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XV SIMPLIFY EXCHANGE TRADED FUN

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TARGE 15 ETF (fund)

20 managers (20 13F filers) reported a position in XV shares at 2026-06-30, 1,886,629 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
4
Added
9
Reduced
4
Sold out
2
Shares held by filers
1,886,629

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Simplify Asset Management Inc.624,406$15.5M0.22%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC328,521$8.14M0.1%+99,00713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC263,327$6.53M<0.01%+85,71913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC251,782$6.24M0.13%+86,68813F-HRTimelineGroup
Owen LaRue, LLC80,307$1.99M0.69%-18813F-HRTimeline
Millington Financial Advisors, LLC69,537$1.71M0.67%+30,86813F-HRTimeline
Brookwood Investment Group LLC60,380$1.5M0.17%-7,32013F-HRTimeline
OLD MISSION CAPITAL LLC47,772$1.18M0.03%-28713F-HRTimeline
MATHER GROUP, LLC.39,890$988K0.01%+22,42213F-HRTimeline
Janney Montgomery Scott LLC34,834$863K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,317$553K0.01%+7,10413F-HRTimelineGroup
WealthCare Asset Management, LLC21,266$527K0.22%+10,74513F-HRTimeline
LANARK FINANCIAL, INC.13,002$322K0.02%+7,11713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…11,917$295K0.12%+11,54613F-HRTimelineGroup
Crusonia Wealth Advisors LLC10,971$272K0.04%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC5,275$131K0.06%013F-HRTimeline
AE Wealth Management LLC862$21.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.187$4.63K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC75$1.86K<0.01%-50013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%013F-HRTimelineGroup