XXV Institutional Ownership
Simplify Ancorato Target 25 Distribution ETF
1W: +1.2%
1M: +1.7%
3M: -1.5%
YTD: -3.5%
1Y: -36.6%
3Y: -37.0%
5Y: -38.9%
$23.46
+0.16 (+0.69%)
Weekly Expected Move ±2.5%
$22
$23
$23
$24
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XXV
11
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
3
New Positions
4
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 584,369 | 14M | -311,273 | -34.8% | 3Q | SEC ↗ |
| 2 | BNP PARIBAS FINANCIAL MARKETS | 197,917 | 5M | — | +0.0% | 2Q | SEC ↗ |
| 3 | Simplify Asset Management Inc. | 116,500 | 3M | -8,500 | -6.8% | 3Q | SEC ↗ |
| 4 | PRINCIPAL SECURITIES, INC. | 107,055 | 3M | +54,179 | +102.5% | 2Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 104,778 | 2M | +51,902 | +98.2% | 2Q | SEC ↗ |
| 6 | Brookwood Investment Group LLC | 86,497 | 2M | +16,616 | +23.8% | 2Q | SEC ↗ |
| 7 | Castleview Partners, LLC | 59,713 | 1M | -11,295 | -15.9% | 3Q | SEC ↗ |
| 8 | Millington Financial Advisors, LLC | 39,728 | 932K | +15,527 | +64.2% | 3Q | SEC ↗ |
| 9 | Crusonia Wealth Advisors LLC NEW | 28,003 | 657K | — | +0.0% | 1Q | SEC ↗ |
| 10 | CreativeOne Wealth, LLC NEW | 21,955 | 515K | — | +0.0% | 1Q | SEC ↗ |
| 11 | LANARK FINANCIAL, INC. NEW | 6,304 | 148K | — | +0.0% | 1Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 0 | 0K | -8,705 | -100.0% | 1Q | SEC ↗ |
| 13 | Balefire, LLC | 0 | 0K | -8,907 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Crusonia Wealth Advisors LLC | 28,003 | 657K |
| CreativeOne Wealth, LLC | 21,955 | 515K |
| LANARK FINANCIAL, INC. | 6,304 | 148K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balefire, LLC | 8,907 | 209K |
| JANE STREET GROUP, LLC | 8,705 | 204K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | +54,179 | +102.5% | 107,055 |
| ENVESTNET ASSET MANAGEMENT INC | +51,902 | +98.2% | 104,778 |
| Brookwood Investment Group LLC | +16,616 | +23.8% | 86,497 |
| Millington Financial Advisors, LLC | +15,527 | +64.2% | 39,728 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | -311,273 | -34.8% | 584,369 |
| Castleview Partners, LLC | -11,295 | -15.9% | 59,713 |
| Simplify Asset Management Inc. | -8,500 | -6.8% | 116,500 |