XV Institutional Ownership
Simplify Target 15 Distribution ETF
1W: +0.3%
1M: -1.5%
3M: -2.1%
YTD: -1.8%
1Y: -6.7%
$24.27
+0.12 (+0.50%)
Weekly Expected Move ±1.2%
$24
$24
$24
$25
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XV
22
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
46M
Total Invested
4
New Positions
9
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 624,406 | $15M | — | +0.0% | 5Q | SEC ↗ |
| 2 | PRINCIPAL SECURITIES, INC. | 328,521 | $8M | +99,007 | +43.1% | 4Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 263,327 | $6M | +85,719 | +48.3% | 4Q | SEC ↗ |
| 4 | CreativeOne Wealth, LLC | 251,782 | $6M | +86,688 | +52.5% | 5Q | SEC ↗ |
| 5 | Owen LaRue, LLC | 80,307 | $2M | -188 | -0.2% | 3Q | SEC ↗ |
| 6 | Millington Financial Advisors, LLC | 69,537 | $2M | +30,868 | +79.8% | 3Q | SEC ↗ |
| 7 | Brookwood Investment Group LLC | 60,380 | $1M | -7,320 | -10.8% | 4Q | SEC ↗ |
| 8 | OLD MISSION CAPITAL LLC | 47,772 | $1M | -287 | -0.6% | 4Q | SEC ↗ |
| 9 | MATHER GROUP, LLC. | 39,890 | $968K | +22,422 | +128.4% | 2Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC NEW | 34,834 | $845K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Brookstone Capital Management | 22,317 | $542K | +7,104 | +46.7% | 2Q | SEC ↗ |
| 12 | WealthCare Asset Management, LLC | 21,266 | $516K | +10,745 | +102.1% | 2Q | SEC ↗ |
| 13 | LANARK FINANCIAL, INC. | 13,002 | $316K | +7,117 | +120.9% | 3Q | SEC ↗ |
| 14 | Legacy Wealth Managment, LLC/ID | 11,917 | $289K | +11,546 | +3112.1% | 2Q | SEC ↗ |
| 15 | Crusonia Wealth Advisors LLC NEW | 10,971 | $266K | — | +0.0% | 1Q | SEC ↗ |
| 16 | ISLAY CAPITAL MANAGEMENT, LLC | 5,275 | $128K | — | +0.0% | 4Q | SEC ↗ |
| 17 | AE Wealth Management LLC NEW | 862 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. NEW | 187 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Clearstead Advisors, LLC | 75 | $2K | -500 | -87.0% | 3Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 21 | Farther Finance Advisors, LLC | 0 | $0K | -195 | -100.0% | 2Q | SEC ↗ |
| 22 | Anfield Capital Management, LLC | 0 | $0K | -44 | -100.0% | 2Q | SEC ↗ |
| 23 | Strategic Blueprint, LLC | 0 | $0K | -8,715 | -100.0% | 1Q | SEC ↗ |
| 24 | Claris Financial LLC | 0 | $0K | -35,404 | -100.0% | 2Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 0 | $0K | -15,793 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 34,834 | $845K |
| Crusonia Wealth Advisors LLC | 10,971 | $266K |
| AE Wealth Management LLC | 862 | $21K |
| HARBOUR INVESTMENTS, INC. | 187 | $5K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Claris Financial LLC | 35,404 | $859K |
| JANE STREET GROUP, LLC | 15,793 | $383K |
| Strategic Blueprint, LLC | 8,715 | $212K |
| Farther Finance Advisors, LLC | 195 | $5K |
| Anfield Capital Management, LLC | 44 | $1K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | +99,007 | +43.1% | 328,521 |
| CreativeOne Wealth, LLC | +86,688 | +52.5% | 251,782 |
| ENVESTNET ASSET MANAGEMENT INC | +85,719 | +48.3% | 263,327 |
| Millington Financial Advisors, LLC | +30,868 | +79.8% | 69,537 |
| MATHER GROUP, LLC. | +22,422 | +128.4% | 39,890 |
| Legacy Wealth Managment, LLC/ID | +11,546 | +3112.1% | 11,917 |
| WealthCare Asset Management, LLC | +10,745 | +102.1% | 21,266 |
| LANARK FINANCIAL, INC. | +7,117 | +120.9% | 13,002 |
| Brookstone Capital Management | +7,104 | +46.7% | 22,317 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Brookwood Investment Group LLC | -7,320 | -10.8% | 60,380 |
| Clearstead Advisors, LLC | -500 | -87.0% | 75 |
| OLD MISSION CAPITAL LLC | -287 | -0.6% | 47,772 |
| Owen LaRue, LLC | -188 | -0.2% | 80,307 |