Simplify Exchange Traded Fun (XV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (XV) following the 2026 Q1 hedge fund 13F filings?

As of today, XV has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), XV gained +5.7% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Simplify Exchange Traded Fun (XV)

19 + Investors. Track Smart Money conviction in XV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — XV

Based on 19 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added XV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

19 hedge funds hold XV right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 80% buying

16 buying4 selling

Last quarter: 16 funds were net buyers (5 opened a brand new position + 11 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 89% entered in last year

■ 0% conviction (2yr+) ■ 11% medium ■ 89% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

12 → 5 → 5 new funds/Q

New funds entering each quarter: 12 → 5 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 19 current holders: 19 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds

3 of 19 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.2

out of 10

High Exit Risk

Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	19	16	18.75%
13F Shares	2M	1M	20.32%
Total Value	$37M	$33M	12.2%
New Positions	5	5	-
Increased Positions	11	7	+4
Closed Positions	2	3	-1
Reduced Positions	2	3	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

18.75%

13F Shares

20.32%

Total Value

$37M

$33M

12.2%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

19 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XV. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 19 XV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Owen LaRue, LLC	0.73%	80,495	$1.9M
2	Claris Financial LLC	0.54%	35,807	$953K
3	Millington Financial Advisors, LLC	0.40%	38,669	$947K
4	WealthCare Asset Management, LLC	0.26%	10,521	$248K
5	Simplify Asset Management Inc.	0.23%	624,406	$14.7M
6	Brookwood Investment Group LLC	0.20%	67,700	$1.6M
7	CreativeOne Wealth, LLC	0.09%	165,094	$3.9M
8	Principal Securities, INC.	0.08%	229,514	$5.4M
9	Islay Capital Management, LLC	0.06%	5,275	$124K
10	Old Mission Capital LLC	0.02%	48,059	$1.1M
11	Strategic Blueprint, LLC	0.01%	8,715	$205K
12	Nbc Securities, INC.	0.01%	5,885	$139K
13	Legacy Wealth Managment, LLC/ID	0.00%	371	$9K
14	Mather Group, LLC.	0.00%	17,468	$412K
15	Brookstone Capital Management	0.00%	15,213	$358K
16	Envestnet Asset Management Inc	0.00%	177,608	$4.2M
17	Clearstead Advisors, LLC	0.00%	575	$14K
18	Jane Street Group, LLC	0.00%	15,793	$372K
19	Wells Fargo & Company/Mn	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (XV)

What does the Smart Money Trend signal show for XV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XV?

More buyers than sellers — 80% buying: Last quarter: 16 funds were net buyers (5 opened a brand new position + 11 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XV holders?

Smaller funds dominant — 12% AUM from top-100: 3 of 19 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XV?

Mostly new holders — 89% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (XV) following the 2026 Q1 hedge fund 13F filings?

As of today, XV has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), XV has gained +5.7% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Simplify Exchange Traded Fun (XV)

Smart Money Signals — XV

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 80% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 89% entered in last year

Saturation — most institutions already know this story

Early stage — 100% of holders entered in last year

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — XV

Hedge Fund Ownership: XV

Market Analysis: XV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XV

Is It Too Late to Buy Simplify Exchange Traded Fun (XV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: XV

Statistics: XV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Simplify Exchange Traded Fun (XV)

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