XXV SIMPLIFY EXCHANGE TRADED FUN
FollowANCORATO TARGET (fund)
11 managers (11 13F filers) reported a position in XXV shares at 2026-06-30, 1,352,819 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 3
- Added
- 4
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 1,352,819
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/… | 584,369 | $13.8M | 5.7% | -311,273 | 13F-HRTimelineGroup |
| BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS | 197,917 | $4.68M | <0.01% | 0 | 13F-HRTimelineGroup |
| Simplify Asset Management Inc. | 116,500 | $2.76M | 0.04% | -8,500 | 13F-HRTimeline |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 107,055 | $2.53M | 0.03% | +54,179 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 104,778 | $2.48M | <0.01% | +51,902 | 13F-HRTimelineGroup |
| Brookwood Investment Group LLC | 86,497 | $2.05M | 0.24% | +16,616 | 13F-HRTimeline |
| Castleview Partners, LLC | 59,713 | $1.41M | 0.62% | -11,295 | 13F-HRTimeline |
| Millington Financial Advisors, LLC | 39,728 | $918K | 0.36% | +15,527 | 13F-HRTimeline |
| Crusonia Wealth Advisors LLC | 28,003 | $662K | 0.11% | new | 13F-HRTimeline |
| CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC | 21,955 | $519K | 0.01% | new | 13F-HRTimelineGroup |
| LANARK FINANCIAL, INC. | 6,304 | $149K | 0.01% | new | 13F-HRTimeline |