Simplify Ancorato Target 25 Distribution ETF

$XXV
13F holders
8
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 8 of 8 · Source: 13F-HR
01
Kanawha Capital Management LLC
02
Wealthspring Capital LLC
03
Alphinity Investment Management Pty Ltd
04
Kingsman Wealth Management, Inc.
05
Marquette Asset Management, LLC
06
Tang Capital Management LLC
07
Bullseye Investment Management, LLC
08
Paladin Wealth, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

Smart Money · top-200 alpha cohort

1 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $XXV in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $XXV in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $XXV lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $XXV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 14:46 UTC.