Simplify Target 15 Distr ETFXVETF
13F holders, Q1 2026 (March 31)18holders +3
5new positions
3sold out
$23.58avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Simplify Target 15 Distr ETF (XV) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 3 sold out. The largest holders were Simplify Asset Management Inc. ($14.7M), Principal Securities, Inc. ($5.4M) and Envestnet Asset Management Inc. ($4.2M).
- Company
- Simplify Target 15 Distr ETF
- CUSIP
- 82889N350
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 3 | $904K |
All 13F filers, Q4 2025 → Q1 2026: 357,978 shares bought and 132,502 shares sold, net +225,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Simplify Asset Management Inc. | 0.23% | No change | 624,406 | $14.7M |
| Principal Securities, Inc. | 0.08% | Add +190.1% | 229,514 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +144.8% | 177,608 | $4.2M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -20.9% | 165,094 | $3.9M |
| Owen LaRue, LLC | 0.73% | Reduce -39.8% | 80,495 | $1.9M |
| Brookwood Investment Group LLC | 0.20% | Add +57.8% | 67,700 | $1.6M |
| Old Mission Capital LLC | 0.03% | Add +2.4% | 48,059 | $1.1M |
| Millington Financial Advisors, LLC | 0.40% | Add +46.4% | 38,669 | $947K |
| Mather Group, Llc. | 0.00% | New | 17,468 | $412K |
| Jane Street Group, LLC | 0.00% | Add +83.0% | 15,793 | $372K |
| Brookstone Capital Management | 0.00% | New | 15,213 | $358K |
| WealthCare Asset Management, LLC | 0.26% | New | 10,521 | $248K |
| Strategic Blueprint, LLC | 0.01% | New | 8,715 | $205K |
| Lanark Financial, Inc. | 0.01% | Add +194.5% | 5,885 | $139K |
| Islay Capital Management, LLC | 0.06% | Add +23.4% | 5,275 | $124K |
| Clearstead Advisors, LLC | 0.00% | Add +7.5% | 575 | $14K |
| Legacy Wealth Managment, LLC | 0.00% | New | 371 | $9K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $25 |
"% 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.