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Simplify Ancorato TRG 25 DIS (XXV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Simplify Asset Management Inc.
UNCHANGED
Shares116,500 from 116,500
Change0 (0%)
Value$2.7M (-$79.8K)
Filed 2026-10-27
Castleview Partners, LLC
INCREASED
Shares62,166 from 59,713
Change+2,453 (+4%)
Value$1.4M (+$15.4K)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
UNCHANGED
Shares28,003 from 28,003
Change0 (0%)
Value$643.2K (-$19.2K)
Filed 2026-10-26
Encompass More Asset Management
NEW
Shares12,389
Change+12,389
Value$284.6K
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares10,495 from 6,304
Change+4,191 (+66%)
Value$241.1K (+$91.9K)
Filed 2026-10-26
Legacy Wealth Managment, LLC
N/A
Shares— from 584,369
Change-584,369 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 197,917
Change-197,917 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 107,055
Change-107,055 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 104,778
Change-104,778 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 86,497
Change-86,497 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 39,728
Change-39,728 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,955
Change-21,955 (-100%)
Value—
Status
Simplify Asset Management Inc.
UNCHANGED116,500116,50000%$2.8M$2.7M-$79.8K2026-10-27
Castleview Partners, LLC
INCREASED62,16659,713+2,453+4%$1.4M$1.4M+$15.4K2026-10-09
Crusonia Wealth Advisors LLC
UNCHANGED28,00328,00300%$662.4K$643.2K-$19.2K2026-10-26
Encompass More Asset Management
NEW12,389—+12,389——$284.6K—2026-10-16
Lanark Financial, Inc.
INCREASED10,4956,304+4,191+66%$149.1K$241.1K+$91.9K2026-10-26
Legacy Wealth Managment, LLC
N/A—584,369-584,369-100%$13.8M———
BNP Paribas Financial Markets
N/A—197,917-197,917-100%$4.7M———
Principal Securities, Inc.
N/A—107,055-107,055-100%$2.5M———
Envestnet Asset Management Inc
N/A—104,778-104,778-100%$2.5M———
Brookwood Investment Group LLC
N/A—86,497-86,497-100%$2.0M———
Millington Financial Advisors, LLC
N/A—39,728-39,728-100%$917.7K———
CreativeOne Wealth, LLC
N/A—21,955-21,955-100%$519.3K———
Showing 12 of 12 institutions