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Simplify Ancorato Target 25 Distribution ETF (XXV) Institutional Ownership

$23.48 -0.06 (-0.25%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Simplify Ancorato Target 25 Distribution ETF (NYSEARCA:XXV)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$22.25M
Number of
Institutional Sellers
(last 12 months)
0
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XXV Institutional Buying and Selling by Quarter

Simplify Ancorato Target 25 Distribution ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2026 Castleview Partners LLC71,008$1.61M0.8%+58.8%3.272%
2/12/2026Jane Street Group LLC8,705$221K0.0%N/A0.000%
2/9/2026Millington Financial Advisors LLC8,486$209K0.1%N/A0.000%
2/9/2026 Simplify Asset Management Inc.125,000$3.18M0.1%N/A0.000%
2/3/2026Legacy Wealth Managment LLC ID662,452$16.85M8.1%N/A0.000%
1/12/2026 Castleview Partners LLC44,705$1.14M0.6%N/A0.000%


XXV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XXV shares?

During the previous two years, the following institutional investors and hedge funds held shares of Simplify Ancorato Target 25 Distribution ETF shares: Legacy Wealth Managment LLC ID ($16.85M), Simplify Asset Management Inc. ($3.18M), Castleview Partners LLC ($1.61M), and Jane Street Group LLC ($221K), Millington Financial Advisors LLC ($209K).Learn more on Simplify Ancorato Target 25 Distribution ETF's institutional investors.

Which institutional investors have been buying Simplify Ancorato Target 25 Distribution ETF's stock?

The following institutional investors have purchased Simplify Ancorato Target 25 Distribution ETF's stock in the last 24 months: Legacy Wealth Managment LLC ID ($662.45K), Simplify Asset Management Inc. ($125K), Castleview Partners LLC ($71.01K), Jane Street Group LLC ($8.71K), and Millington Financial Advisors LLC ($8.49K).

How much institutional buying is happening at Simplify Ancorato Target 25 Distribution ETF?

Institutional investors have bought a total of 875,651 shares in the last 24 months. This purchase volume represents approximately $22.25M in transactions.



This page (NYSEARCA:XXV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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