# SIMPLIFY EXCHANGE TRADED FUN (XV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XV/

- Reporting holders: 20
- Reported value: $53.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Simplify Asset Management Inc.](https://holderbook.com/funds/1846368-simplify-asset-management-inc/) | $15.5M | 624,406 | 0.2% | 5 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $13.1M | 526,654 | 0.0% | 4 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $8.1M | 328,521 | 0.1% | 4 |
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $6.2M | 251,782 | 0.1% | 5 |
| [Owen LaRue, LLC](https://holderbook.com/funds/1965328-owen-larue-llc/) | $2.0M | 80,307 | 0.7% | 3 |
| [Millington Financial Advisors, LLC](https://holderbook.com/funds/1924615-millington-financial-advisors-llc/) | $1.7M | 69,537 | 0.7% | 3 |
| [Brookwood Investment Group LLC](https://holderbook.com/funds/2066812-brookwood-investment-group-llc/) | $1.5M | 60,380 | 0.2% | 4 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $1.2M | 47,772 | 0.0% | 4 |
| [MATHER GROUP, LLC.](https://holderbook.com/funds/1527641-mather-group-llc/) | $988.5K | 39,890 | 0.0% | 2 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $863.0K | 34,834 | 0.0% | 1 |
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $553.0K | 22,317 | 0.0% | 2 |
| [WealthCare Asset Management, LLC](https://holderbook.com/funds/2034181-wealthcare-asset-management-llc/) | $527.0K | 21,266 | 0.2% | 2 |
| [LANARK FINANCIAL, INC.](https://holderbook.com/funds/791540-lanark-financial-inc/) | $322.2K | 13,002 | 0.0% | 3 |
| [Legacy Wealth Managment, LLC/ID](https://holderbook.com/funds/2045082-legacy-wealth-managment-llc-id/) | $295.3K | 11,917 | 0.1% | 2 |
| [Crusonia Wealth Advisors LLC](https://holderbook.com/funds/2112003-crusonia-wealth-advisors-llc/) | $271.9K | 10,971 | 0.0% | 1 |
| [ISLAY CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1738560-islay-capital-management-llc/) | $130.7K | 5,275 | 0.1% | 4 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $21.4K | 862 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $4.6K | 187 | 0.0% | 1 |
| [Clearstead Advisors, LLC](https://holderbook.com/funds/842775-clearstead-advisors-llc/) | $1.9K | 75 | 0.0% | 3 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $28 | 1 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $53.3M |
| Q1 2026 | 18 | $35.6M |
| Q4 2025 | 16 | $32.6M |
| Q3 2025 | 15 | $34.6M |
| Q2 2025 | 3 | $29.9M |