21 institutions reported holding $35.6M of SIMPLIFY TARGET 15 DIST ETF (XV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Simplify Asset Management Inc. ($14.7M), PRINCIPAL SECURITIES, INC. ($5.4M), ENVESTNET ASSET MANAGEMENT INC ($4.2M), CreativeOne Wealth, LLC ($3.9M), Owen LaRue, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $14.7M | 624,406 | Hold |
| 2 | PRINCIPAL SECURITIES, INC. | $5.4M | 229,514 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 177,608 | Added |
| 4 | CreativeOne Wealth, LLC | $3.9M | 165,094 | Trimmed |
| 5 | Owen LaRue, LLC | $1.9M | 80,495 | Trimmed |
| 6 | Brookwood Investment Group LLC | $1.6M | 67,700 | Added |
| 7 | OLD MISSION CAPITAL LLC | $1.1M | 48,059 | Added |
| 8 | Millington Financial Advisors, LLC | $946,628 | 38,669 | Added |
| 9 | MATHER GROUP, LLC. | $411,546 | 17,468 | New |
| 10 | JANE STREET GROUP, LLC | $372,083 | 15,793 | Added |
| 11 | Brookstone Capital Management | $358,418 | 15,213 | New |
| 12 | WealthCare Asset Management, LLC | $247,880 | 10,521 | New |
| 13 | Strategic Blueprint, LLC | $205,332 | 8,715 | New |
| 14 | NBC SECURITIES, INC. | $138,656 | 5,885 | Added |
| 15 | ISLAY CAPITAL MANAGEMENT, LLC | $124,279 | 5,275 | Added |
| 16 | Clearstead Advisors, LLC | $13,547 | 575 | Added |
| 17 | Legacy Wealth Managment, LLC/ID | $8,741 | 371 | New |
| 18 | WELLS FARGO & COMPANY/MN | $25 | 1 | New |
| 19 | Claris Financial LLC | $0 | 0 | Exited |
| 20 | Anfield Capital Management, LLC | $0 | 0 | Exited |
| 21 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31