Simplify Ancorato TRG 25 DisXXVETF
13F holders, Q1 2026 (March 31)8holders +2
4new positions
2sold out
$22.67avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding Simplify Ancorato TRG 25 Dis (XXV) in their 13F filings, up 2 from Q4 2025. 4 opened new positions and 2 sold out. The largest holders were Legacy Wealth Managment, LLC ($20.3M), BNP Paribas Financial Markets ($4.5M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $8.5M |
| Exits | 2 | $448K |
All 13F filers, Q4 2025 → Q1 2026: 648,758 shares bought and 17,612 shares sold, net +631,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Legacy Wealth Managment, LLC | 10.11% | Add +35.2% | 895,642 | $20.3M |
| BNP Paribas Financial Markets | 0.00% | New | 197,917 | $4.5M |
| Simplify Asset Management Inc. | 0.04% | No change | 125,000 | $2.8M |
| Castleview Partners, LLC | 0.82% | Add +58.8% | 71,008 | $1.6M |
| Brookwood Investment Group LLC | 0.20% | New | 69,881 | $1.6M |
| Principal Securities, Inc. | 0.02% | New | 52,876 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | New | 52,876 | $1.2M |
| Millington Financial Advisors, LLC | 0.24% | Add +185.2% | 24,201 | $564K |
"% 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.