12 institutions reported holding $36.3M of SIMPLIFY EXCHANGE TRADED FUN (XV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Simplify Asset Management Inc. ($15.5M), PRINCIPAL SECURITIES, INC. ($8.1M), ENVESTNET ASSET MANAGEMENT INC ($6.5M), Owen LaRue, LLC ($2.0M), Brookwood Investment Group LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $15.5M | 624,406 | Hold |
| 2 | PRINCIPAL SECURITIES, INC. | $8.1M | 328,521 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 263,327 | Added |
| 4 | Owen LaRue, LLC | $2.0M | 80,307 | Trimmed |
| 5 | Brookwood Investment Group LLC | $1.5M | 60,380 | Trimmed |
| 6 | MATHER GROUP, LLC. | $988,474 | 39,890 | Added |
| 7 | Brookstone Capital Management | $553,015 | 22,317 | Added |
| 8 | WealthCare Asset Management, LLC | $526,982 | 21,266 | Added |
| 9 | NBC SECURITIES, INC. | $322,206 | 13,002 | Added |
| 10 | Crusonia Wealth Advisors LLC | $271,861 | 10,971 | New |
| 11 | AE Wealth Management LLC | $21,360 | 862 | New |
| 12 | Strategic Blueprint, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30