Simplify Exchange Traded Fun (XV) institutional ownership
SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2
| Managers holding | 20 |
|---|---|
| Shares held | 1,886,629 |
| Reported value | $46.7m |
| Quarter flows | 4 new, 9 added, 4 trimmed, 2 exited |
Top 20 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Simplify Asset Management Inc. | 624,406 | $15.5m | 0.2% |
| PRINCIPAL SECURITIES, INC. | 328,521 | $8.1m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 263,327 | $6.5m | 0.0% |
| CreativeOne Wealth, LLC | 251,782 | $6.2m | 0.1% |
| Owen LaRue, LLC | 80,307 | $2.0m | 0.7% |
| Millington Financial Advisors, LLC | 69,537 | $1.7m | 0.7% |
| Brookwood Investment Group LLC | 60,380 | $1.5m | 0.2% |
| OLD MISSION CAPITAL LLC | 47,772 | $1.2m | 0.0% |
| MATHER GROUP, LLC. | 39,890 | $988,474 | 0.0% |
| Janney Montgomery Scott LLC | 34,834 | $863,000 | 0.0% |
| Brookstone Capital Management | 22,317 | $553,015 | 0.0% |
| WealthCare Asset Management, LLC | 21,266 | $526,982 | 0.2% |
| LANARK FINANCIAL, INC. | 13,002 | $322,206 | 0.0% |
| Legacy Wealth Managment, LLC/ID | 11,917 | $295,303 | 0.1% |
| Crusonia Wealth Advisors LLC | 10,971 | $271,861 | 0.0% |
| ISLAY CAPITAL MANAGEMENT, LLC | 5,275 | $130,715 | 0.1% |
| AE Wealth Management LLC | 862 | $21,360 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 187 | $4,634 | 0.0% |
| Clearstead Advisors, LLC | 75 | $1,859 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | $28 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("XV"). XV price history · All 13F data