MG
XV

Mather Group’s Simplify Target 15 Distribution ETF XV Stock Holding History

Mather Group’s Portfolio XV Stock Details XV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$412K Buy
+17,468
New +$435K ﹤0.01% 542

Other funds holding XV

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mather Group's XV Position: Q1 2026 in Review

Mather Group opened a new position in Simplify Target 15 Distribution ETF (XV) in Q1 2026: 17,468 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

18 funds tracked by Wall St. Rank hold XV as of Q1 2026.

  • Mather Group held 17,468 shares of Simplify Target 15 Distribution ETF worth $412K as of Q1 2026.
  • Simplify Target 15 Distribution ETF was a new Mather Group position in Q1 2026.
  • Simplify Target 15 Distribution ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #542 holding.
  • 18 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.