Simplify National Muni BNDNMBETF

13F holders, Q1 2025 (March 31)
7holders
1new positions
1sold out
$22.61avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding Simplify National Muni BND (NMB) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Simplify Asset Management Inc. ($70.6M), Goldman Sachs Group Inc. ($4.5M) and Bank of America Corp. ($4.5M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$443K
Exits1$399K

All 13F filers, Q4 2024 → Q1 2025: 20,341 shares bought and 29,703 shares sold, net −9,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Simplify Asset Management Inc. 3.29% Reduce -0.2% 3,121,709 $70.6M
Goldman Sachs Group Inc. 0.00% Add +0.4% 200,742 $4.5M
Bank of America Corp. 0.00% No change 200,000 $4.5M
JPMorgan Chase & Co. 0.00% No change 191,288 $4.3M
Susquehanna International Group, LLP 0.00% New 19,599 $443K
Royal Bank of Canada 0.00% Reduce -57.3% 6,147 $139K
Principal Securities, Inc. 0.00% No change 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.