XXV Institutional Ownership & Shareholders
SIMPLIFY ANCORATO TRG 25 DIS (XXV) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $12.50M, representing an estimated loss of -9.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% 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
12
Total Reported Value
$32.27M
Largest Holder
Legacy Wealth Managment, Llc/Id
Largest Position
$13.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
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 | $12,499,653 | -$1,323,590 | -9.58% | |
| Bnp Paribas Financial Markets | 0.00% | 197,917 | $4,681,727 | $4,233,445 | -$448,282 | -9.58% | |
| Simplify Asset Management Inc. | 0.05% | 116,500 | $2,676,005 | $2,491,935 | -$184,070 | -6.88% | |
| Principal Securities, Inc. | 0.03% | 107,055 | $2,532,380 | $2,289,906 | -$242,474 | -9.57% | |
| Envestnet Asset Management Inc | 0.00% | 104,778 | $2,478,529 | $2,241,201 | -$237,328 | -9.58% | |
| Brookwood Investment Group Llc | 0.24% | 86,497 | $2,046,087 | $1,850,171 | -$195,916 | -9.58% | |
| Castleview Partners, Llc | 0.63% | 62,166 | $1,427,968 | $1,329,731 | -$98,237 | -6.88% | |
| Millington Financial Advisors, Llc | 0.36% | 39,728 | $917,710 | $849,782 | -$67,928 | -7.40% | |
| Crusonia Wealth Advisors Llc | 0.10% | 28,003 | $643,229 | $598,984 | -$44,245 | -6.88% | |
| Creativeone Wealth, Llc | 0.01% | 21,955 | $519,339 | $469,617 | -$49,722 | -9.57% | |
| Encompass More Asset Management | 0.04% | 12,389 | $284,572 | $265,001 | -$19,571 | -6.88% | |
| Nbc Securities, Inc. | 0.02% | 10,495 | $241,070 | $224,488 | -$16,582 | -6.88% |
Frequently asked questions about XXV
Who are the largest institutional holders of XXV?
The largest institutional holders of XXV reported in the latest SEC Form 13F filings include Legacy Wealth Managment, Llc/Id, Bnp Paribas Financial Markets, Simplify Asset Management Inc., Principal Securities, Inc., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported XXV position.
What is XXV institutional ownership?
This page tracks XXV positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY ANCORATO TRG 25 DIS (XXV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XXV?
InsiderSet currently tracks 12 institutional managers reporting XXV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XXV shareholders.
How much XXV stock do institutions own?
Institutional investment managers disclosed approximately $32.27M in XXV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XXV institutional ownership last updated?
The latest XXV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XXV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XXV position after the reporting date.
Are institutions buying or selling XXV?
Institutional buying and selling can be analyzed by comparing XXV positions across consecutive 13F reporting periods. InsiderSet's XXV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XXV ownership changes.
How has XXV institutional ownership changed over time?
InsiderSet tracks XXV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.