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XXV

Simplify Ancorato Target 25 Distribution ETF
XXV

8 hedge funds and large institutions have $33.8M invested in Simplify Ancorato Target 25 Distribution ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

55% more capital invested

Capital invested by funds: $21.8M → $33.8M (+$11.9M)

33% more funds holding

Funds holding: 6 → 8 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

31.15% less ownership

Funds ownership: 98.09% → 66.94% (-31%)

Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$5.73M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.86M
3
BIG
Brookwood Investment Group
Arizona
+$1.72M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.3M
5
PS
Principal Securities
Iowa
+$1.3M

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
-$227K
2
Jane Street
Jane Street
New York
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$20.3M +$5.73M +233,190 +35%
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$4.48M +$4.86M +197,917 New
SAM
3
Simplify Asset Management
Nevada
$2.83M – – –
CP
4
Castleview Partners
Texas
$1.61M +$646K +26,303 +59%
BIG
5
Brookwood Investment Group
Arizona
$1.58M +$1.72M +69,881 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.2M +$1.3M +52,876 New
PS
7
Principal Securities
Iowa
$1.2M +$1.3M +52,876 New
MFA
8
Millington Financial Advisors
Illinois
$564K +$386K +15,715 +185%
VAG
9
VisionPoint Advisory Group
Texas
– -$227K -8,907 Closed
Jane Street
10
Jane Street
New York
– -$221K -8,705 Closed