Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / TARGET 15 DISTRI
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Number of holders
-
14
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Total 13F shares, excl. options
-
1.26M
-
Shares change
-
+140K
-
Total reported value, excl. options
-
$33.6M
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Value change
-
+$3.72M
-
Number of buys
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12
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Number of sells
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-1
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Price
-
$26.61
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI (XV) as of Q3 2025
14 filings reported holding XV - SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI as of Q3 2025.
SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI (XV) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.26M shares
.
Largest 10 shareholders include Simplify Asset Management Inc. (974K shares), CreativeOne Wealth, LLC (156K shares), OLD MISSION CAPITAL LLC (44.6K shares), Brookwood Investment Group LLC (32.3K shares), JANE STREET GROUP, LLC (18K shares), Mid-American Wealth Advisory Group, Inc. (15.6K shares), PRINCIPAL SECURITIES, INC. (9.35K shares), ENVESTNET ASSET MANAGEMENT INC (8.85K shares), ISLAY CAPITAL MANAGEMENT, LLC (2.8K shares), and EVOLUTION WEALTH MANAGEMENT INC. (1.45K shares).
This table shows the top 14 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.