Simplify Target 15 Distr ETFXVETF
13F holders, Q2 2025 (June 30)3holders
$26.63avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Simplify Target 15 Distr ETF (XV) in their 13F filings. The largest holders were Simplify Asset Management Inc. ($26.6M), CreativeOne Wealth, LLC ($3.3M) and Osaic Holdings, Inc. ($25K).
- Company
- Simplify Target 15 Distr ETF
- CUSIP
- 82889N350
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $29.9M |
| Exits | 0 | $0 |
Ownership 3 holders
| Simplify Asset Management Inc. | 1.61% | New | 1,000,000 | $26.6M |
| CreativeOne Wealth, LLC | 0.09% | New | 123,152 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | New | 923 | $25K |
"% 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.