Who owns Simplify Ancorato Target 25 Distribution ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XXV from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 1.4M shares of Simplify Ancorato Target 25 Distribution ETF worth $32.0M — about 65.6% of shares outstanding; the largest disclosed holder is Legacy Wealth Managment, LLC/ID. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$32.0M
value, 2026 filers
65.6%
of shares outstanding (1.4M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XXV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 584,369 | $13.8M | 5.7% | 28.3% | -34.8% |
| 2 | BNP PARIBAS FINANCIAL MARKETS | 197,917 | $4.7M | 0.0% | 9.6% | 0.0% |
| 3 | Simplify Asset Management Inc. | 116,500 | $2.8M | 0.0% | 5.6% | -6.8% |
| 4 | PRINCIPAL SECURITIES, INC. | 107,055 | $2.5M | 0.0% | 5.2% | +102.5% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 104,778 | $2.5M | 0.0% | 5.1% | +98.2% |
| 6 | Brookwood Investment Group LLC | 86,497 | $2.0M | 0.2% | 4.2% | +23.8% |
| 7 | Castleview Partners, LLC | 59,713 | $1.4M | 0.6% | 2.9% | -15.9% |
| 8 | Millington Financial Advisors, LLC | 39,728 | $917,710 | 0.4% | 1.9% | +64.2% |
| 9 | Crusonia Wealth Advisors LLCNEW | 28,003 | $662,411 | 0.1% | 1.4% | new |
| 10 | CreativeOne Wealth, LLCNEW | 21,955 | $519,339 | 0.0% | 1.1% | new |
| 11 | LANARK FINANCIAL, INC.NEW | 6,304 | $149,121 | 0.0% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.