Simplify National Muni BNDNMBETF

13F holders, Q4 2025 (December 31)
8holders +1
2new positions
1sold out
$25.01avg. 13F price*

At the end of Q4 2025, 8 institutions reported holding Simplify National Muni BND (NMB) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Simplify Asset Management Inc. ($38.8M), JPMorgan Chase & Co. ($4.1M) and Jane Street Group, LLC ($361K).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$663K
Exits1$2.5M

All 13F filers, Q3 2025 → Q4 2025: 39,111 shares bought and 116,322 shares sold, net −77,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Simplify Asset Management Inc. 0.64% No change 1,553,376 $38.8M
JPMorgan Chase & Co. 0.00% Reduce -6.1% 163,768 $4.1M
Jane Street Group, LLC 0.00% New 14,415 $361K
Principal Securities, Inc. 0.01% Add +977.6% 13,330 $333K
Envestnet Asset Management Inc. 0.00% New 12,083 $302K
Kestra Private Wealth Services, LLC 0.00% Add +4.6% 11,914 $298K
Royal Bank of Canada 0.00% Reduce -32.3% 6,358 $159K
UBS Group AG 0.00% Reduce -98.1% 78 $2K

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