IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Simplify Target 15 Distr ETF (XV)

CUSIP: 82889N350 | NYSE | 33 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Simplify Asset Management Inc.1,149,406
0.5% of portfolio›$27.7M
Mather Group, Llc.43,929
0.0% of portfolio›$1.1M
Outlook Wealth Advisors, LLC35,846
0.2% of portfolio›$863.9K
Brookstone Capital Management35,584
0.0% of portfolio›$857.6K
Winnacle Wealth LLC32,877
0.5% of portfolio›$792.3K
Crusonia Wealth Advisors LLC21,625
0.1% of portfolio›$521.2K
Lanark Financial, Inc.18,729
0.0% of portfolio›$451.4K
SteelPeak Wealth, LLC15,233
0.0% of portfolio›$367.1K
WealthCare Asset Management, LLC11,105
0.2% of portfolio›$267.6K
Larson Financial Group LLC1,000
0.0% of portfolio›$24.1K
StyleTurnoverLocationFiled
Simplify Asset Management Inc.
1,149,406$27.7M0.5%CoreLowLas Vegas, NV2026-10-27
Mather Group, Llc.
43,929$1.1M0.0%ETFMediumChicago, IL2026-10-14
Outlook Wealth Advisors, LLC
35,846$863.9K0.2%ETFMediumShenandoah, TX2026-10-28
Brookstone Capital Management
35,584$857.6K0.0%ETFMediumWheaton, IL2026-10-22
Winnacle Wealth LLC
32,877$792.3K0.5%CoreMediumWaco, TX2026-10-15
Crusonia Wealth Advisors LLC
21,625$521.2K0.1%ETFVery LowDenver, CO2026-10-26
Lanark Financial, Inc.
18,729$451.4K0.0%CoreMediumBirmingham, AL2026-10-26
SteelPeak Wealth, LLC
15,233$367.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
WealthCare Asset Management, LLC
11,105$267.6K0.2%CoreHighSpringfield, MO2026-10-26
Larson Financial Group LLC
1,000$24.1K0.0%GrowthLowSt Louis, MO2026-11-05