Simplify Ancorato Trg 25 Dis
$23.07+0.2%
-$3.2M
Net Activity
-9.17% total shares
Institutions Holding
11
Popularity Rank
#9853
Avg Weight
0.65%
Total Value
$32.0M
11 institutions currently hold XXV, with 7 net buyers and 3 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
3
Net Buying Institutions
7
Top 5 by Value
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Across its top 11 institutional holders, XXV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 31/100).
XXV ranks #9853 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
XXV is a top-conviction position for Legacy Wealth Managment, LLC/ID — at 5.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Millington Financial Advisors, LLC has added to its XXV position for two straight quarters, increasing it by $708.4K to reach $917.7K today.
Simplify Asset Management Inc. has trimmed its XXV position for two straight quarters, cutting it by $422.9K while still holding $2.8M.
XXV is up 0.2% today, but institutions show net selling of $3.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$4.6M
Total Buy Value
$7.8M
Total Sell Value
7
Net Buyers
3
Net Sellers
XXV
Q2 2026
Top 5 Institutional Movers
-$6.5M
+$1.3M
+$1.3M
+$662.4K
+$519.3K
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 2026-06-30 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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
82889N343
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,250
Total reported value
$1.3T
Held by 5250 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Access XXV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XXVCLI
npx alphasmo stocks get XXV