Simplify Exchange Traded Funds - XV

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$32.61M
QoQ value delta ($000)
-$1.968M (-5.69%)
Implied price effect (QoQ)
-4.67%
Shares
Total shares
1,285,886
QoQ shares delta
-13,991 (-1.08%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (XV)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 20 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Simplify Asset Management Inc. 15,841 624,406 0.26%
CreativeOne Wealth, LLC 5,293 208,639 0.13%
Owen LaRue, LLC 3,394 133,809 1.29%
PRINCIPAL SECURITIES, INC. 2,006 79,106 0.03%
ENVESTNET ASSET MANAGEMENT INC 1,841 72,567 0.0%
OLD MISSION CAPITAL LLC 1,191 46,948 0.03%
Brookwood Investment Group LLC 1,088 42,911 0.13%
Claris Financial LLC 898 35,404 0.48%
Millington Financial Advisors, LLC 664 26,420 0.29%
JANE STREET GROUP, LLC 218 8,629 0.0%
ISLAY CAPITAL MANAGEMENT, LLC 108 4,275 0.06%
NBC SECURITIES, INC. 50 1,998 0.0%
Clearstead Advisors, LLC 13 535 0.0%
Farther Finance Advisors, LLC 4 195 0.0%
Anfield Capital Management, LLC 1 44 0.0%
WELLS FARGO & COMPANY/MN 0 0 0.0%