XV Institutional Ownership & Shareholders
SIMPLIFY TARGET 15 DISTR ETF (XV) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $61.33M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Simplify Asset Management Inc. is currently the largest disclosed institutional shareholder of XV tracked by InsiderSet, reporting ownership valued at approximately $27.70M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.15M, representing an estimated loss of -1.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed XV value among the investors covered in this analysis. Major shareholders include Simplify Asset Management Inc., Principal Securities, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SIMPLIFY TARGET 15 DISTR ETF (XV).
This page ranks the largest institutional XV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 0.47% | 1,149,406 | $27,700,685 | $27,148,970 | -$551,715 | -1.99% | |
| Principal Securities, Inc. | 0.10% | 328,521 | $8,140,740 | $7,759,666 | -$381,074 | -4.68% | |
| Envestnet Asset Management Inc | 0.00% | 263,327 | $6,525,231 | $6,219,784 | -$305,447 | -4.68% | |
| Creativeone Wealth, Llc | 0.13% | 251,782 | $6,239,154 | $5,947,091 | -$292,063 | -4.68% | |
| Owen Larue, Llc | 0.69% | 80,307 | $1,989,996 | $1,896,851 | -$93,145 | -4.68% | |
| Millington Financial Advisors, Llc | 0.67% | 69,537 | $1,709,908 | $1,642,464 | -$67,444 | -3.94% | |
| Brookwood Investment Group Llc | 0.17% | 60,380 | $1,496,216 | $1,426,176 | -$70,040 | -4.68% | |
| Old Mission Capital Llc | 0.03% | 47,772 | $1,183,790 | $1,128,375 | -$55,415 | -4.68% | |
| Mather Group, Llc. | 0.01% | 43,929 | $1,058,677 | $1,037,603 | -$21,074 | -1.99% | |
| Outlook Wealth Advisors, Llc | 0.18% | 35,846 | $863,889 | $846,683 | -$17,206 | -1.99% | |
| Janney Montgomery Scott Llc | 0.00% | 34,834 | $863,000 | $822,779 | -$40,221 | -4.66% | |
| Brookstone Capital Management | 0.01% | 35,584 | $857,576 | $840,494 | -$17,082 | -1.99% | |
| Winnow Wealth Llc | 0.52% | 32,877 | $792,337 | $776,555 | -$15,782 | -1.99% | |
| Crusonia Wealth Advisors Llc | 0.08% | 21,625 | $521,171 | $510,783 | -$10,389 | -1.99% | |
| Nbc Securities, Inc. | 0.03% | 18,729 | $451,374 | $442,379 | -$8,995 | -1.99% | |
| Steelpeak Wealth, Llc | 0.01% | 15,233 | $367,110 | $359,803 | -$7,307 | -1.99% | |
| Legacy Wealth Managment, Llc/Id | 0.12% | 11,917 | $295,303 | $281,480 | -$13,823 | -4.68% | |
| Wealthcare Asset Management, Llc | 0.23% | 11,105 | $267,636 | $262,300 | -$5,336 | -1.99% | |
| Harbour Investments, Inc. | 0.00% | 187 | $4,634 | $4,417 | -$217 | -4.68% | |
| Clearstead Advisors, Llc | 0.00% | 75 | $1,859 | $1,772 | -$88 | -4.71% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $28 | $24 | -$4 | -15.64% |
Frequently asked questions about XV
Who are the largest institutional holders of XV?
The largest institutional holders of XV reported in the latest SEC Form 13F filings include Simplify Asset Management Inc., Principal Securities, Inc., Envestnet Asset Management Inc, Creativeone Wealth, Llc, and Owen Larue, Llc. InsiderSet ranks institutional holders by their latest reported XV position.
What is XV institutional ownership?
This page tracks XV positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY TARGET 15 DISTR ETF (XV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XV?
InsiderSet currently tracks 21 institutional managers reporting XV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XV shareholders.
How much XV stock do institutions own?
Institutional investment managers disclosed approximately $61.33M in XV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XV institutional ownership last updated?
The latest XV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XV position after the reporting date.
Are institutions buying or selling XV?
Institutional buying and selling can be analyzed by comparing XV positions across consecutive 13F reporting periods. InsiderSet's XV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XV ownership changes.
How has XV institutional ownership changed over time?
InsiderSet tracks XV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.