SIMPLIFY EXCHANGE TRADED FUN (XV)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
19
Reporting holders
$45.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $15.5M | 624,406 | 0.22% | 5q | HELD |
| PRINCIPAL SECURITIES, INC. | $8.1M | 328,521 | 0.10% | 4q | +43.1%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $6.5M | 263,327 | 0.00% | 4q | +48.3%+$2.1M |
| CreativeOne Wealth, LLC | $6.2M | 251,782 | 0.13% | 5q | +52.5%+$2.1M |
| Owen LaRue, LLC | $2.0M | 80,307 | 0.69% | 3q | HELD |
| Millington Financial Advisors, LLC | $1.7M | 69,537 | 0.67% | 3q | +79.8%+$759.0K |
| Brookwood Investment Group LLC | $1.5M | 60,380 | 0.17% | 4q | -10.8%-$181.4K |
| OLD MISSION CAPITAL LLC | $1.2M | 47,772 | 0.02% | 4q | -0.6%-$7.1K |
| MATHER GROUP, LLC. | $988.5K | 39,890 | 0.01% | 2q | +128.4%+$555.6K |
| Brookstone Capital Management | $553.0K | 22,317 | 0.01% | 2q | +46.7%+$176.0K |
| WealthCare Asset Management, LLC | $527.0K | 21,266 | 0.22% | 2q | +102.1%+$266.3K |
| LANARK FINANCIAL, INC. | $322.2K | 13,002 | 0.02% | 3q | +120.9%+$176.4K |
| Legacy Wealth Managment, LLC/ID | $295.3K | 11,917 | 0.12% | 2q | +3112.1%+$286.1K |
| Crusonia Wealth Advisors LLC | $271.9K | 10,971 | 0.04% | new | NEW |
| ISLAY CAPITAL MANAGEMENT, LLC | $130.7K | 5,275 | 0.06% | 4q | HELD |
| AE Wealth Management LLC | $21.4K | 862 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $4.6K | 187 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $1.9K | 75 | 0.00% | 3q | -87.0%-$12.4K |
| Janney Montgomery Scott LLC | $863 | 34,834 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $28 | 1 | 0.00% | 4q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $45.9M | 1,851,795 | 3 | 9 | 4 | 0.0% |
| Q1 2026 | 18 | $35.6M | 1,511,363 | 5 | 9 | 2 | 0.0% |
| Q4 2025 | 16 | $32.6M | 1,285,886 | 4 | 7 | 4 | 0.0% |
| Q3 2025 | 15 | $34.6M | 1,299,877 | 12 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $29.9M | 1,124,075 | 3 | 0 | 0 | 0.0% |