11 institutions reported holding $32.0M of SIMPLIFY EXCHANGE TRADED FUN (XXV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Legacy Wealth Managment, LLC/ID ($13.8M), BNP PARIBAS FINANCIAL MARKETS ($4.7M), Simplify Asset Management Inc. ($2.8M), PRINCIPAL SECURITIES, INC. ($2.5M), ENVESTNET ASSET MANAGEMENT INC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | $13.8M | 584,369 | Trimmed |
| 2 | BNP PARIBAS FINANCIAL MARKETS | $4.7M | 197,917 | Hold |
| 3 | Simplify Asset Management Inc. | $2.8M | 116,500 | Trimmed |
| 4 | PRINCIPAL SECURITIES, INC. | $2.5M | 107,055 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 104,778 | Added |
| 6 | Brookwood Investment Group LLC | $2.0M | 86,497 | Added |
| 7 | Castleview Partners, LLC | $1.4M | 59,713 | Trimmed |
| 8 | Millington Financial Advisors, LLC | $917,710 | 39,728 | Added |
| 9 | Crusonia Wealth Advisors LLC | $662,411 | 28,003 | New |
| 10 | CreativeOne Wealth, LLC | $519,339 | 21,955 | New |
| 11 | NBC SECURITIES, INC. | $149,121 | 6,304 | New |
Source: SEC Form 13F filings · as of 2026-06-30