Who owns XV?
Simplify Target 15 Distribution ETF · Simplify
20 institutions reported holding XV, worth $46.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Simplify Asset Management Inc. | Las Vegas, NV | $15.5M | 624,406 | No change |
| Principal Securities, Inc. | Des Moines, IA | $8.1M | 328,521 | +99,007 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.5M | 263,327 | +85,719 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $6.2M | 251,782 | +86,688 shares |
| Owen LaRue, LLC | Elizabethtown, KY | $2.0M | 80,307 | −188 shares |
| Millington Financial Advisors, LLC | Naperville, IL | $1.7M | 69,537 | +30,868 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $1.5M | 60,380 | −7,320 shares |
| Old Mission Capital LLC | Chicago, IL | $1.2M | 47,772 | −287 shares |
| Mather Group, LLC. | Chicago, IL | $988K | 39,890 | +22,422 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $863K | 34,834 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XV?
20 institutional managers reported holding XV in Form 13F filings for June 30, 2026, worth $46.7M in total. The largest reported position was held by Simplify Asset Management Inc., at $15.5M.
Did institutions buy or sell XV last quarter?
Reported 13F value rose 31.1% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.