Who owns Simplify Target 15 Distribution ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XV from SEC Form 13F filings across 20 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 20 institutions disclosed 1.9M shares of Simplify Target 15 Distribution ETF worth $46.7M — about 70.1% of shares outstanding; the largest disclosed holder is Simplify Asset Management Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
20
13F holders
$46.7M
value, 2026 filers
70.1%
of shares outstanding (1.9M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 624,406 | $15.5M | 0.2% | 23.2% | 0.0% |
| 2 | PRINCIPAL SECURITIES, INC. | 328,521 | $8.1M | 0.1% | 12.2% | +43.1% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 263,327 | $6.5M | 0.0% | 9.8% | +48.3% |
| 4 | CreativeOne Wealth, LLC | 251,782 | $6.2M | 0.1% | 9.4% | +52.5% |
| 5 | Owen LaRue, LLC | 80,307 | $2.0M | 0.7% | 3% | -0.2% |
| 6 | Millington Financial Advisors, LLC | 69,537 | $1.7M | 0.7% | 2.6% | +79.8% |
| 7 | Brookwood Investment Group LLC | 60,380 | $1.5M | 0.2% | 2.2% | -10.8% |
| 8 | OLD MISSION CAPITAL LLC | 47,772 | $1.2M | 0.0% | 1.8% | -0.6% |
| 9 | MATHER GROUP, LLC. | 39,890 | $988,474 | 0.0% | 1.5% | +128.4% |
| 10 | Janney Montgomery Scott LLCNEW | 34,834 | $863,000 | 0.0% | 1.3% | new |
| 11 | Brookstone Capital Management | 22,317 | $553,015 | 0.0% | 0.8% | +46.7% |
| 12 | WealthCare Asset Management, LLC | 21,266 | $526,982 | 0.2% | 0.8% | +102.1% |
| 13 | LANARK FINANCIAL, INC. | 13,002 | $322,206 | 0.0% | 0.5% | +120.9% |
| 14 | Legacy Wealth Managment, LLC/ID | 11,917 | $295,303 | 0.1% | 0.4% | +3112.1% |
| 15 | Crusonia Wealth Advisors LLCNEW | 10,971 | $271,861 | 0.0% | 0.4% | new |
| 16 | ISLAY CAPITAL MANAGEMENT, LLC | 5,275 | $130,715 | 0.1% | 0.2% | 0.0% |
| 17 | AE Wealth Management LLCNEW | 862 | $21,360 | 0.0% | 0% | new |
| 18 | HARBOUR INVESTMENTS, INC.NEW | 187 | $4,634 | 0.0% | 0% | new |
| 19 | Clearstead Advisors, LLC | 75 | $1,859 | 0.0% | 0% | -87.0% |
| 20 | WELLS FARGO & COMPANY/MN | 1 | $28 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.