Who Owns Simplify Target 15 Distribution ETF (XV)?Hedge Fund & Institutional Holders
Institutional Holders
16
as of Q4 2025
Total Institutional Value
$1.5841000500000037e+65T
% of Float Held
—
QoQ Change in Holders
+8 / -1
Price History
XV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Simplify Asset Management Inc. | New Position | +624K | +$15.8B |
| Owen LaRue, LLC | New Position | +134K | +$3.4B |
| Brookwood Investment Group LLC | New Position | +43K | +$1.1B |
| Claris Financial LLC | New Position | +35K | +$898.0M |
| CreativeOne Wealth, LLC | Increased | +53K | +$861.3M |
| Millington Financial Advisors, LLC | New Position | +26K | +$664.0M |
| ISLAY CAPITAL MANAGEMENT, LLC | Increased | +1K | +$33.5M |
| OLD MISSION CAPITAL LLC | Increased | +2K | +$3.9M |
| PRINCIPAL SECURITIES, INC. | Increased | +70K | +$1.8M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +73K | +$1.0M |
| Anfield Capital Management, LLC | Increased | +33 | +$707K |
| NBC SECURITIES, INC. | New Position | +2K | +$50K |
| Clearstead Advisors, LLC | New Position | +535 | +$0 |
XV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Decreased | -9K | -$479.1M |
| OSAIC HOLDINGS, INC. | Closed Position | -923 | -$24.6M |
| WELLS FARGO & COMPANY/MN | Decreased | -1 | -$18K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 624,406 | $15.8B | 258.61% | Share |
| 2 | CreativeOne Wealth, LLC | 208,639 | $5.0B | 0.12% | Share |
| 3 | Owen LaRue, LLC | 133,809 | $3.4B | 1.29% | Share |
| 4 | OLD MISSION CAPITAL LLC | 46,948 | $1.2B | 0.03% | Share |
| 5 | Brookwood Investment Group LLC | 42,911 | $1.1B | 0.13% | Share |
| 6 | Claris Financial LLC | 35,404 | $898.0M | 0.48% | Share |
| 7 | Millington Financial Advisors, LLC | 26,420 | $664.0M | 0.29% | Share |
| 8 | ISLAY CAPITAL MANAGEMENT, LLC | 4,275 | $108.0M | 0.06% | Share |
| 9 | Farther Finance Advisors, LLC | 195 | $4.0M | 0.04% | Share |
| 10 | PRINCIPAL SECURITIES, INC. | 79,106 | $2.0M | 0.03% | Share |
| 11 | Anfield Capital Management, LLC | 44 | $1.0M | 0.00% | Share |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 72,567 | $1.0M | 0.00% | Share |
| 13 | NBC SECURITIES, INC. | 1,998 | $50K | 0.00% | Share |
| 14 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
| 15 | JANE STREET GROUP, LLC | 8,629 | $0 | 0.00% | Share |
| 16 | Clearstead Advisors, LLC | 535 | $0 | 0.00% | Share |
XV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $28.2B | +7 |
| Q3 2025 | 9 | $5.9B | +6 |
| Q2 2025 | 3 | $29.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 16 institutional investors hold XV (Simplify Target 15 Distribution ETF). The largest holder is Simplify Asset Management Inc. with $15.8B in shares. This quarter, 8 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own XV?
As of Q4 2025, 16 institutional investors report holding XV (Simplify Target 15 Distribution ETF) in their 13F filings.
Who is the largest institutional holder of XV?
The largest institutional holder of XV is Simplify Asset Management Inc. with $15.8B in shares.
Is institutional ownership of XV increasing or decreasing?
This quarter, 8 institutions opened new positions in XV and 1 closed their positions.