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NMB SIMPLIFY EXCHANGE TRADED FUN

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NATL MUNI BD ETF (fund)

6 managers (6 13F filers) reported a position in NMB shares at 2025-06-30, 2,914,177 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
6
13F filers
6
New
1
Added
2
Reduced
1
Sold out
3
Shares held by filers
2,914,177

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Simplify Asset Management Inc.2,714,076$67.8M4.11%-407,63313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO191,288$4.78M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,470$187K<0.01%+1,32313F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,218$30.4K<0.01%+21813F-HRTimelineGroup
UBS Group AGin group UBS Group AG125$3.12K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.