Simplify Target 15 Distr ETFXVETF
13F holders, Q2 2026 (June 30)20holders +2
4new positions
2sold out
$24.77avg. 13F price*
At the end of Q2 2026, 20 institutions reported holding Simplify Target 15 Distr ETF (XV) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were Simplify Asset Management Inc. ($15.5M), Principal Securities, Inc. ($8.1M) and Envestnet Asset Management Inc. ($6.5M).
- Company
- Simplify Target 15 Distr ETF
- CUSIP
- 82889N350
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 2 | $577K |
All 13F filers, Q1 2026 → Q2 2026: 408,070 shares bought and 32,803 shares sold, net +375,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Simplify Asset Management Inc. | 0.22% | No change | 624,406 | $15.5M |
| Principal Securities, Inc. | 0.10% | Add +43.1% | 328,521 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.3% | 263,327 | $6.5M |
| CreativeOne Wealth, LLC | 0.13% | Add +52.5% | 251,782 | $6.2M |
| Owen LaRue, LLC | 0.69% | Reduce -0.2% | 80,307 | $2.0M |
| Millington Financial Advisors, LLC | 0.67% | Add +79.8% | 69,537 | $1.7M |
| Brookwood Investment Group LLC | 0.17% | Reduce -10.8% | 60,380 | $1.5M |
| Old Mission Capital LLC | 0.03% | Reduce -0.6% | 47,772 | $1.2M |
| Mather Group, Llc. | 0.01% | Add +128.4% | 39,890 | $988K |
| Janney Montgomery Scott LLC | 0.00% | New | 34,834 | $863K |
| Brookstone Capital Management | 0.01% | Add +46.7% | 22,317 | $553K |
| WealthCare Asset Management, LLC | 0.22% | Add +102.1% | 21,266 | $527K |
| Lanark Financial, Inc. | 0.02% | Add +120.9% | 13,002 | $322K |
| Legacy Wealth Managment, LLC | 0.12% | Add +3112.1% | 11,917 | $295K |
| Crusonia Wealth Advisors LLC | 0.04% | New | 10,971 | $272K |
| Islay Capital Management, LLC | 0.06% | No change | 5,275 | $131K |
| AE Wealth Management LLC | 0.00% | New | 862 | $21K |
| Harbour Investments, Inc. | 0.00% | New | 187 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -87.0% | 75 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is XV's weight in each manager's 13F, not the share of Simplify Target 15 Distr ETF the manager owns.