Simplify National Muni BNDNMBETF

13F holders, Q3 2025 (September 30)
7holders +2
2new positions
0sold out
$25.23avg. 13F price*

At the end of Q3 2025, 7 institutions reported holding Simplify National Muni BND (NMB) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Simplify Asset Management Inc. ($39.2M), JPMorgan Chase & Co. ($4.4M) and Old Mission Capital LLC ($2.5M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$2.8M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 115,875 shares bought and 1,177,519 shares sold, net −1,061,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Simplify Asset Management Inc. 0.79% Reduce -42.8% 1,553,376 $39.2M
JPMorgan Chase & Co. 0.00% Reduce -8.8% 174,469 $4.4M
Old Mission Capital LLC 0.09% New 98,501 $2.5M
Kestra Private Wealth Services, LLC 0.00% New 11,394 $287K
Royal Bank of Canada 0.00% Add +25.7% 9,389 $237K
UBS Group AG 0.00% Add +3233.6% 4,167 $105K
Principal Securities, Inc. 0.00% Add +1.6% 1,237 $31K

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