13F Insight
DOSSIER · 13F Holders · Q2 2026
XV

SIMPLIFY EXCHANGE TRADED FUN

21 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N350·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
21
filers reporting
Concentration
33.46%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported XV in Q2 2026. Simplify Asset Management Inc. leads at 33.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$15M624K0.22%Q2 202602
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$8M329K0.10%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M263K0.00%Q2 202604
CreativeOne Wealth, LLC
CIK 0001739728
$6M252K0.13%Q2 202605
Owen LaRue, LLC
CIK 0001965328
$2M80K0.69%Q2 202606
Millington Financial Advisors, LLC
CIK 0001924615
$2M70K0.67%Q2 202607
Brookwood Investment Group LLC
CIK 0002066812
$1M60K0.17%Q2 202608
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M48K0.02%Q2 202609
MATHER GROUP, LLC.
CIK 0001527641
$988K40K0.01%Q2 202610
Brookstone Capital Management
CIK 0001599584
$553K22K0.01%Q2 202611
WealthCare Asset Management, LLC
CIK 0002034181
$527K21K0.22%Q2 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$372K16K0.00%Q1 202613
NBC SECURITIES, INC.
CIK 0000791540
$322K13K0.02%Q2 202614
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$295K12K0.12%Q2 202615
Crusonia Wealth Advisors LLC
CIK 0002112003
$272K11K0.04%Q2 202616
ISLAY CAPITAL MANAGEMENT, LLC
CIK 0001738560
$131K5K0.06%Q2 202617
AE Wealth Management LLC
CIK 0001697723
$21K8620.00%Q2 202618
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5K1870.00%Q2 202619
Clearstead Advisors, LLC
CIK 0000842775
$2K750.00%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2810.00%Q2 2026
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