Simplify Target 15 Distr ETFXVETF
13F holders, Q3 2025 (September 30)15holders +12
12new positions
0sold out
$26.61avg. 13F price*
At the end of Q3 2025, 15 institutions reported holding Simplify Target 15 Distr ETF (XV) in their 13F filings, up 12 from Q2 2025. 12 opened new positions and 0 sold out. The largest holders were Simplify Asset Management Inc. ($25.9M), CreativeOne Wealth, LLC ($4.1M) and Old Mission Capital LLC ($1.2M).
- Company
- Simplify Target 15 Distr ETF
- CUSIP
- 82889N350
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.5M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 201,396 shares bought and 25,594 shares sold, net +175,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Simplify Asset Management Inc. | 0.53% | Reduce -2.6% | 974,406 | $25.9M |
| CreativeOne Wealth, LLC | 0.10% | Add +26.3% | 155,557 | $4.1M |
| Old Mission Capital LLC | 0.04% | New | 44,617 | $1.2M |
| Claris Financial LLC | 0.54% | New | 35,807 | $953K |
| Brookwood Investment Group LLC | 0.11% | New | 32,295 | $859K |
| Jane Street Group, LLC | 0.00% | New | 18,009 | $479K |
| Mid-American Wealth Advisory Group, Inc. | 0.19% | New | 15,612 | $415K |
| Principal Securities, Inc. | 0.00% | New | 9,346 | $249K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,846 | $235K |
| Islay Capital Management, LLC | 0.04% | New | 2,800 | $74K |
| Evolution Wealth Management Inc. | 0.04% | New | 1,452 | $39K |
| Osaic Holdings, Inc. | 0.00% | No change | 923 | $25K |
| Farther Finance Advisors, LLC | 0.00% | New | 195 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 11 | $293 |
| Wells Fargo & Company | 0.00% | New | 1 | $18 |
"% 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.