Simplify National Muni BNDNMBETF

13F holders, Q4 2024 (December 31)
7holders +1
1new positions
0sold out
$24.25avg. 13F price*

At the end of Q4 2024, 7 institutions reported holding Simplify National Muni BND (NMB) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Simplify Asset Management Inc. ($75.8M), Goldman Sachs Group Inc. ($4.8M) and Bank of America Corp. ($4.8M).

Company
Simplify National Muni BND
CUSIP
82889N442
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q3 2024: 6Q3 2024Q4 2024: 7Q4 2024Q1 2025: 7Q1 2025Q2 2025: 5Q2 2025Q3 2025: 7Q3 2025Q4 2025: 8Q4 2025Q1 2026: 5Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$24K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 1,000 shares bought and 22,826 shares sold, net −21,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Simplify Asset Management Inc. 5.27% No change 3,126,710 $75.8M
Goldman Sachs Group Inc. 0.00% No change 200,000 $4.8M
Bank of America Corp. 0.00% No change 200,000 $4.8M
JPMorgan Chase & Co. 0.00% Reduce -4.3% 191,288 $4.6M
Jane Street Group, LLC 0.00% Reduce -39.0% 16,453 $399K
Royal Bank of Canada 0.00% Reduce -20.4% 14,396 $349K
Principal Securities, Inc. 0.00% New 1,000 $24K

"% of holder's portfolio" is NMB's weight in each manager's 13F, not the share of Simplify National Muni BND the manager owns.