XXV institutional holders
Simplify Ancorato Target 25 Distribution ETF · 11 reporting institutions · $32M reported value
Funds that can replace XXV · XXV return decomposition
Institutional holdings
| Institution | Reported position | Advisors at firm | Report period |
|---|---|---|---|
| Legacy Wealth Managment, Llc/id | $13.8M | 49 | 2026-06-30 |
| Bnp Paribas Financial Markets | $4.7M | 0 | 2026-06-30 |
| Simplify Asset Management Inc. | $2.8M | 4 | 2026-06-30 |
| Principal Securities, Inc. | $2.5M | 1,463 | 2026-06-30 |
| Envestnet Pmc | $2.5M | 60 | 2026-06-30 |
| Brookwood Investment Group LLC | $2M | 69 | 2026-06-30 |
| Castleview Partners, LLC | $1.4M | 13 | 2026-06-30 |
| Millington Financial Advisors, LLC | $917.7K | 5 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $662.4K | 17 | 2026-06-30 |
| Creativeone Wealth, LLC | $519.3K | 221 | 2026-06-30 |
| Lanark Financial, Inc. | $149.1K | 69 | 2026-06-30 |
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30