XXV SIMPLIFY EXCHANGE TRADED FUN
FollowANCORATO TARGET (fund)
6 managers (6 13F filers) reported a position in XXV shares at 2025-12-31, 858,255 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 6
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 858,255
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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/… | 662,452 | $16.8M | 8.07% | new | 13F-HRTimelineGroup |
| Simplify Asset Management Inc. | 125,000 | $3.18M | 0.05% | new | 13F-HRTimeline |
| Castleview Partners, LLC | 44,705 | $1.14M | 0.56% | new | 13F-HRTimeline |
| Balefire, LLC | 8,907 | $227K | 0.04% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 8,705 | $221K | <0.01% | new | 13F-HRTimelineGroup |
| Millington Financial Advisors, LLC | 8,486 | $209K | 0.09% | new | 13F-HRTimeline |