XV — Simplify Exchange Traded Fun Institutional Holders · Q2 2026
Who owns Simplify Exchange Traded Fun (XV)? 22 institutions reported holding $46.74M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Simplify Asset Management Inc. ($15.5M), Principal Securities, Inc. ($8.1M), Envestnet Asset Management Inc ($6.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $15.5M | 624,406 | Hold |
| 2 | PRINCIPAL SECURITIES, INC. | $8.1M | 328,521 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 263,327 | Added |
| 4 | CreativeOne Wealth, LLC | $6.2M | 251,782 | Added |
| 5 | Owen LaRue, LLC | $2.0M | 80,307 | Trimmed |
| 6 | Millington Financial Advisors, LLC | $1.7M | 69,537 | Added |
| 7 | Brookwood Investment Group LLC | $1.5M | 60,380 | Trimmed |
| 8 | OLD MISSION CAPITAL LLC | $1.2M | 47,772 | Trimmed |
| 9 | MATHER GROUP, LLC. | $988,474 | 39,890 | Added |
| 10 | Janney Montgomery Scott LLC | $863,000 | 34,834 | New |
| 11 | Brookstone Capital Management | $553,015 | 22,317 | Added |
| 12 | WealthCare Asset Management, LLC | $526,982 | 21,266 | Added |
| 13 | NBC SECURITIES, INC. | $322,206 | 13,002 | Added |
| 14 | Legacy Wealth Managment, LLC/ID | $295,303 | 11,917 | Added |
| 15 | Crusonia Wealth Advisors LLC | $271,861 | 10,971 | New |
| 16 | ISLAY CAPITAL MANAGEMENT, LLC | $130,715 | 5,275 | Hold |
| 17 | AE Wealth Management LLC | $21,360 | 862 | New |
| 18 | HARBOUR INVESTMENTS, INC. | $4,634 | 187 | New |
| 19 | Clearstead Advisors, LLC | $1,859 | 75 | Trimmed |
| 20 | WELLS FARGO & COMPANY/MN | $28 | 1 | Hold |
| 21 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 22 | Strategic Blueprint, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30