Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / TARGET 15 DISTRI
-
Total 13F shares
-
1,285,886
-
Share change
-
+21,816
-
Total reported value
-
$32,617,149
-
Price per share
-
$25.37
-
Number of holders
-
15
-
Value change
-
+$525,481
-
Number of buys
-
12
-
Number of sells
-
6
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI (XV) as of Q4 2025
As of 31 Dec 2025,
SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI (XV) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,285,886 shares.
The largest 10 holders included
Simplify Asset Management Inc., CreativeOne Wealth, LLC, Owen LaRue, LLC, PRINCIPAL SECURITIES, INC., ENVESTNET ASSET MANAGEMENT INC, OLD MISSION CAPITAL LLC, Brookwood Investment Group LLC, Claris Financial LLC, Millington Financial Advisors, LLC, and JANE STREET GROUP, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.