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XV SIMPLIFY EXCHANGE TRADED FUN

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TARGE 15 ETF (fund)

16 managers (16 13F filers) reported a position in XV shares at 2025-12-31, 1,285,886 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
16
13F filers
16
New
4
Added
7
Reduced
4
Sold out
3
Shares held by filers
1,285,886

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$15.8M0.26%-350,00013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC208,639$5.29M0.13%+53,08213F-HRTimelineGroup
Owen LaRue, LLC133,809$3.39M1.29%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC79,106$2.01M0.03%+69,76013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,567$1.84M<0.01%+63,72113F-HRTimelineGroup
OLD MISSION CAPITAL LLC46,948$1.19M0.05%+2,33113F-HRTimeline
Brookwood Investment Group LLC42,911$1.09M0.13%+10,61613F-HRTimeline
Claris Financial LLC35,404$898K0.48%-40313F-HRTimeline
Millington Financial Advisors, LLC26,420$664K0.29%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,629$219K<0.01%-9,38013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC4,275$108K0.06%+1,47513F-HRTimeline
LANARK FINANCIAL, INC.1,998$50.7K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC535$13.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC195$4.95K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…44$1.12K<0.01%+3313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.