SIMPLIFY EXCHANGE TRADED FUN (NMB)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
7
Reporting holders
$51.9M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $38.7M | 1,553,376 | 0.54% | 8q | HELD |
| GFS Advisors, LLC | $6.4M | 192,218 | 0.34% | new | NEW |
| JPMORGAN CHASE & CO | $3.7M | 146,842 | 0.00% | 8q | -5.2%-$199.2K |
| JANE STREET GROUP, LLC | $954.4K | 38,330 | 0.00% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $753.9K | 30,277 | 0.01% | 7q | +1.4%+$10.6K |
| ROYAL BANK OF CANADA | $708.0K | 28,441 | 0.00% | 8q | +7404.2%+$698.6K |
| ENVESTNET ASSET MANAGEMENT INC | $705.7K | 28,341 | 0.00% | 3q | HELD |
| WEDBUSH SECURITIES INC | $270 | 10,828 | 0.01% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $51.9M | 2,017,825 | 2 | 2 | 1 | 0.0% |
| Q1 2026 | 5 | $42.7M | 1,766,774 | 0 | 2 | 2 | 0.0% |
| Q4 2025 | 8 | $44.4M | 1,775,322 | 2 | 2 | 3 | 0.0% |
| Q3 2025 | 7 | $51.1M | 2,027,002 | 2 | 3 | 2 | 0.0% |
| Q2 2025 | 5 | $73.0M | 2,921,647 | 1 | 2 | 1 | 0.0% |
| Q1 2025 | 7 | $84.6M | 3,740,485 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 7 | $90.9M | 3,749,847 | 1 | 0 | 3 | 0.0% |
| Q3 2024 | 6 | $100.1M | 3,971,573 | 6 | 0 | 0 | 0.0% |