Simplify Exchange Traded Funds - XXV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | History | Reduced | 584,369 | 13,823 | 5.69% | 10.09% | 1 | -311,273 | -34.75% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 197,917 | 4,681 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 116,500 | 2,755 | 0.04% | 0.04% | 3 | -8,500 | -6.8% | Q2 2026 | Jul 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 107,055 | 2,532 | 0.03% | 0.02% | 4 | +54,179 | 102.46% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 104,778 | 2,478 | 0.0% | 0.0% | 5 | +51,902 | 98.16% | Q2 2026 | Sep 23, 2026 |
| Brookwood Investment Group LLC | History | Added to | 86,497 | 2,046 | 0.23% | 0.2% | 6 | +16,616 | 23.78% | Q2 2026 | Jul 23, 2026 |
| Castleview Partners, LLC | History | Reduced | 59,713 | 1,412 | 0.62% | 0.82% | 7 | -11,295 | -15.91% | Q2 2026 | Jul 20, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 39,728 | 917 | 0.36% | 0.24% | 8 | +15,527 | 64.16% | Q2 2026 | Aug 07, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 28,003 | 662 | 0.11% | — | 9 | +28,003 | New | Q2 2026 | Jul 30, 2026 |
| CreativeOne Wealth, LLC | History | New | 21,955 | 519 | 0.01% | — | 10 | +21,955 | New | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | New | 6,304 | 149 | 0.01% | — | 11 | +6,304 | New | Q2 2026 | Jul 21, 2026 |