Across its top 8 institutional holders, XXV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 18/100, avg. turnover score 27/100).

Quarterly Activity

Recent Activity

+$30.9M

Total Buy Value

$447.9K

Total Sell Value

New buy4

Trim0

Add3

Sold out2

Net Buyers

Net Sellers

Smart Money Convergence

XXV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

82889N343

FAQ

Who are the top institutional investors holding SIMPLIFY ANCORATO TRG 25 DIS (XXV)?

Major stakeholders currently include Legacy Wealth Managment, LLC/ID ($20.3M), Simplify Asset Management Inc. ($2.8M), Castleview Partners, LLC ($1.6M). Based on the latest 13F filings, there are a total of 8 tracked investment funds and institutions maintaining positions in XXV.

What is the overall institutional sentiment toward XXV recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $7.5M, driven by 7 managers accumulating shares while 2 reduced their exposure.

Which institutions have been selling or reducing their XXV positions?

In the latest period, 0 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $447.9K.

Are there any notable investors adding XXV to their portfolios?

Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $30.9M.