Simplify Ancorato Target 25 Distribution ETF (XXV)
ETF ยท NYSE Arca
Simplify Ancorato Target 25 Distribution ETF (XXV) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 17, 2025.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- November 17, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 11 institutions reported holding XXV, with 1.4 million shares worth $32.0 million in aggregate. The largest reported holder was Legacy Wealth Managment, LLC/ID, with 584,369 shares worth $13.8 million. Of the 5 largest holders listed below, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 584,369 | $14M | Reduced 34.75% |
| Bnp Paribas Financial Markets | 197,917 | $5M | Unchanged |
| Simplify Asset Management | 116,500 | $3M | Reduced 6.8% |
| Principal Securities | 107,055 | $3M | Added 102.46% |
| Envestnet Asset Management | 104,778 | $2M | Added 98.16% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is XXV?
Simplify Ancorato Target 25 Distribution ETF (XXV) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 17, 2025.
Who are the largest institutional holders of XXV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of XXV were Legacy Wealth Managment, LLC/ID, Bnp Paribas Financial Markets and Simplify Asset Management.
How many institutions own XXV?
11 institutions reported a position in XXV for the quarter ended June 30, 2026, worth $32.0 million in total.
Did institutions buy or sell XXV last quarter?
Of the 5 largest reported holders, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for XXV.
Every reported institutional holder, plus insider and congressional trades in XXV, on SentiSense.