Simplify Ancorato TRG 25 DisXXVETF
13F holders, Q4 2025 (December 31)6holders
$25.42avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Simplify Ancorato TRG 25 Dis (XXV) in their 13F filings. The largest holders were Legacy Wealth Managment, LLC ($16.8M), Simplify Asset Management Inc. ($3.2M) and Castleview Partners, LLC ($1.1M).
- Company
- Simplify Ancorato TRG 25 Dis
- CUSIP
- 82889N343
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $21.8M |
| Exits | 0 | $0 |
Ownership 6 holders
| Legacy Wealth Managment, LLC | 8.07% | New | 662,452 | $16.8M |
| Simplify Asset Management Inc. | 0.05% | New | 125,000 | $3.2M |
| Castleview Partners, LLC | 0.56% | New | 44,705 | $1.1M |
| Balefire, LLC | 0.04% | New | 8,907 | $227K |
| Jane Street Group, LLC | 0.00% | New | 8,705 | $221K |
| Millington Financial Advisors, LLC | 0.09% | New | 8,486 | $209K |
"% 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.