Vault-13

SIMPLIFY EXCHANGE TRADED FUN XXV

ANCORATO TARGET · ETP · CUSIP 82889N343

11 institutional holders +3 vs Q1 2026
1,352,8191.4m shares reported held*
$32.0mreported value*
3 new 4 added 3 reduced 0 sold out net sold ≈ $3.2m (-136.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $23.64.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q4 25: 6Q1 26: 8Q2 26: 1111Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 20256
Q1 20268
Q2 202611

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q1 26: 7 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 7 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202672
Q2 202673

Biggest buyers

PRINCIPAL SECURITIES, INC. Added +54,179+54.2k
ENVESTNET ASSET MANAGEMENT INC Added +51,902+51.9k
Crusonia Wealth Advisors LLC New +28,003+28.0k
CreativeOne Wealth, LLC New +21,955+22.0k
Brookwood Investment Group LLC Added +16,616+16.6k
Millington Financial Advisors, LLC Added +15,527+15.5k
LANARK FINANCIAL, INC. New +6,304+6.3k

Biggest sellers

Legacy Wealth Managment, LLC/ID Reduced -311,273-311.3k
Castleview Partners, LLC Reduced -11,295-11.3k
Simplify Asset Management Inc. Reduced -8,500-8.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Legacy Wealth Managment, LLC/ID 5.70% of their portfolio BOISE, ID 584,369584.4k $13.8m $13.8m 5.70% Reduced -311.3k -311,273
2 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 197,917197.9k $4.7m $4.7m 0.00% Unchanged
3 Simplify Asset Management Inc. 0.04% of their portfolio Las Vegas, NV 116,500116.5k $2.8m $2.8m 0.04% Reduced -8.5k -8,500
4 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 107,055107.1k $2.5m $2.5m 0.03% Added +54.2k +54,179
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 104,778104.8k $2.5m $2.5m 0.00% Added +51.9k +51,902
6 Brookwood Investment Group LLC 0.24% of their portfolio PHOENIX, AZ 86,49786.5k $2.0m $2.0m 0.24% Added +16.6k +16,616
7 Castleview Partners, LLC 0.62% of their portfolio DALLAS, TX 59,71359.7k $1.4m $1.4m 0.62% Reduced -11.3k -11,295
8 Millington Financial Advisors, LLC 0.36% of their portfolio NAPERVILLE, IL 39,72839.7k $917.7k $917.7k 0.36% Added +15.5k +15,527
9 Crusonia Wealth Advisors LLC 0.11% of their portfolio DENVER, CO 28,00328.0k $662.4k $662.4k 0.11% New
10 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 21,95522.0k $519.3k $519.3k 0.01% New
11 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 6,3046.3k $149.1k $149.1k 0.01% New