Simplify Exchange Traded Funds - XXV

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$31.97M
QoQ value delta ($000)
-$1.789M (-5.3%)
Implied price effect (QoQ)
+4.26%
Shares
Total shares
1,352,819
QoQ shares delta
-136,582 (-9.17%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (XXV)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Legacy Wealth Managment, LLC/ID 13,823 584,369 5.69%
BNP PARIBAS FINANCIAL MARKETS 4,681 197,917 0.0%
Simplify Asset Management Inc. 2,755 116,500 0.04%
PRINCIPAL SECURITIES, INC. 2,532 107,055 0.03%
ENVESTNET ASSET MANAGEMENT INC 2,478 104,778 0.0%
Brookwood Investment Group LLC 2,046 86,497 0.23%
Castleview Partners, LLC 1,412 59,713 0.62%
Millington Financial Advisors, LLC 917 39,728 0.36%
Crusonia Wealth Advisors LLC 662 28,003 0.11%
CreativeOne Wealth, LLC 519 21,955 0.01%
LANARK FINANCIAL, INC. 149 6,304 0.01%