Simplify Exchange Traded Funds - XV
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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)
-$1.016M
(-3.02%)
Implied price effect (QoQ)
-4.67%
Shares
Total shares
1,285,886
QoQ shares delta
+21,816
(+1.73%)
Total shares held by funds (by quarter)
Market chart (XV)
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Top holders (Q4 2025)
Top 25 only
Full list
| 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% |