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XV SIMPLIFY EXCHANGE TRADED FUN

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TARGE 15 ETF (fund)

15 managers (15 13F filers) reported a position in XV shares at 2025-09-30, 1,299,877 shares in all. 12 filers opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
15
New
12
Added
1
Reduced
1
Sold out
0
Shares held by filers
1,299,877

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.974,406$25.9M0.53%-25,59413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC155,557$4.14M0.1%+32,40513F-HRTimelineGroup
OLD MISSION CAPITAL LLC44,617$1.19M0.04%new13F-HRTimeline
Claris Financial LLC35,807$953K0.54%new13F-HRTimeline
Brookwood Investment Group LLC32,295$859K0.11%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,009$479K<0.01%new13F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.15,612$415K0.19%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,346$249K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,846$235K<0.01%new13F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC2,800$74.5K0.04%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,452$38.6K0.04%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.923$24.6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC195$5.19K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…11$293<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%new13F-HRTimelineGroup