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 | New | 662,452 | 16,846 | 8.06% | — | 1 | +662,452 | New | Q4 2025 | Feb 03, 2026 |
| Simplify Asset Management Inc. | History | New | 125,000 | 3,178 | 0.05% | — | 2 | +125,000 | New | Q4 2025 | Feb 09, 2026 |
| Castleview Partners, LLC | History | New | 44,705 | 1,136 | 0.56% | — | 3 | +44,705 | New | Q4 2025 | Jan 12, 2026 |
| Balefire, LLC | History | New | 8,907 | 226 | 0.04% | — | 4 | +8,907 | New | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,705 | 221 | 0.0% | — | 5 | +8,705 | New | Q4 2025 | Feb 12, 2026 |
| Millington Financial Advisors, LLC | History | New | 8,486 | 209 | 0.09% | — | 6 | +8,486 | New | Q4 2025 | Feb 09, 2026 |