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Disclosery

NMB SIMPLIFY EXCHANGE TRADED FUN

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NATL MUNI BD ETF (fund)

8 managers (8 13F filers) reported a position in NMB shares at 2025-12-31, 1,775,322 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
8
13F filers
8
New
2
Added
2
Reduced
3
Sold out
1
Shares held by filers
1,775,322

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.1,553,376$38.8M0.64%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO163,768$4.1M<0.01%-10,70113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,415$361K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,330$333K0.01%+12,09313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,083$302K<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,914$298K<0.01%+52013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,358$159K<0.01%-3,03113F-HRTimelineGroup
UBS Group AGin group UBS Group AG78$1.95K<0.01%-4,08913F-HRTimelineGroup