SIMPLIFY TARGET 15 DISTR ETF (XV) Institutional Ownership Changes & 13F Activity
SIMPLIFY TARGET 15 DISTR ETF (XV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Principal Securities, Inc., Creativeone Wealth, Llc, Envestnet Asset Management Inc, Janney Montgomery Scott Llc, and Millington Financial Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +85,719 | +48.3% | 263,327 | $6.53M | Q2 2026 | Sep 23, 2026 |
| Old Mission Capital Llc | Sell | -287 | -0.6% | 47,772 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Buy | +86,688 | +52.5% | 251,782 | $6.24M | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +11,546 | +3112.1% | 11,917 | $295.30K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +187 | — | 187 | $4.63K | Q2 2026 | Aug 12, 2026 |
| Millington Financial Advisors, Llc | Buy | +30,868 | +79.8% | 69,537 | $1.71M | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, Llc | Sell | -500 | -87.0% | 75 | $1.86K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +34,834 | — | 34,834 | $863.00K | Q2 2026 | Aug 05, 2026 |
| Principal Securities, Inc. | Buy | +99,007 | +43.1% | 328,521 | $8.14M | Q2 2026 | Aug 04, 2026 |
| Crusonia Wealth Advisors Llc | Buy | +10,971 | — | 10,971 | $271.86K | Q2 2026 | Jul 30, 2026 |
| Wealthcare Asset Management, Llc | Buy | +112 | +1.1% | 10,633 | $263.49K | Q2 2026 | Jul 30, 2026 |
| Mather Group, Llc. | Buy | +22,422 | +128.4% | 39,890 | $988.47K | Q2 2026 | Jul 27, 2026 |
| Brookwood Investment Group Llc | Sell | -7,320 | -10.8% | 60,380 | $1.50M | Q2 2026 | Jul 23, 2026 |
| Owen Larue, Llc | Sell | -188 | -0.2% | 80,307 | $1.99M | Q2 2026 | Jul 22, 2026 |
| Nbc Securities, Inc. | Buy | +7,117 | +120.9% | 13,002 | $322.21K | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | Buy | +7,104 | +46.7% | 22,317 | $553.01K | Q2 2026 | Jul 15, 2026 |
| Jane Street Group, Llc | Sell | -15,793 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Strategic Blueprint, Llc | Sell | -8,715 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 29, 2026 |
Frequently asked questions about XV activity
Which institutional owners are buying XV?
Institutional owners buying XV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XV activity?
"Buy" means an investor increased their reported position in XV compared to the prior reporting period. This reflects growing exposure to SIMPLIFY TARGET 15 DISTR ETF (XV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XV increasing?
Institutional interest in XV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.