Latest Period
Q2 2026
Security Snapshot
SIMPLIFY EXCHANGE TRADED FUN - ANCORATO TARGET (XXV) Institutional Ownership
CUSIP: 82889N343
13F Institutional Holders and Ownership History from Q4 2025 to Q3 2026
Institutions Reporting
11
Shares (Excl. Options)
1,352,819
Price
$23.66
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- Security type / class
- Equity / ANCORATO TARGET
- Symbol
- XXV
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,352,819
- Total 13F value
- $31,978,882
- Portfolio coverage rank
- 0%
- Share change
- -136,582
- Value change
- -$3,239,475
- Number of holders
- 11
- SEC-reported price per share
- $22.97
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
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.
- 11 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 11 to 1 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $31,978,882 to $1,427,968.
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 11 institutions filings for Q2 2026.
Security key
82889N343
Latest holder period
Q2 2026
13F holders
11
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N343:
As of 30 Jun 2026, 11 institutional investors reported holding 1,352,819 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
4
Latest
Q2 2026
Rows shown
1-4 of 4