SIMPLIFY EXCHANGE TRADED FUN (XV)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
20
Reporting holders
$53.3M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $15.5M | 624,406 | 0.22% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $13.1M | 526,654 | 0.00% | 4q | +196.5%+$8.6M |
| PRINCIPAL SECURITIES, INC. | $8.1M | 328,521 | 0.10% | 4q | +43.1%+$2.5M |
| 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 |
| Janney Montgomery Scott LLC | $863.0K | 34,834 | 0.00% | new | NEW |
| 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 |
| 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 | 20 | $53.3M | 2,149,956 | 4 | 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% |