Simplify Exchange Traded Funds - NMB
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | History | Reduced | 3,121,709 | 70,581 | 2.64% | 3.75% | 1 | -5,001 | -0.16% | Q1 2025 | May 13, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 200,742 | 4,538 | 0.0% | 0.0% | 2 | +742 | 0.37% | Q1 2025 | Jun 27, 2025 |
| BANK OF AMERICA CORP /DE/ | History | No change | 200,000 | 4,522 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2025 | May 15, 2025 |
| JPMORGAN CHASE & CO | History | No change | 191,288 | 4,325 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2025 | May 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,599 | 443 | 0.0% | — | 5 | +19,599 | New | Q1 2025 | May 14, 2025 |
| ROYAL BANK OF CANADA | History | Reduced | 6,147 | 139 | 0.0% | 0.0% | 6 | -8,249 | -57.3% | Q1 2025 | Nov 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,000 | 24 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2025 | Apr 30, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,453 | -100.0% | Q4 2024 | Feb 14, 2025 |