SIMPLIFY EXCHANGE TRADED FUN

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XV·82889N350·US·ETF

XV (SIMPLIFY EXCHANGE TRADED FUN) is held by 4 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6.5M), MATHER GROUP, LLC. ($988,474), AE Wealth Management LLC ($21,360). Net institutional sentiment: Bullish.

4

Holders

(2 Elite)

$7.5M

Total Value

75% (4)

Consensus

3 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)36

Insider (Form 4)45

Activist (13D/13G)45

Congressional (STOCK Act)73

Holder Quality

75

★★★★★

Elite

67

★★★★

Strong

83

★★★

Solid

41

★★

Below

52

★

Weak

Held by 4 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for XV.

Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	263,327(+48.3%)	$6.5M	0.0%	+8.97%	37
MAMATHER GROUP, LLC.	Increased	39,890(+128.4%)	$988,474	0.0%	+7.09%	40
AE Wealth Management LLC	New	862	$21,360	0.0%	+1.22%	26
WELLS FARGO & COMPANY/MN	Unchanged	1	$28	0.0%	+10.43%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$372,083	0.0%	+9.00%	0

XVSIMPLIFY EXCHANGE TRADED FUN

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer