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Simplify Target 15 Distribution ETF (XV) Institutional Ownership

$24.74 +0.13 (+0.53%)
As of 03:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Target 15 Distribution ETF (NYSEARCA:XV)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$11.50M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$9.80M
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XV Institutional Buying and Selling by Quarter

Simplify Target 15 Distribution ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2026 WealthCare Asset Management LLC10,521$248K0.3%N/A0.438%
4/17/2026 Brookstone Capital Management15,213$358K0.0%N/A0.647%
2/19/2026Claris Financial LLC35,404$898K0.5%N/A1.302%
2/18/2026OLD Mission Capital LLC46,948$1.19M0.0%+5.2%1.726%
2/17/2026Islay Capital Management LLC4,275$108K0.1%+52.7%0.157%
2/13/2026CreativeOne Wealth LLC208,639$5.29M0.1%+34.1%7.671%
2/12/2026Jane Street Group LLC8,629$219K0.0%-52.1%0.317%
2/12/2026Principal Securities Inc.79,106$2.01M0.0%+746.4%2.908%
2/9/2026Millington Financial Advisors LLC26,420$664K0.3%N/A0.971%
2/9/2026 Simplify Asset Management Inc.624,406$15.84M0.3%-35.9%22.956%
1/29/2026 NBC Securities Inc.1,998$51K0.0%N/A0.073%
1/22/2026Brookwood Investment Group LLC42,911$1.09M0.1%+32.9%1.430%
11/13/2025CreativeOne Wealth LLC155,557$4.14M0.1%+26.3%6.428%
11/12/2025Islay Capital Management LLC2,800$74K0.0%N/A0.116%
11/5/2025Envestnet Asset Management Inc.8,846$235K0.0%N/A0.366%
10/23/2025 Evolution Wealth Management Inc.1,452$39K0.0%N/A0.059%
10/21/2025Brookwood Investment Group LLC32,295$859K0.1%N/A1.307%
10/20/2025 Mid American Wealth Advisory Group Inc.15,612$415K0.2%N/A0.632%
10/20/2025 Simplify Asset Management Inc.974,406$25.93M0.5%-2.6%39.450%
9/4/2025Osaic Holdings Inc.923$25K0.0%N/A0.044%
8/12/2025CreativeOne Wealth LLC123,152$3.28M0.1%N/A5.864%


XV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XV shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Simplify Target 15 Distribution ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($15.84M), CreativeOne Wealth LLC ($5.29M), Principal Securities Inc. ($2.01M), OLD Mission Capital LLC ($1.19M), Brookwood Investment Group LLC ($1.09M), Claris Financial LLC ($898K), and Millington Financial Advisors LLC ($664K).Learn more on Simplify Target 15 Distribution ETF's institutional investors.

Which institutional investors have been buying Simplify Target 15 Distribution ETF's stock?

Of the 14 institutional investors that purchased Simplify Target 15 Distribution ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CreativeOne Wealth LLC ($208.64K), Principal Securities Inc. ($69.76K), Brookwood Investment Group LLC ($42.91K), Claris Financial LLC ($35.40K), Millington Financial Advisors LLC ($26.42K), Mid American Wealth Advisory Group Inc. ($15.61K), and Brookstone Capital Management ($15.21K).

How much institutional buying is happening at Simplify Target 15 Distribution ETF?

Institutional investors have bought a total of 444,305 shares in the last 24 months. This purchase volume represents approximately $11.50M in transactions.

Which of Simplify Target 15 Distribution ETF's major shareholders have been selling company stock?

The following institutional investors have sold Simplify Target 15 Distribution ETF stock in the last 24 months: Simplify Asset Management Inc. ($375.59K), and Jane Street Group LLC ($9.38K).

How much institutional selling is happening at Simplify Target 15 Distribution ETF?

Institutional investors have sold a total of 384,974 shares in the last 24 months. This volume of shares sold represents approximately $9.80M in transactions.


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This page (NYSEARCA:XV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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