SIMPLIFY TARGET 15 DISTR ETF (XV) Institutional Ownership and Insiders Activity
SIMPLIFY TARGET 15 DISTR ETF (XV) is widely held by institutional investors, with 21 firms reporting positions valued at approximately $61.33M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Simplify Asset Management Inc. is the largest disclosed holder, reporting approximately $27.70M in XV holdings in its latest filing.
Institutional Holders
21
Total Reported Value
$61.33M
Largest Holder
Simplify Asset Management Inc.
Largest Position
$27.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
3
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Simplify Asset Management Inc.$27.70M
- Principal Securities, Inc.$8.14M
- Envestnet Asset Management Inc$6.53M
- Creativeone Wealth, Llc$6.24M
- Owen Larue, Llc$1.99M