Vault-13

SIMPLIFY EXCHANGE TRADED FUN NMB

NATL MUNI BD ETF · ETP · CUSIP 82889N442

8 institutional holders +3 vs Q1 2026
2,028,6532.0m shares reported held*
$52.1mreported value*
3 new 2 added 1 reduced 0 sold out net bought ≈ $6.5m (+261.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.70.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 24: 7Q4 24: 8Q1 25: 8Q2 25: 6Q3 25: 7Q4 25: 8Q1 26: 5Q2 26: 88Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20247
Q4 20248
Q1 20258
Q2 20256
Q3 20257
Q4 20258
Q1 20265
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q4 24: 1 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 3 cut or sold outQ2 25: 3 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 2 cut or sold outQ4 25: 4 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 5 cut or sold outQ2 26: 5 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202413
Q1 202523
Q2 202534
Q3 202552
Q4 202544
Q1 202625
Q2 202651

Biggest buyers

GFS Advisors, LLC New +192,218+192.2k
JANE STREET GROUP, LLC New +38,330+38.3k
ROYAL BANK OF CANADA Added +28,062+28.1k
WEDBUSH SECURITIES INC New +10,828+10.8k
PRINCIPAL SECURITIES, INC. Added +425+425

Biggest sellers

JPMORGAN CHASE & CO Reduced -7,984-8.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Simplify Asset Management Inc. 0.55% of their portfolio Las Vegas, NV 1,553,3761.6m $38.7m $38.7m 0.55% Unchanged
2 GFS Advisors, LLC 0.33% of their portfolio HOUSTON, TX 192,218192.2k $6.4m $6.4m 0.33% New
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 146,842146.8k $3.7m $3.7m 0.00% Reduced -8.0k -7,984
4 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 38,33038.3k $954.4k $954.4k 0.00% New
5 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 30,27730.3k $753.9k $753.9k 0.01% Added +425 +425
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 28,44128.4k $708.0k $708.0k 0.00% Added +28.1k +28,062
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 28,34128.3k $705.7k $705.7k 0.00% Unchanged
8 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 10,82810.8k $270.0k $270.0k 0.01% New