SIMPLIFY ANCORATO TRG 25 DIS (XXV) Institutional Ownership and Insiders Activity
SIMPLIFY ANCORATO TRG 25 DIS (XXV) is widely held by institutional investors, with 11 firms reporting positions valued at approximately $31.98M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Legacy Wealth Managment, Llc/Id is the largest disclosed holder, reporting approximately $13.82M in XXV holdings in its latest filing.
Institutional Holders
11
Total Reported Value
$31.98M
Largest Holder
Legacy Wealth Managment, Llc/Id
Largest Position
$13.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
3
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance