XV institutional holders
Simplify Target 15 Distribution ETF · 20 reporting institutions · $45.9M reported value
Funds that can replace XV · XV return decomposition
Institutional holdings
| Institution | Reported position | Advisors at firm | Report period |
|---|---|---|---|
| Simplify Asset Management Inc. | $15.5M | 4 | 2026-06-30 |
| Principal Securities, Inc. | $8.1M | 1,463 | 2026-06-30 |
| Envestnet Pmc | $6.5M | 60 | 2026-06-30 |
| Creativeone Wealth, LLC | $6.2M | 221 | 2026-06-30 |
| Owen Larue, LLC | $2M | 4 | 2026-06-30 |
| Millington Financial Advisors, LLC | $1.7M | 5 | 2026-06-30 |
| Brookwood Investment Group LLC | $1.5M | 69 | 2026-06-30 |
| Old Mission Capital LLC | $1.2M | 0 | 2026-06-30 |
| Mather Group, Llc. | $988.5K | 110 | 2026-06-30 |
| Brookstone Capital Management | $553K | 337 | 2026-06-30 |
| Wealthcare Asset Management, LLC | $527K | 6 | 2026-06-30 |
| Lanark Financial, Inc. | $322.2K | 69 | 2026-06-30 |
| Legacy Wealth Managment, Llc/id | $295.3K | 49 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $271.9K | 17 | 2026-06-30 |
| Islay Capital Management, LLC | $130.7K | 3 | 2026-06-30 |
| Ae Wealth Management LLC | $21.4K | 471 | 2026-06-30 |
| Harbour Investments, Inc. | $4.6K | 247 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $1.9K | 64 | 2026-06-30 |
| Janney Montgomery Scott LLC | $863 | 1,342 | 2026-06-30 |
| Wells Fargo & Company/mn | $28 | 0 | 2026-06-30 |
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30