Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / NATL MUNI BD ETF
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Number of holders
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7
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Total 13F shares, excl. options
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1,852,533
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Shares change
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-1,061,644
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Total reported value, excl. options
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$46,739,534
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Value change
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-$26,785,254
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Number of buys
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5
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Number of sells
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2
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Price
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$25.23
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - NATL MUNI BD ETF (NMB) as of Q3 2025
As of 30 Sep 2025 SIMPLIFY EXCHANGE TRADED FUN - NATL MUNI BD ETF (NMB) had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,852,533 shares of stock of the company.
Largest 7 holders included Simplify Asset Management Inc., JPMORGAN CHASE & CO, OLD MISSION CAPITAL LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, ROYAL BANK OF CANADA, UBS Group AG, and PRINCIPAL SECURITIES, INC..
This table shows 7 institutional shareholders of the security as of 30 Sep 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.