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NMB

Simplify National Muni Bond ETF

5 hedge funds and large institutions have $42.7M invested in Simplify National Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

4% less capital invested

Capital invested by funds: $44.4M → $42.7M (-$1.73M)

1.74% less ownership

Funds ownership: 95.96%94.23% (-1.7%)

38% less funds holding

Funds holding: 85 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
5
Holders Change
-3
Holders Change %
-37.5%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
2
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$37.5M
JP Morgan Chase
2
JP Morgan Chase
New York
$3.73M -$221K -8,942 -5%
PS
3
Principal Securities
Iowa
$721K +$408K +16,522 +124%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$685K +$401K +16,258 +135%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9K -$148K -5,979 -94%
Jane Street
6
Jane Street
New York
-$361K -14,415 Closed
KPWS
7
Kestra Private Wealth Services
Texas
-$298K -11,914 Closed
UBS Group
8
UBS Group
Switzerland
-$1.95K -78 Closed

NMB Hedge Fund Activity: Q1 2026 in Review

5 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify National Muni Bond ETF (NMB) for Q1 2026, worth a combined $42.7M — down 3.9% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NMB and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was Principal Securities, adding an estimated $408K. The largest seller was Jane Street, exiting entirely with an estimated $361K sold.

  • 5 institutional investors held Simplify National Muni Bond ETF (NMB) as of Q1 2026, down from 8 in Q4 2025.
  • Funds reported $42.7M of Simplify National Muni Bond ETF stock for Q1 2026, down 3.9% quarter-over-quarter.
  • 0 funds opened new Simplify National Muni Bond ETF positions in Q1 2026 and 3 closed out, a net change of -3 holders.
  • The largest Simplify National Muni Bond ETF buyer in Q1 2026 was Principal Securities, an estimated $408K added.
  • The largest Simplify National Muni Bond ETF seller in Q1 2026 was Jane Street, an estimated $361K sold.

Based on aggregated 13F filings for Q1 2026.