SIMPLIFY EXCHANGE TRADED FUN (XXV)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
11
Reporting holders
$32.0M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | $13.8M | 584,369 | 5.69% | 3q | -34.8%-$7.4M |
| BNP PARIBAS FINANCIAL MARKETS | $4.7M | 197,917 | 0.00% | 2q | HELD |
| Simplify Asset Management Inc. | $2.8M | 116,500 | 0.04% | 3q | -6.8%-$201.1K |
| PRINCIPAL SECURITIES, INC. | $2.5M | 107,055 | 0.03% | 2q | +102.5%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 104,778 | 0.00% | 2q | +98.2%+$1.2M |
| Brookwood Investment Group LLC | $2.0M | 86,497 | 0.23% | 2q | +23.8%+$393.1K |
| Castleview Partners, LLC | $1.4M | 59,713 | 0.62% | 3q | -15.9%-$267.2K |
| Millington Financial Advisors, LLC | $917.7K | 39,728 | 0.36% | 3q | +64.2%+$358.7K |
| Crusonia Wealth Advisors LLC | $662.4K | 28,003 | 0.11% | new | NEW |
| CreativeOne Wealth, LLC | $519.3K | 21,955 | 0.01% | new | NEW |
| LANARK FINANCIAL, INC. | $149.1K | 6,304 | 0.01% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $32.0M | 1,352,819 | 3 | 4 | 3 | 0.0% |
| Q1 2026 | 8 | $33.8M | 1,489,401 | 4 | 3 | 0 | 0.0% |
| Q4 2025 | 6 | $21.8M | 858,255 | 6 | 0 | 0 | 0.0% |