Stock Analysis
Data Source: SEC EDGAR 13F
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SIMPLIFY EXCHANGE TRADED FUN (XXV)

6 + Investors. Track Smart Money conviction in XXV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

6+

Inst. Holders

Hedge Fund Ownership: XXV

How many hedge funds hold XXV — quarterly history vs. share price
Quarterly hedge fund ownership of XXV vs. share price

Market Analysis: XXV

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: XXV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: XXV
2026 Q1 Stats Unlock in 10 days 6 + Investors

Track Smart Money conviction in XXV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 6 0 100%
13F Shares 858K 0 100%
Total Value $22M $0 100%
New Positions 6 0 +6
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XXV

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Financial Highlights

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Institutional Holders (2026 Q1)

6 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XXV. Verified SEC 13F-HR filings.

Top 6 institutional holders of XXV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy Wealth Managment, LLC/ID 10.09% 895,642 $20.3M
2 Castleview Partners, LLC 0.82% 71,008 $1.6M
3 Millington Financial Advisors, LLC 0.24% 24,201 $564K
4 Brookwood Investment Group LLC 0.20% 69,881 $1.6M
5 Simplify Asset Management Inc. 0.04% 125,000 $2.8M
6 ENVESTNET ASSET MANAGEMENT INC 0.00% 52,876 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SIMPLIFY EXCHANGE TRADED FUN (XXV)

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.