# SIMPLIFY EXCHANGE TRADED FUN (XXV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XXV/

- Reporting holders: 1
- Reported value: $1.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $1.4M | 62,166 | 0.6% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 1 | $1.4M |
| Q2 2026 | 11 | $34.5M |
| Q1 2026 | 8 | $33.8M |
| Q4 2025 | 6 | $21.8M |