IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Simplify Ancorato TRG 25 DIS (XXV)

CUSIP: 82889N343 | NYSE | 14 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Simplify Asset Management Inc.116,500
0.0% of portfolio›$2.7M
Castleview Partners, LLC62,166
0.6% of portfolio›$1.4M
Crusonia Wealth Advisors LLC28,003
0.1% of portfolio›$643.2K
Encompass More Asset Management12,389
0.0% of portfolio›$284.6K
Lanark Financial, Inc.10,495
0.0% of portfolio›$241.1K
StyleTurnoverLocationFiled
Simplify Asset Management Inc.
116,500$2.7M0.0%CoreLowLas Vegas, NV2026-10-27
Castleview Partners, LLC
62,166$1.4M0.6%CoreMediumDallas, TX2026-10-09
Crusonia Wealth Advisors LLC
28,003$643.2K0.1%ETFVery LowDenver, CO2026-10-26
Encompass More Asset Management
12,389$284.6K0.0%ETFHighDanville, CA2026-10-16
Lanark Financial, Inc.
10,495$241.1K0.0%CoreMediumBirmingham, AL2026-10-26