Simplify Ancorato TRG 25 DisXXVETF
13F holders, Q2 2026 (June 30)11holders +3
3new positions
0sold out
$23.64avg. 13F price*
At the end of Q2 2026, 11 institutions reported holding Simplify Ancorato TRG 25 Dis (XXV) in their 13F filings, up 3 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Legacy Wealth Managment, LLC ($13.8M), BNP Paribas Financial Markets ($4.7M) and Simplify Asset Management Inc. ($2.8M).
- Company
- Simplify Ancorato TRG 25 Dis
- CUSIP
- 82889N343
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 194,486 shares bought and 331,068 shares sold, net −136,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Legacy Wealth Managment, LLC | 5.70% | Reduce -34.8% | 584,369 | $13.8M |
| BNP Paribas Financial Markets | 0.00% | No change | 197,917 | $4.7M |
| Simplify Asset Management Inc. | 0.04% | Reduce -6.8% | 116,500 | $2.8M |
| Principal Securities, Inc. | 0.03% | Add +102.5% | 107,055 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +98.2% | 104,778 | $2.5M |
| Brookwood Investment Group LLC | 0.24% | Add +23.8% | 86,497 | $2.0M |
| Castleview Partners, LLC | 0.62% | Reduce -15.9% | 59,713 | $1.4M |
| Millington Financial Advisors, LLC | 0.36% | Add +64.2% | 39,728 | $918K |
| Crusonia Wealth Advisors LLC | 0.11% | New | 28,003 | $662K |
| CreativeOne Wealth, LLC | 0.01% | New | 21,955 | $519K |
| Lanark Financial, Inc. | 0.01% | New | 6,304 | $149K |
"% of holder's portfolio" is XXV's weight in each manager's 13F, not the share of Simplify Ancorato TRG 25 Dis the manager owns.