SIMPLIFY EXCHANGE TRADED FUN XV
TARGET 15 DISTRI · ETP · CUSIP 82889N350
20
institutional holders
+2 vs Q1 2026
1.9m
shares reported held*
$46.7mreported value*
4 new
9 added
4 reduced
2 sold out
net bought ≈ $9.3m (+375.3k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.77.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 4 |
| Q3 2025 | 15 |
| Q4 2025 | 16 |
| Q1 2026 | 18 |
| Q2 2026 | 20 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 13 | 1 |
| Q4 2025 | 11 | 7 |
| Q1 2026 | 15 | 5 |
| Q2 2026 | 13 | 6 |
Biggest buyers
| PRINCIPAL SECURITIES, INC. | Added | +99.0k |
| CreativeOne Wealth, LLC | Added | +86.7k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +85.7k |
| Janney Montgomery Scott LLC | New | +34.8k |
| Millington Financial Advisors, LLC | Added | +30.9k |
| MATHER GROUP, LLC. | Added | +22.4k |
| Legacy Wealth Managment, LLC/ID | Added | +11.5k |
| Crusonia Wealth Advisors LLC | New | +11.0k |
| WealthCare Asset Management, LLC | Added | +10.7k |
| LANARK FINANCIAL, INC. | Added | +7.1k |
Biggest sellers
| JANE STREET GROUP, LLC | Sold out | -15.8k |
| Strategic Blueprint, LLC | Sold out | -8.7k |
| Brookwood Investment Group LLC | Reduced | -7.3k |
| Clearstead Advisors, LLC | Reduced | -500 |
| OLD MISSION CAPITAL LLC | Reduced | -287 |
| Owen LaRue, LLC | Reduced | -188 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Simplify Asset Management Inc. 0.22% of their portfolio | 624.4k $15.5m | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.10% of their portfolio | 328.5k $8.1m | Added +99.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 263.3k $6.5m | Added +85.7k |
| CreativeOne Wealth, LLC 0.13% of their portfolio | 251.8k $6.2m | Added +86.7k |
| Owen LaRue, LLC 0.69% of their portfolio | 80.3k $2.0m | Reduced -188 |
| Millington Financial Advisors, LLC 0.67% of their portfolio | 69.5k $1.7m | Added +30.9k |
| Brookwood Investment Group LLC 0.17% of their portfolio | 60.4k $1.5m | Reduced -7.3k |
| OLD MISSION CAPITAL LLC 0.03% of their portfolio | 47.8k $1.2m | Reduced -287 |
| MATHER GROUP, LLC. 0.01% of their portfolio | 39.9k $988.5k | Added +22.4k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 34.8k $863.0k | New |
| Brookstone Capital Management 0.01% of their portfolio | 22.3k $553.0k | Added +7.1k |
| WealthCare Asset Management, LLC 0.22% of their portfolio | 21.3k $527.0k | Added +10.7k |
| LANARK FINANCIAL, INC. 0.02% of their portfolio | 13.0k $322.2k | Added +7.1k |
| Legacy Wealth Managment, LLC/ID 0.12% of their portfolio | 11.9k $295.3k | Added +11.5k |
| Crusonia Wealth Advisors LLC 0.04% of their portfolio | 11.0k $271.9k | New |
| ISLAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 5.3k $130.7k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 862 $21.4k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 187 $4.6k | New |
| Clearstead Advisors, LLC 0.00% of their portfolio | 75 $1.9k | Reduced -500 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $28 | Unchanged |