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 SEC filings.
Institutional ownership of XXV from SEC Form 13F filings across 7 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, 7 institutions disclosed 658,779 shares of Simplify Ancorato Target 25 Distribution ETF worth $15.6M — about 31.9% of shares outstanding; the largest disclosed holder is BNP PARIBAS FINANCIAL MARKETS. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$15.6M
value, 2026 filers
31.9%
of shares outstanding (658,779 sh)
1
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 | BNP PARIBAS FINANCIAL MARKETS | 197,917 | $4.7M | 0.0% | 9.6% | 0.0% |
| 2 | Simplify Asset Management Inc. | 116,500 | $2.8M | 0.0% | 5.6% | -6.8% |
| 3 | PRINCIPAL SECURITIES, INC. | 107,055 | $2.5M | 0.0% | 5.2% | +102.5% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 104,778 | $2.5M | 0.0% | 5.1% | +98.2% |
| 5 | Brookwood Investment Group LLC | 86,497 | $2.0M | 0.2% | 4.2% | +23.8% |
| 6 | Millington Financial Advisors, LLC | 39,728 | $917,710 | 0.4% | 1.9% | +64.2% |
| 7 | 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 · options positioning · supply chain. Research, not investment advice.