141
Webster Bank
Connecticut
$50.4K
CT
142
Colonial Trust
South Carolina
$50.4K
TCM
143
Tradewinds Capital Management
Washington
$50.4K
BF
144
BOK Financial
Oklahoma
$37.6K
IRC
145
Investors Research Corp
Georgia
$22.5K
OWP
146
ORG Wealth Partners
Texas
$14.4K
AF
147
Advisornet Financial
Minnesota
$14.3K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$14.3K
IIM
149
IFC & Insurance Marketing
California
$10K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$8.77K