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Simplify Target 15 Distr ETF (XV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Simplify Asset Management Inc.
INCREASED
Shares1,149,406 from 624,406
Change+525,000 (+84%)
Value$27.7M (+$12.2M)
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares43,929 from 39,890
Change+4,039 (+10%)
Value$1.1M (+$70.2K)
Filed 2026-10-14
Outlook Wealth Advisors, LLC
NEW
Shares35,846
Change+35,846
Value$863.9K
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares35,584 from 22,317
Change+13,267 (+59%)
Value$857.6K (+$304.6K)
Filed 2026-10-22
Winnacle Wealth LLC
NEW
Shares32,877
Change+32,877
Value$792.3K
Filed 2026-10-15
Crusonia Wealth Advisors LLC
INCREASED
Shares21,625 from 10,971
Change+10,654 (+97%)
Value$521.2K (+$249.3K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares18,729 from 13,002
Change+5,727 (+44%)
Value$451.4K (+$129.2K)
Filed 2026-10-26
SteelPeak Wealth, LLC
NEW
Shares15,233
Change+15,233
Value$367.1K
Filed 2026-10-16
WealthCare Asset Management, LLC
DECREASED
Shares11,105 from 21,266
Change-10,161 (-48%)
Value$267.6K (-$259.3K)
Filed 2026-10-26
Larson Financial Group LLC
NEW
Shares1,000
Change+1,000
Value$24.1K
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares410 from 75
Change+335 (+447%)
Value$9.9K (+$8.0K)
Filed 2026-11-06
Islay Capital Management, LLC
CLOSED
Shares0 from 5,275
Change-5,275 (-100%)
Value$0 (-$130.7K)
Filed 2026-10-20
Harbour Investments, Inc.
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-09
Principal Securities, Inc.
N/A
Shares— from 328,521
Change-328,521 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 263,327
Change-263,327 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 251,782
Change-251,782 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 80,307
Change-80,307 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 69,537
Change-69,537 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 60,380
Change-60,380 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 47,772
Change-47,772 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 34,834
Change-34,834 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,917
Change-11,917 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Simplify Asset Management Inc.
INCREASED1,149,406624,406+525,000+84%$15.5M$27.7M+$12.2M2026-10-27
Mather Group, Llc.
INCREASED43,92939,890+4,039+10%$988.5K$1.1M+$70.2K2026-10-14
Outlook Wealth Advisors, LLC
NEW35,846—+35,846——$863.9K—2026-10-28
Brookstone Capital Management
INCREASED35,58422,317+13,267+59%$553.0K$857.6K+$304.6K2026-10-22
Winnacle Wealth LLC
NEW32,877—+32,877——$792.3K—2026-10-15
Crusonia Wealth Advisors LLC
INCREASED21,62510,971+10,654+97%$271.9K$521.2K+$249.3K2026-10-26
Lanark Financial, Inc.
INCREASED18,72913,002+5,727+44%$322.2K$451.4K+$129.2K2026-10-26
SteelPeak Wealth, LLC
NEW15,233—+15,233——$367.1K—2026-10-16
WealthCare Asset Management, LLC
DECREASED11,10521,266-10,161-48%$527.0K$267.6K-$259.3K2026-10-26
Larson Financial Group LLC
NEW1,000—+1,000——$24.1K—2026-11-05
Clearstead Advisors, LLC
INCREASED41075+335+447%$1.9K$9.9K+$8.0K2026-11-06
Islay Capital Management, LLC
CLOSED05,275-5,275-100%$130.7K$0-$130.7K2026-10-20
Harbour Investments, Inc.
CLOSED0187-187-100%$4.6K$0-$4.6K2026-11-09
Principal Securities, Inc.
N/A—328,521-328,521-100%$8.1M———
Envestnet Asset Management Inc
N/A—263,327-263,327-100%$6.5M———
CreativeOne Wealth, LLC
N/A—251,782-251,782-100%$6.2M———
Owen LaRue, LLC
N/A—80,307-80,307-100%$2.0M———
Millington Financial Advisors, LLC
N/A—69,537-69,537-100%$1.7M———
Brookwood Investment Group LLC
N/A—60,380-60,380-100%$1.5M———
Old Mission Capital LLC
N/A—47,772-47,772-100%$1.2M———
Janney Montgomery Scott LLC
N/A—34,834-34,834-100%$863.0K———
Legacy Wealth Managment, LLC
N/A—11,917-11,917-100%$295.3K———
AE Wealth Management LLC
N/A—862-862-100%$21.4K———
Wells Fargo & Company
N/A—1-1-100%$28———
Showing 24 of 24 institutions