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Simplify Target 15 Distribution ETF (XV) Institutional Ownership

$24.77 0.00 (0.00%)
As of 05/22/2026 04:10 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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Skip Chart & View Institutional Buying and Selling Data

XV Institutional Buying and Selling by Quarter

Simplify Target 15 Distribution ETF Major Shareholders & Ownership History

Export
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%
2/19/2026 Claris Financial LLC35,404$898K0.5%N/A1.302%
2/18/2026 OLD Mission Capital LLC46,948$1.19M0.0%+5.2%1.726%
2/17/2026 Islay Capital Management LLC4,275$108K0.1%+52.7%0.157%
2/13/2026 CreativeOne Wealth LLC208,639$5.29M0.1%+34.1%7.671%
2/12/2026 Jane Street Group LLC8,629$219K0.0%-52.1%0.317%
2/12/2026 Principal Securities Inc.79,106$2.01M0.0%+746.4%2.908%
2/9/2026 Millington 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%
1/22/2026 Brookwood Investment Group LLC42,911$1.09M0.1%+32.9%1.430%
11/13/2025 CreativeOne Wealth LLC155,557$4.14M0.1%+26.3%6.428%
11/12/2025 Islay Capital Management LLC2,800$74K0.0%N/A0.116%
11/5/2025 Envestnet Asset Management Inc.8,846$235K0.0%N/A0.366%
10/23/2025 Evolution Wealth Management Inc.1,452$39K0.0%N/A0.059%
10/21/2025 Brookwood 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%
9/4/2025 Osaic Holdings Inc.923$25K0.0%N/A0.044%
8/12/2025 CreativeOne Wealth LLC123,152$3.28M0.1%N/A5.864%


XV Institutional Ownership - Frequently Asked Questions

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.

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).

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

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).

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 5/25/2026 by MarketBeat.com Staff.
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