Simplify Currency Strtgy ETFFOXYETF
13F holders, Q2 2025 (June 30)7holders +1
4new positions
3sold out
$26.10avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Simplify Currency Strtgy ETF (FOXY) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 3 sold out. The largest holders were Simplify Asset Management Inc. ($7.6M), Bank of America Corp. ($1.3M) and Encompass More Asset Management ($886K).
- Company
- Simplify Currency Strtgy ETF
- CUSIP
- 82889N368
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 3 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 46,795 shares bought and 215,339 shares sold, net −168,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Simplify Asset Management Inc. | 0.46% | Reduce -37.5% | 289,943 | $7.6M |
| Bank of America Corp. | 0.00% | No change | 50,000 | $1.3M |
| Encompass More Asset Management | 0.21% | Add +23.6% | 33,937 | $886K |
| Citigroup Inc. | 0.00% | New | 28,600 | $746K |
| CreativeOne Wealth, LLC | 0.01% | New | 11,366 | $297K |
| Principal Securities, Inc. | 0.00% | New | 275 | $7K |
| Cwm, LLC | 0.00% | New | 76 | $2K |
"% of holder's portfolio" is FOXY's weight in each manager's 13F, not the share of Simplify Currency Strtgy ETF the manager owns.