Simplify Currency Strtgy ETFFOXYETF
13F holders, Q2 2026 (June 30)46holders +15
16new positions
2sold out
1famous investor
$29.79avg. 13F price*
At the end of Q2 2026, 46 institutions reported holding Simplify Currency Strtgy ETF (FOXY) in their 13F filings, up 15 from Q1 2026. 16 opened new positions and 2 sold out. The largest holders were Gradient Investments LLC ($35.4M), AE Wealth Management LLC ($16.4M) and BNP Paribas Financial Markets ($12.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Currency Strtgy ETF
- CUSIP
- 82889N368
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $46.5M |
| Exits | 2 | $11K |
All 13F filers, Q1 2026 → Q2 2026: 1,948,449 shares bought and 50,947 shares sold, net +1,897,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Gradient Investments LLC | 0.49% | New | 1,186,803 | $35.4M |
| AE Wealth Management LLC | 0.08% | Add +7.8% | 551,834 | $16.4M |
| BNP Paribas Financial Markets | 0.01% | Add +0.1% | 427,035 | $12.7M |
| Bank of America Corp. | 0.00% | Add +14.1% | 314,840 | $9.4M |
| Elevated Capital Advisors, LLC | 2.24% | Add +12.1% | 273,420 | $8.1M |
| Principal Securities, Inc. | 0.08% | Add +46.3% | 213,835 | $6.4M |
| Citigroup Inc. | 0.00% | No change | 177,600 | $5.3M |
| Encompass More Asset Management | 0.76% | Add +34.5% | 174,857 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +91.5% | 147,884 | $4.4M |
| Key Capital Management, INC | 2.26% | Add +8.8% | 147,315 | $4.4M |
| Park Edge Advisors, LLC | 0.76% | Reduce -6.2% | 120,373 | $3.6M |
| Pekin Hardy Strauss, Inc. | 0.28% | Add +43.0% | 106,956 | $3.2M |
| Howard Bailey Securities, LLC | 1.17% | Add +0.9% | 104,465 | $3.1M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -15.3% | 94,370 | $2.8M |
| B.O.S.S. Retirement Advisors, LLC | 0.69% | Add +7.6% | 85,893 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 84,172 | $2.5M |
| FSA Advisors, Inc. | 1.10% | Add +13.9% | 80,187 | $2.4M |
| Brown Financial Advisors | 0.59% | New | 56,984 | $1.7M |
| Authentikos Wealth Advisory, LLC | 1.03% | Add +4.5% | 54,267 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | New | 48,463 | $1.4M |
| Paladin Wealth, LLC | 0.77% | New | 44,227 | $1.3M |
| Blackston Financial Advisory Group, LLC | 0.74% | Add +7.0% | 43,783 | $1.3M |
| Beacon Capital Management, LLC | 0.19% | Reduce -23.1% | 43,066 | $1.3M |
| Networth Advisors, LLC | 0.55% | Add +5.3% | 31,692 | $944K |
| Mather Group, Llc. | 0.01% | Reduce -24.1% | 28,372 | $845K |
| Mattson Financial Services, LLC | 0.17% | New | 28,533 | $835K |
| WealthCare Asset Management, LLC | 0.33% | Add +102.8% | 26,680 | $795K |
| Mosley Wealth Management | 0.21% | New | 22,263 | $663K |
| Citadel Advisors | 0.00% | New | 21,361 | $636K |
| Belpointe Asset Management LLC | 0.02% | Add +8.6% | 20,908 | $623K |
| Maridea Wealth Management LLC | 0.07% | New | 20,799 | $620K |
| Lloyd Advisory Services, LLC. | 0.19% | New | 16,446 | $490K |
| Altiora Financial Group, LLC | 0.07% | Add +16.6% | 15,251 | $454K |
| Summit Global Investments | 0.02% | Add +36.4% | 14,936 | $445K |
| Sowell Financial Services LLC | 0.01% | New | 13,075 | $390K |
| &partners | 0.00% | New | 10,792 | $321K |
| Decker Retirement Planning Inc. | 0.09% | Reduce -0.3% | 8,926 | $266K |
| Lanark Financial, Inc. | 0.02% | Add +249.6% | 8,905 | $265K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +13.0% | 8,831 | $263K |
| Tounjian Advisory Partners, LLC | 0.06% | New | 4,782 | $142K |
| POM Investment Strategies, LLC | 0.09% | Reduce -58.6% | 2,571 | $77K |
| Buck Wealth Strategies, LLC | 0.00% | New | 990 | $29K |
| Montgomery Financial Services LLC | 0.03% | — | 968 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 500 | $15K |
| Harbour Investments, Inc. | 0.00% | New | 185 | $6K |
| Global Retirement Partners, LLC | 0.00% | — | 180 | $5K |
"% of holder's portfolio" is FOXY's weight in each manager's 13F, not the share of Simplify Currency Strtgy ETF the manager owns.