XV · Insider trading · 13F holders · Congress trades
Simplify Exchange Traded Fun (XV)
Who is buying and selling XV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XV at a glance
- No open-market insider purchases or sales of XV were filed in the last 90 days.
- 4 13F filers hold XV among their 50 largest positions, worth $31.7M combined. The biggest bets by portfolio weight are Owen LaRue, LLC (0.7%), Millington Financial Advisors, LLC (0.7%) and Simplify Asset Management Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in XV.
XV insider trading
No open-market insider purchases or sales of XV were filed in the last 90 days.
Who owns XV? Hedge funds and superinvestors
4 13F filers hold XV among their 50 largest positions, worth $31.7M combined. The biggest bets by portfolio weight are Owen LaRue, LLC (0.7%), Millington Financial Advisors, LLC (0.7%) and Simplify Asset Management Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Simplify Asset Management Inc.Mutual fund manager | 0.5% | $27.7M | 1,149,406 | +84.1% shares | Q3 2026 |
| Owen LaRue, LLCWealth manager | 0.7% | $2.0M | 80,307 | -0.2% shares | Q2 2026 |
| Millington Financial Advisors, LLCWealth manager | 0.7% | $1.7M | 69,537 | — | Q2 2026 |
| WealthCare Asset Management, LLCWealth manager | 0.2% | $268K | 11,105 | -47.8% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 2). Screen XV in the grand portfolio →
XV stock trades by members of Congress
No member of Congress has disclosed a trade in XV.
XV questions and answers
Are insiders buying XV stock?
No open-market insider purchases or sales of XV were filed in the last 90 days.
Which hedge funds own XV?
4 13F filers hold XV among their 50 largest positions, worth $31.7M combined. The biggest bets by portfolio weight are Owen LaRue, LLC (0.7%), Millington Financial Advisors, LLC (0.7%) and Simplify Asset Management Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded XV?
No member of Congress has disclosed a trade in XV.
Who is the largest holder of XV?
Among 13F filers, Simplify Asset Management Inc. reports the largest XV position, $27.7M (1,149,406 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Owen LaRue, LLC's: 0.7% of its portfolio.
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