SIMPLIFY ANCORATO TRG 25 DIS (XXV) Institutional Ownership Changes & 13F Activity
SIMPLIFY ANCORATO TRG 25 DIS (XXV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Legacy Wealth Managment, Llc/Id, Principal Securities, Inc., Envestnet Asset Management Inc, Crusonia Wealth Advisors Llc, and Creativeone Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Legacy Wealth Managment, Llc/Id | Sell | -311,273 | -34.8% | 584,369 | $13.82M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +21,955 | — | 21,955 | $519.34K | Q2 2026 | Aug 13, 2026 |
| Millington Financial Advisors, Llc | Buy | +15,527 | +64.2% | 39,728 | $917.71K | Q2 2026 | Aug 07, 2026 |
| Principal Securities, Inc. | Buy | +54,179 | +102.5% | 107,055 | $2.53M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +51,902 | +98.2% | 104,778 | $2.48M | Q2 2026 | Aug 03, 2026 |
| Crusonia Wealth Advisors Llc | Buy | +28,003 | — | 28,003 | $662.41K | Q2 2026 | Jul 30, 2026 |
| Brookwood Investment Group Llc | Buy | +16,616 | +23.8% | 86,497 | $2.05M | Q2 2026 | Jul 23, 2026 |
| Nbc Securities, Inc. | Buy | +6,304 | — | 6,304 | $149.12K | Q2 2026 | Jul 21, 2026 |
| Castleview Partners, Llc | Sell | -11,295 | -15.9% | 59,713 | $1.41M | Q2 2026 | Jul 20, 2026 |
| Simplify Asset Management Inc. | Sell | -8,500 | -6.8% | 116,500 | $2.76M | Q2 2026 | Jul 16, 2026 |
Frequently asked questions about XXV activity
Which institutional owners are buying XXV?
Institutional owners buying XXV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XXV activity?
"Buy" means an investor increased their reported position in XXV compared to the prior reporting period. This reflects growing exposure to SIMPLIFY ANCORATO TRG 25 DIS (XXV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XXV increasing?
Institutional interest in XXV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.