Simplify Target 15 Distr ETFXVETF
13F holders, Q4 2025 (December 31)15holders
4new positions
3sold out
$25.37avg. 13F price*
At the end of Q4 2025, 15 institutions reported holding Simplify Target 15 Distr ETF (XV) in their 13F filings, unchanged from Q3 2025. 4 opened new positions and 3 sold out. The largest holders were Simplify Asset Management Inc. ($15.8M), CreativeOne Wealth, LLC ($5.3M) and Owen LaRue, LLC ($3.4M).
- Company
- Simplify Target 15 Distr ETF
- CUSIP
- 82889N350
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.1M |
| Exits | 3 | $479K |
All 13F filers, Q3 2025 → Q4 2025: 363,780 shares bought and 377,771 shares sold, net −13,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Simplify Asset Management Inc. | 0.26% | Reduce -35.9% | 624,406 | $15.8M |
| CreativeOne Wealth, LLC | 0.13% | Add +34.1% | 208,639 | $5.3M |
| Owen LaRue, LLC | 1.29% | New | 133,809 | $3.4M |
| Principal Securities, Inc. | 0.03% | Add +746.4% | 79,106 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +720.3% | 72,567 | $1.8M |
| Old Mission Capital LLC | 0.05% | Add +5.2% | 46,948 | $1.2M |
| Brookwood Investment Group LLC | 0.13% | Add +32.9% | 42,911 | $1.1M |
| Claris Financial LLC | 0.48% | Reduce -1.1% | 35,404 | $898K |
| Millington Financial Advisors, LLC | 0.29% | New | 26,420 | $664K |
| Jane Street Group, LLC | 0.00% | Reduce -52.1% | 8,629 | $219K |
| Islay Capital Management, LLC | 0.06% | Add +52.7% | 4,275 | $108K |
| Lanark Financial, Inc. | 0.00% | New | 1,998 | $51K |
| Clearstead Advisors, LLC | 0.00% | New | 535 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 195 | $5K |
| Anfield Capital Management, LLC | 0.00% | Add +300.0% | 44 | $1K |
"% 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.