Funds holding Simplify MBS ETF
4 funds declare a position · 2 ETFs and 2 other funds · 25.3M $ · US82889N5251
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Horizon Active Income Fund Horizon Funds | 284,217 | 14.4M $ | 4.92 % | as of Feb 28, 2026 · Original filing |
| Calamos Nasdaq Equity & Income ETF Calamos ETF Trust | 119,060 | 5.9M $ | 24.32 % | as of Apr 30, 2026 · Original filing |
| Hilton Tactical Income Fund Direxion Funds | 96,280 | 4.9M $ | 3.57 % | as of Feb 28, 2026 · Original filing |
| FIS Faith Income ETF FIS Trust | 3,200 | 158.3K $ | 3.97 % | as of Mar 31, 2026 · Original filing |
Institutional managers
155 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2,474,122 | 122.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,673,183 | 82.8M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 1,631,854 | 80.7M $ | as of Mar 31, 2026 |
| Edge Wealth Management LLC | 1,071,359 | 53M $ | as of Mar 31, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,061,848 | 52.5M $ | as of Mar 31, 2026 |
| Watchman Group, Inc. | 877,875 | 43.4M $ | as of Mar 31, 2026 |
| Hilton Capital Management, LLC | 855,402 | 42.3M $ | as of Mar 31, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 819,151 | 40.5M $ | as of Mar 31, 2026 |
| CreativeOne Wealth, LLC | 649,295 | 32.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 582,643 | 28.8M $ | as of Mar 31, 2026 |
| L2 Asset Management, LLC | 559,008 | 27.6M $ | as of Mar 31, 2026 |
| Tortoise Investment Management, LLC | 515,238 | 25.5M $ | as of Mar 31, 2026 |
| Aprio Wealth Management, LLC | 463,325 | 22.9M $ | as of Mar 31, 2026 |
| Convergence Financial, LLC | 462,501 | 22.9M $ | as of Mar 31, 2026 |
| Pekin Hardy Strauss, Inc. | 410,028 | 20.3M $ | as of Mar 31, 2026 |
| Proficio Capital Partners LLC | 383,745 | 19M $ | as of Mar 31, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 379,512 | 18.8M $ | as of Mar 31, 2026 |
| PEAK FINANCIAL ADVISORS LLC | 343,050 | 17M $ | as of Mar 31, 2026 |
| Horizon Investments, LLC | 301,338 | 14.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 291,789 | 14.4M $ | as of Mar 31, 2026 |
| WealthPlan Investment Management, LLC | 286,783 | 14.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 261,015 | 12.9M $ | as of Mar 31, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | 245,329 | 12.1M $ | as of Mar 31, 2026 |
| True Wealth Design, LLC | 229,914 | 11.4M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 227,652 | 11.3M $ | as of Mar 31, 2026 |