Simplify Ancorato Target 25 Distribution ETF
XXV
6 hedge funds and large institutions have $21.8M invested in Simplify Ancorato Target 25 Distribution ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
98.09% more ownership
Funds ownership: 0% → 98.09% (+98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$17M |
| 2 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$3.2M |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
+$1.14M |
| 4 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
+$228K |
| 5 |
Jane Street
New York
|
+$223K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWMI
1
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $16.8M | +$17M | +662,452 | New |
|
|
SAM
2
Simplify Asset Management
Las Vegas,
Nevada
| $3.18M | +$3.2M | +125,000 | New |
|
|
CP
3
Castleview Partners
Dallas,
Texas
| $1.14M | +$1.14M | +44,705 | New |
|
|
VAG
4
VisionPoint Advisory Group
Dallas,
Texas
| $227K | +$228K | +8,907 | New |
|
|
5
Jane Street
New York
| $221K | +$223K | +8,705 | New |
|
|
MFA
6
Millington Financial Advisors
Naperville,
Illinois
| $209K | +$217K | +8,486 | New |
|
XXV Hedge Fund Activity: Q4 2025 in Review
6 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Ancorato Target 25 Distribution ETF (XXV) for Q4 2025, worth a combined $21.8M.
Buyers outnumbered sellers: 6 funds opened new XXV positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Legacy Wealth Management (Idaho), opening a new position worth an estimated $17M.
- 6 institutional investors held Simplify Ancorato Target 25 Distribution ETF (XXV) as of Q4 2025, up from 0 in Q3 2025.
- Funds reported $21.8M of Simplify Ancorato Target 25 Distribution ETF stock for Q4 2025.
- 6 funds opened new Simplify Ancorato Target 25 Distribution ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
- The largest Simplify Ancorato Target 25 Distribution ETF buyer in Q4 2025 was Legacy Wealth Management (Idaho), an estimated $17M added.
Based on aggregated 13F filings for Q4 2025.