XV

Simplify Target 15 Distribution ETF
XV

15 hedge funds and large institutions have $34.6M invested in Simplify Target 15 Distribution ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

11.97% less ownership

Funds ownership: 62.45% → 50.48% (-12%)

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.19M
2
+$956K
3
+$865K
4
BIG
Brookwood Investment Group
Arizona
+$862K
5
Jane Street
Jane Street
New York
+$481K

Top Sellers

1
-$684K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$25.9M
CW
2
CreativeOne Wealth
Kansas
$4.14M
OMC
3
Old Mission Capital
Illinois
$1.19M
CF
4
Claris Financial
Virginia
$953K
BIG
5
Brookwood Investment Group
Arizona
$859K
Jane Street
6
Jane Street
New York
$479K
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$415K
PS
8
Principal Securities
Iowa
$249K
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$235K
ICM
10
Islay Capital Management
Texas
$74.5K
EWM
11
Evolution Wealth Management
Florida
$38.6K
Osaic Holdings
12
Osaic Holdings
Arizona
$24.6K
FFA
13
Farther Finance Advisors
California
$5.19K
ACM
14
Anfield Capital Management
California
$293
Wells Fargo
15
Wells Fargo
California
$18