Simplify Ancorato Target 25 Distribution ETF (XXV) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for XXV. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 584,369 | $14M | DECREASED |
| Bnp Paribas Financial Markets | 197,917 | $5M | UNCHANGED |
| Simplify Asset Management | 116,500 | $3M | DECREASED |
| Principal Securities | 107,055 | $3M | INCREASED |
| Envestnet Asset Management | 104,778 | $2M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Simplify Ancorato Target 25 Distribution ETF on SentiSense.