Who Owns Simplify Ancorato Target 25 Distribution ETF (XXV)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$1674731781136.2T
% of Float Held
—
QoQ Change in Holders
+6 / -0
Price History
XXV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | New Position | +662K | +$16.8M |
| Simplify Asset Management Inc. | New Position | +125K | +$3.2M |
| Castleview Partners, LLC | New Position | +45K | +$1.1M |
| Balefire, LLC | New Position | +9K | +$226K |
| Millington Financial Advisors, LLC | New Position | +8K | +$209K |
| JANE STREET GROUP, LLC | New Position | +9K | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 658,555 | $16.7M | 8.01% | Share |
| 2 | Simplify Asset Management Inc. | 125,000 | $3.2M | 0.05% | Share |
| 3 | Castleview Partners, LLC | 44,705 | $1.1M | 0.56% | Share |
| 4 | Balefire, LLC | 8,907 | $226K | 0.04% | Share |
| 5 | Millington Financial Advisors, LLC | 8,486 | $209K | 0.09% | Share |
| 6 | Legacy Wealth Managment, LLC/ID | 3,897 | $99K | 0.05% | Share |
| 7 | JANE STREET GROUP, LLC | 8,705 | $0 | 0.00% | Share |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold XXV (Simplify Ancorato Target 25 Distribution ETF). The largest holder is Legacy Wealth Managment, LLC/ID with $16.7M in shares. This quarter, 6 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own XXV?
As of Q4 2025, 7 institutional investors report holding XXV (Simplify Ancorato Target 25 Distribution ETF) in their 13F filings.
Who is the largest institutional holder of XXV?
The largest institutional holder of XXV is Legacy Wealth Managment, LLC/ID with $16.7M in shares.
Is institutional ownership of XXV increasing or decreasing?
This quarter, 6 institutions opened new positions in XXV and 0 closed their positions.