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XXV · Insider trading · 13F holders · Congress trades

Simplify Exchange Traded Fun (XXV)

Who is buying and selling XXV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
3
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

XXV at a glance

  • No open-market insider purchases or sales of XXV were filed in the last 90 days.
  • 3 13F filers hold XXV among their 50 largest positions, worth $17.9M combined. The biggest bets by portfolio weight are Legacy Wealth Managment, LLC/ID (5.7%), Castleview Partners, LLC (0.6%) and Simplify Asset Management Inc. (0.0%).
  • No member of Congress has disclosed a trade in XXV.

XXV insider trading

No open-market insider purchases or sales of XXV were filed in the last 90 days.

Who owns XXV? Hedge funds and superinvestors

3 13F filers hold XXV among their 50 largest positions, worth $17.9M combined. The biggest bets by portfolio weight are Legacy Wealth Managment, LLC/ID (5.7%), Castleview Partners, LLC (0.6%) and Simplify Asset Management Inc. (0.0%).

13F filers holding XXV
Manager% of portfolioValueSharesLast quarter13F
Legacy Wealth Managment, LLC/IDWealth manager5.7%$13.8M584,369-34.8% sharesQ2 2026
Simplify Asset Management Inc.Mutual fund manager0.0%$2.7M116,500+0.0% sharesQ3 2026
Castleview Partners, LLCWealth manager0.6%$1.4M62,166+4.1% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 1). Screen XXV in the grand portfolio →

XXV stock trades by members of Congress

No member of Congress has disclosed a trade in XXV.

XXV questions and answers

Are insiders buying XXV stock?

No open-market insider purchases or sales of XXV were filed in the last 90 days.

Which hedge funds own XXV?

3 13F filers hold XXV among their 50 largest positions, worth $17.9M combined. The biggest bets by portfolio weight are Legacy Wealth Managment, LLC/ID (5.7%), Castleview Partners, LLC (0.6%) and Simplify Asset Management Inc. (0.0%).

Has Congress traded XXV?

No member of Congress has disclosed a trade in XXV.

Who is the largest holder of XXV?

Among 13F filers, Legacy Wealth Managment, LLC/ID reports the largest XXV position, $13.8M (584,369 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Legacy Wealth Managment, LLC/ID's: 5.7% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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