8 institutions reported holding $42.7M of SIMPLIFY EXCHANGE TRADED FUN (NMB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Simplify Asset Management Inc. ($37.5M), JPMORGAN CHASE & CO ($3.7M), PRINCIPAL SECURITIES, INC. ($721,235), ENVESTNET ASSET MANAGEMENT INC ($684,736), Royal Bank of Canada ($9,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $37.5M | 1.6M | Hold |
| 2 | JPMORGAN CHASE & CO | $3.7M | 154,826 | Trimmed |
| 3 | PRINCIPAL SECURITIES, INC. | $721,235 | 29,852 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $684,736 | 28,341 | Added |
| 5 | Royal Bank of Canada | $9,000 | 379 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $0 | 0 | Exited |
| 8 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31