Simplify National Muni BNDNMBETF

13F holders, Q1 2026 (March 31)
5holders −3
0new positions
3sold out
$24.15avg. 13F price*

At the end of Q1 2026, 5 institutions reported holding Simplify National Muni BND (NMB) in their 13F filings, down 3 from Q4 2025. 0 opened new positions and 3 sold out. The largest holders were Simplify Asset Management Inc. ($37.5M), JPMorgan Chase & Co. ($3.7M) and Principal Securities, Inc. ($721K).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits3$660K

All 13F filers, Q4 2025 → Q1 2026: 32,780 shares bought and 41,328 shares sold, net −8,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Simplify Asset Management Inc. 0.58% No change 1,553,376 $37.5M
JPMorgan Chase & Co. 0.00% Reduce -5.5% 154,826 $3.7M
Principal Securities, Inc. 0.01% Add +124.0% 29,852 $721K
Envestnet Asset Management Inc. 0.00% Add +134.6% 28,341 $685K
Royal Bank of Canada 0.00% Reduce -94.0% 379 $9K

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