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XV SIMPLIFY EXCHANGE TRADED FUN

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TARGE 15 ETF (fund)

18 managers (18 13F filers) reported a position in XV shares at 2026-03-31, 1,511,362 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
5
Added
10
Reduced
2
Sold out
3
Shares held by filers
1,511,362

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$14.7M0.23%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC229,514$5.41M0.08%+150,40813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC177,608$4.18M<0.01%+105,04113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC165,094$3.89M0.09%-43,54513F-HRTimelineGroup
Owen LaRue, LLC80,495$1.9M0.73%-53,31413F-HRTimeline
Brookwood Investment Group LLC67,700$1.6M0.2%+24,78913F-HRTimeline
OLD MISSION CAPITAL LLC48,059$1.13M0.03%+1,11113F-HRTimeline
Millington Financial Advisors, LLC38,669$947K0.4%+12,24913F-HRTimeline
MATHER GROUP, LLC.17,468$412K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,793$372K<0.01%+7,16413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management15,213$358K<0.01%new13F-HRTimelineGroup
WealthCare Asset Management, LLC10,521$248K0.26%new13F-HRTimeline
Strategic Blueprint, LLC8,715$205K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5,885$139K0.01%+3,88713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC5,275$124K0.06%+1,00013F-HRTimeline
Clearstead Advisors, LLC575$13.5K<0.01%+4013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…371$8.74K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$25<0.01%+113F-HR/ATimelineGroup