XXV SIMPLIFY EXCHANGE TRADED FUN

ANCORATO TARGET (fund)

8 managers (8 13F filers) reported a position in XXV shares at 2026-03-31, 1,489,401 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers: 8
13F filers: 8
New: 4
Added: 3
Reduced: 0
Sold out: 2
Shares held by filers: 1,489,401

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/…	895,642	$20.3M	10.11%	+233,190	13F-HR Timeline Group
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS	197,917	$4.48M	<0.01%	new	13F-HR Timeline Group
Simplify Asset Management Inc.	125,000	$2.83M	0.04%	0	13F-HR Timeline
Castleview Partners, LLC	71,008	$1.61M	0.82%	+26,303	13F-HR Timeline
Brookwood Investment Group LLC	69,881	$1.58M	0.2%	new	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	52,876	$1.2M	0.02%	new	13F-HR Timeline Group
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC	52,876	$1.2M	<0.01%	new	13F-HR Timeline Group
Millington Financial Advisors, LLC	24,201	$564K	0.24%	+15,715	13F-HR Timeline