Who owns XXV?
Simplify Ancorato Target 25 Distribution ETF · Simplify
11 institutions reported holding XXV, worth $32.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XXV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Legacy Wealth Managment, LLC | Boise, ID | $13.8M | 584,369 | −311,273 shares |
| BNP Paribas Financial Markets | Paris, France | $4.7M | 197,917 | No change |
| Simplify Asset Management Inc. | Las Vegas, NV | $2.8M | 116,500 | −8,500 shares |
| Principal Securities, Inc. | Des Moines, IA | $2.5M | 107,055 | +54,179 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.5M | 104,778 | +51,902 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $2.0M | 86,497 | +16,616 shares |
| Castleview Partners, LLC | Dallas, TX | $1.4M | 59,713 | −11,295 shares |
| Millington Financial Advisors, LLC | Naperville, IL | $918K | 39,728 | +15,527 shares |
| Crusonia Wealth Advisors LLC | Denver, CO | $662K | 28,003 | New position |
| CreativeOne Wealth, LLC | Overland Park, KS | $519K | 21,955 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XXV?
11 institutional managers reported holding XXV in Form 13F filings for June 30, 2026, worth $32.0M in total. The largest reported position was held by Legacy Wealth Managment, LLC, at $13.8M.
Did institutions buy or sell XXV last quarter?
Reported 13F value fell 5.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XXV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.