SIMPLIFY ANCORATO TRG 25 DIS (XXV) Institutional Shareholders
SIMPLIFY ANCORATO TRG 25 DIS (XXV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $31.98M in XXV holdings during the latest filing period.
Legacy Wealth Managment, Llc/Id is currently the largest disclosed institutional shareholder of XXV tracked by InsiderSet, reporting ownership valued at approximately $13.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.60M, representing an estimated loss of -1.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed XXV value among the investors covered in this analysis. Major shareholders include Legacy Wealth Managment, Llc/Id, Bnp Paribas Financial Markets, Simplify Asset Management Inc., and several other long-term asset managers with concentrated positions in SIMPLIFY ANCORATO TRG 25 DIS (XXV).
This page ranks the largest institutional XXV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Legacy Wealth Managment, Llc/Id | 5.70% | 584,369 | $13,823,243 | $13,604,987 | -$218,256 | -1.58% | |
| Bnp Paribas Financial Markets | 0.00% | 197,917 | $4,681,727 | $4,607,805 | -$73,922 | -1.58% | |
| Simplify Asset Management Inc. | 0.04% | 116,500 | $2,755,808 | $2,712,295 | -$43,513 | -1.58% | |
| Principal Securities, Inc. | 0.03% | 107,055 | $2,532,380 | $2,492,401 | -$39,979 | -1.58% | |
| Envestnet Asset Management Inc | 0.00% | 104,778 | $2,478,529 | $2,439,389 | -$39,140 | -1.58% | |
| Brookwood Investment Group Llc | 0.24% | 86,497 | $2,046,087 | $2,013,780 | -$32,307 | -1.58% | |
| Castleview Partners, Llc | 0.62% | 59,713 | $1,412,527 | $1,390,208 | -$22,319 | -1.58% | |
| Millington Financial Advisors, Llc | 0.36% | 39,728 | $917,710 | $924,927 | +$7,217 | +0.79% | |
| Crusonia Wealth Advisors Llc | 0.11% | 28,003 | $662,411 | $651,952 | -$10,459 | -1.58% | |
| Creativeone Wealth, Llc | 0.01% | 21,955 | $519,339 | $511,145 | -$8,194 | -1.58% | |
| Nbc Securities, Inc. | 0.01% | 6,304 | $149,121 | $146,767 | -$2,354 | -1.58% |
Frequently asked questions about XXV
Who owns the most XXV stock?
The largest holders of XXV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY ANCORATO TRG 25 DIS (XXV).
Is XXV widely held by superinvestors?
Many widely followed stocks like XXV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XXV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.