XV SIMPLIFY EXCHANGE TRADED FUN: institutional ownership and insider trading
21 funds reported holding $48.1M of SIMPLIFY EXCHANGE TRADED FUN in their latest 13F filings; in Q2 2026 funds net bought $9.30M, with 4 new positions and 2 funds selling out.
Largest institutional holders of XV
- Simplify Asset Management Inc. — $15.5M
- PRINCIPAL SECURITIES, INC. — $8.14M
- ENVESTNET ASSET MANAGEMENT INC — $6.53M
- CreativeOne Wealth, LLC — $6.24M
- Owen LaRue, LLC — $1.99M
- Millington Financial Advisors, LLC — $1.71M
- Brookwood Investment Group LLC — $1.50M
- OLD MISSION CAPITAL LLC — $1.18M
- MATHER GROUP, LLC. — $1.06M
- Janney Montgomery Scott LLC — $863K