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XXXXV
2 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. Envestnet holds 104,778 shares of XXV (Simplify Exchange Traded Fun), worth $2.5M, as of its Q2 2026 13F filing. It increased the position by 51,902 shares (+98.2%) from Q1 2026. Envestnet has held XXV since Q1 2026, across 2 quarterly 13F filings.

Current Value

$2.5M

Current Shares

104,778

Total Value Change

+$1.3M

Total Shares Change

+51,902

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
104,778
+98.2%
$2.5M0.0%$21.76
42
2026-Q1
New
52,876
-
$1.2M0.0%$19.61
35

Other major holders of XXV: BNP PARIBAS FINANCIAL MARKETS, JANE STREET GROUP, LLC

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