Simplify Currency Strtgy ETFFOXYETF

13F holders, Q3 2025 (September 30)
10holders +3
3new positions
0sold out
$27.57avg. 13F price*

At the end of Q3 2025, 10 institutions reported holding Simplify Currency Strtgy ETF (FOXY) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Simplify Asset Management Inc. ($9.3M), BNP Paribas Financial Markets ($3.4M) and Park Edge Advisors, LLC ($2.2M).

Company
Simplify Currency Strtgy ETF
CUSIP
82889N368
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 10Q3 2025Q4 2025: 22Q4 2025Q1 2026: 31Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$6.0M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 305,557 shares bought and 9,086 shares sold, net +296,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Simplify Asset Management Inc. 0.19% Add +16.4% 337,443 $9.3M
BNP Paribas Financial Markets 0.00% New 125,000 $3.4M
Park Edge Advisors, LLC 0.51% New 80,439 $2.2M
Bank of America Corp. 0.00% Add +2.0% 51,000 $1.4M
CreativeOne Wealth, LLC 0.03% Add +336.3% 49,584 $1.4M
Citigroup Inc. 0.00% No change 28,600 $789K
Encompass More Asset Management 0.13% Reduce -26.8% 24,851 $685K
Pekin Hardy Strauss, Inc. 0.04% New 12,940 $357K
Cwm, LLC 0.00% Add +605.3% 536 $15K
Principal Securities, Inc. 0.00% No change 275 $8K

"% of holder's portfolio" is FOXY's weight in each manager's 13F, not the share of Simplify Currency Strtgy ETF the manager owns.