Latest Period
Q1 2026
Security Snapshot
SIMPLIFY EXCHANGE TRADED FUN - ANCORATO TARGET (XXV) Institutional Ownership
CUSIP: 82889N343
13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026
Institutions Reporting
8
Shares (Excl. Options)
1,489,401
Price
$22.66
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- Security type / class
- Equity / ANCORATO TARGET
- Symbol
- XXV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,489,401
- Total 13F value
- $33,765,811
- Portfolio coverage rank
- 0%
- Share change
- +433,229
- Value change
- +$9,778,561
- Number of holders
- 8
- SEC-reported price per share
- $23.69
Latest holder snapshot
5 signals
Issuer context
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XXV - SIMPLIFY EXCHANGE TRADED FUN - ANCORATO TARGET is tracked under CUSIP 82889N343.
- 8 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 6 to 8 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $21,818,991 to $33,765,811.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 8 institutions filings for Q1 2026.
Security key
82889N343
Latest holder period
Q1 2026
13F holders
8
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N343:
As of 31 Mar 2026, 8 institutional investors reported holding 1,489,401 shares of SIMPLIFY EXCHANGE TRADED FUN - ANCORATO TARGET (XXV).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
2
Latest
Q1 2026
Rows shown
1-2 of 2