Simplify Target 15 Distr ETF
$24.63+0.5%
+$9.9M
Net Activity
+24.83% total shares
Institutions Holding
20
Popularity Rank
#8385
Avg Weight
0.12%
Total Value
$46.7M
20 institutions currently hold XV, with 13 net buyers and 6 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
6
Net Buying Institutions
13
Top 5 by Value
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Across its top 20 institutional holders, XV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 27/100).
XV ranks #8385 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
20 institutions disclose a position in XV, but none treat it as a major bet — even Owen LaRue, LLC, its most concentrated holder, allocates just 0.7% of its own portfolio to it.
Principal Securities, Inc. has added to its XV position for two straight quarters, increasing it by $6.1M to reach $8.1M today.
Clearstead Advisors, LLC has trimmed its XV position for two straight quarters, cutting it by $11.7K while still holding $1.9K.
XV is up 0.5% today, and institutions have been net buyers of $9.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$10.1M
Total Buy Value
$783.0K
Total Sell Value
13
Net Buyers
6
Net Sellers
XV
Q2 2026
Top 5 Institutional Movers
+$2.7M
+$2.3M
+$2.3M
+$863.0K
+$763.3K
XV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
82889N350
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,142
Total reported value
$2.9T
Held by 6142 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,807
Total reported value
$1.8T
Held by 5807 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,252
Total reported value
$1.3T
Held by 5252 institutions — one of the most-tracked stocks on AlphaSMO
Access XV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XVCLI
npx alphasmo stocks get XV