# SIMPLIFY EXCHANGE TRADED FUN MBS ETF

SIMPLIFY EXCHANGE TRADED FUN MBS ETF is a security (CUSIP 82889N525) tracked across SEC portfolio filings. 155 institutional managers reported $968.1M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $194K via N-PORT as of 2024-12-31.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: MBS ETF
- CUSIP: 82889N525
- Asset category: EC
- 13F holders: 155
- 13F value: $968.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $194K
- N-PORT report: 2024-12-31

## Top institutional holders (Form 13F)

_Showing 15 of 155 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $110.4M | 2,250,321 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $95.1M | 1,937,978 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $82.8M | 1,673,183 |
| [Edge Wealth Management LLC](https://search.stillhousedata.com/firm/142380) | NEW YORK, NY | $53.5M | 1,090,758 |
| [EVERGREEN CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/104931) | Bellevue, WA | $51.8M | 1,054,709 |
| [Watchman Group, Inc.](https://search.stillhousedata.com/firm/133690) | PLANO, TX | $44.3M | 902,254 |
| [KNIGHTSBRIDGE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110347) | NEWPORT BEACH, CA | $40.5M | 819,151 |
| [CreativeOne Wealth, LLC](https://search.stillhousedata.com/firm/281213) | OVERLAND PARK, KS | $32.1M | 649,295 |
| [L2 Asset Management, LLC](https://search.stillhousedata.com/firm/172688) | Wayland, MA | $27.6M | 559,008 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $26.7M | 544,297 |
| [Tortoise Investment Management, LLC](https://search.stillhousedata.com/firm/128723) | WHITE PLAINS, NY | $25.9M | 527,409 |
| [Aprio Wealth Management, LLC](https://search.stillhousedata.com/firm/127333) | ATLANTA, GA | $23.8M | 485,119 |
| [Hilton Capital Management, LLC](https://search.stillhousedata.com/firm/116357) | 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 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Leuthold Global Fund](https://search.stillhousedata.com/fund/S000020808) | Leuthold Funds Inc | $194K | 106.23% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889n525.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.