SIMPLIFY EXCHANGE TRADED FUN MBS ETF is a security (CUSIP 82889N525) tracked across SEC portfolio filings. 156 institutional managers reported $958.5M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $194K via N-PORT as of 2024-12-31.
Showing 15 of 156 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $110.4M | 2,250,321 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $82.8M | 1,673,183 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $80.7M | 1,631,854 |
| Edge Wealth Management LLC | NEW YORK, NY | $53.5M | 1,090,758 |
| EVERGREEN CAPITAL MANAGEMENT LLC | Bellevue, WA | $51.8M | 1,054,709 |
| Watchman Group, Inc. | PLANO, TX | $44.3M | 902,254 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | NEWPORT BEACH, CA | $40.5M | 819,151 |
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | $32.1M | 649,295 |
| LPL Financial LLC | FORT MILL, SC | $28.8M | 582,643 |
| L2 Asset Management, LLC | Wayland, MA | $27.6M | 559,008 |
| Tortoise Investment Management, LLC | White Plains, NY | $25.5M | 515,238 |
| Aprio Wealth Management, LLC | ATLANTA, GA | $23.8M | 485,119 |
| Hilton Capital Management, LLC | Garden City, NY | $19.6M | 398,755 |
| Proficio Capital Partners LLC | Newton, MA | $19.0M | 383,745 |
| Pekin Hardy Strauss, Inc. | CHICAGO, IL | $18.8M | 383,511 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Leuthold Global Fund | Leuthold Funds Inc | $194K | 106.23% |