Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / TARGET 15 DISTRI
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Number of holders
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3
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Total 13F shares, excl. options
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1.12M
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Shares change
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+1.12M
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Total reported value, excl. options
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$29.9M
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Value change
-
+$29.9M
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Number of buys
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3
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Price
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$26.63
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI (XV) as of Q2 2025
3 filings reported holding XV - SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI (XV) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.12M shares
.
Largest 3 shareholders include Simplify Asset Management Inc. (1M shares), CreativeOne Wealth, LLC (123K shares), and OSAIC HOLDINGS, INC. (923 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.