NMB Institutional Ownership & Shareholders
SIMPLIFY NATIONAL MUNI BND (NMB) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.06M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Simplify Asset Management Inc. is currently the largest disclosed institutional shareholder of NMB tracked by InsiderSet, reporting ownership valued at approximately $35.91M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $37.08M, representing an estimated gain of +3.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed NMB value among the investors covered in this analysis. Major shareholders include Simplify Asset Management Inc., Gfs Advisors, Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in SIMPLIFY NATIONAL MUNI BND (NMB).
This page ranks the largest institutional NMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$49.06M
Largest Holder
Simplify Asset Management Inc.
Largest Position
$35.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 0.61% | 1,553,376 | $35,906,286 | $37,079,862 | +$1,173,576 | +3.27% | |
| Gfs Advisors, Llc | 0.67% | 1,070 | $6,371,726 | $25,541 | -$6,346,185 | -99.60% | |
| Jpmorgan Chase & Co | 0.00% | 146,842 | $3,663,767 | $3,505,192 | -$158,575 | -4.33% | |
| Jane Street Group, Llc | 0.00% | 38,330 | $954,444 | $914,956 | -$39,488 | -4.14% | |
| Principal Securities, Inc. | 0.01% | 30,277 | $753,928 | $722,727 | -$31,201 | -4.14% | |
| Royal Bank Of Canada | 0.00% | 28,441 | $708,000 | $678,901 | -$29,099 | -4.11% | |
| Envestnet Asset Management Inc | 0.00% | 28,341 | $705,711 | $676,514 | -$29,197 | -4.14% | |
| Wedbush Securities Inc | 0.01% | 10,828 | $250 | $258,470 | +$258,220 | +103287.91% |
Frequently asked questions about NMB
Who are the largest institutional holders of NMB?
The largest institutional holders of NMB reported in the latest SEC Form 13F filings include Simplify Asset Management Inc., Gfs Advisors, Llc, Jpmorgan Chase & Co, Jane Street Group, Llc, and Principal Securities, Inc.. InsiderSet ranks institutional holders by their latest reported NMB position.
What is NMB institutional ownership?
This page tracks NMB positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY NATIONAL MUNI BND (NMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NMB?
InsiderSet currently tracks 8 institutional managers reporting NMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NMB shareholders.
How much NMB stock do institutions own?
Institutional investment managers disclosed approximately $49.06M in NMB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NMB institutional ownership last updated?
The latest NMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NMB position after the reporting date.
Are institutions buying or selling NMB?
Institutional buying and selling can be analyzed by comparing NMB positions across consecutive 13F reporting periods. InsiderSet's NMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NMB ownership changes.
How has NMB institutional ownership changed over time?
InsiderSet tracks NMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.