13F Insight
DOSSIER · 13F Holders · Q3 2026
XV

SIMPLIFY EXCHANGE TRADED FUN

26 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N350·26 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
26
filers reporting
Concentration
42.48%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q3 2026

26 institutions reported XV in Q3 2026. Simplify Asset Management Inc. leads at 42.5% 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
$28M1.1M0.45%Q3 202602
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$10M427K0.12%Q3 202603
CreativeOne Wealth, LLC
CIK 0001739728
$8M329K0.16%Q3 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M263K0.00%Q2 202605
Millington Financial Advisors, LLC
CIK 0001924615
$2M70K0.67%Q2 202606
Brookwood Investment Group LLC
CIK 0002066812
$1M60K0.17%Q2 202607
Owen LaRue, LLC
CIK 0001965328
$1M61K0.49%Q3 202608
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M48K0.02%Q2 202609
MATHER GROUP, LLC.
CIK 0001527641
$1M44K0.01%Q3 202610
Outlook Wealth Advisors, LLC
CIK 0001767151
$864K36K0.18%Q3 202611
Brookstone Capital Management
CIK 0001599584
$858K36K0.01%Q3 202612
WINNOW WEALTH LLC
CIK 0002079687
$792K33K0.52%Q3 202613
Janney Montgomery Scott LLC
CIK 0001329948
$785K33K0.00%Q3 202614
Crusonia Wealth Advisors LLC
CIK 0002112003
$521K22K0.08%Q3 202615
NBC SECURITIES, INC.
CIK 0000791540
$451K19K0.03%Q3 202616
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$412K17K0.19%Q3 202617
SteelPeak Wealth, LLC
CIK 0001801868
$367K15K0.01%Q3 202618
Summit Financial, LLC
CIK 0001765536
$302K13K0.00%Q3 202619
WealthCare Asset Management, LLC
CIK 0002034181
$268K11K0.23%Q3 202620
Financial Gravity Asset Management, Inc.
CIK 0001741736
$163K7K0.03%Q3 2026
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