5 institutions reported holding $40.4M of SIMPLIFY (NMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Simplify Asset Management Inc. ($38.7M), PRINCIPAL SECURITIES, INC. ($753,928), ENVESTNET ASSET MANAGEMENT INC ($705,711), WEDBUSH SECURITIES INC ($270,000), GFS Advisors, LLC ($26,644). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $38.7M | 1.6M | Hold |
| 2 | PRINCIPAL SECURITIES, INC. | $753,928 | 30,277 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $705,711 | 28,341 | Hold |
| 4 | WEDBUSH SECURITIES INC | $270,000 | 10,828 | New |
| 5 | GFS Advisors, LLC | $26,644 | 191,148 | New |
Source: SEC Form 13F filings · as of 2026-06-30