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NMB — SIMPLIFY NATIONAL MUNI BND

Reported value held$12.73M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)1
Institutional value$3.66M · 146.84K sh
New / Add / Cut / Exit1 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%

As of Q2 2026, 1 SEC-registered investment managers reported holding NMB (SIMPLIFY NATIONAL MUNI BND) in their latest 13F filings, with a combined reported value of $3.66M across 146.84K shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 146.84K $3.66M 0.00% New

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 163.77K $4.10M 0.00% Reduce
UBS Group AG history 78 $1.95K 0.00% Reduce

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 174.47K $4.40M 0.00% Reduce
UBS Group AG history 4.17K $105.13K 0.00% Add

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 191.29K $4.78M 0.00% Hold
JPMorgan Chase & Co history 191.29K $4.78M 0.00% Hold
UBS Group AG history 125 $3.12K 0.00% New

Q1 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 200.74K $4.54M 0.00% Hold
Goldman Sachs Group history 200.74K $4.54M 0.00% Hold
Bank of America Corp history 200.00K $4.52M 0.00% Hold
JPMorgan Chase & Co history 191.29K $4.33M 0.00% Hold
JPMorgan Chase & Co history 191.29K $4.33M 0.00% Hold

Q4 2024 — 3 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 200.00K $4.85M 0.00% Hold
Bank of America Corp history 200.00K $4.85M 0.00% Hold
JPMorgan Chase & Co history 191.29K $4.64M 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
JPMorgan Chase & Co 146.84K 163.77K 174.47K 191.29K 191.29K 191.29K 199.90K
Goldman Sachs Group — — — — 200.74K 200.00K 200.00K
UBS Group AG — 78 4.17K 125 — — —
Bank of America Corp — — — — 200.00K 200.00K 200.00K

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