DOSSIER · 13F Holders · Q2 2026
NMB

SIMPLIFY EXCHANGE TRADED FUN

7 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N442·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$51M
visible holders
Holders
7
filers reporting
Concentration
75.98%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported NMB in Q2 2026. Simplify Asset Management Inc. leads at 76.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$39M1.6M0.54%Q2 2026
02
GFS Advisors, LLC
CIK 0001427263
$6M192K0.34%Q2 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$4M147K0.00%Q2 2026
04
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$754K30K0.01%Q2 2026
05
ROYAL BANK OF CANADA
CIK 0001000275
$708K28K0.00%Q2 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$706K28K0.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at SIMPLIFY EXCHANGE TRADED FUN
Ubs Ag