Simplify Currency Strtgy ETFFOXYETF

13F holders, Q4 2025 (December 31)
22holders +12
12new positions
2sold out
$27.21avg. 13F price*

At the end of Q4 2025, 22 institutions reported holding Simplify Currency Strtgy ETF (FOXY) in their 13F filings, up 12 from Q3 2025. 12 opened new positions and 2 sold out. The largest holders were AE Wealth Management LLC ($11.1M), BNP Paribas Financial Markets ($6.8M) and POM Investment Strategies, LLC ($3.3M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$22.8M
Exits2$9.3M

All 13F filers, Q3 2025 → Q4 2025: 1,068,648 shares bought and 340,345 shares sold, net +728,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders
AE Wealth Management LLC 0.06% New 406,813 $11.1M
BNP Paribas Financial Markets 0.00% Add +100.0% 250,000 $6.8M
POM Investment Strategies, LLC 1.68% New 120,170 $3.3M
Citigroup Inc. 0.00% Add +241.3% 97,600 $2.7M
Key Capital Management, INC 2.16% — 80,274 $2.2M
Park Edge Advisors, LLC 0.48% Reduce -3.3% 77,812 $2.1M
Howard Bailey Securities, LLC 0.69% New 63,971 $1.7M
Beacon Capital Management, LLC 0.25% New 60,062 $1.6M
B.O.S.S. Retirement Advisors, LLC 0.44% New 51,194 $1.4M
Bank of America Corp. 0.00% No change 51,000 $1.4M
CreativeOne Wealth, LLC 0.03% Add +0.3% 49,724 $1.4M
FSA Advisors, Inc. 0.92% New 48,479 $1.3M
Authentikos Wealth Advisory, LLC 0.71% New 39,316 $1.1M
Pekin Hardy Strauss, Inc. 0.10% Add +202.5% 39,140 $1.1M
Encompass More Asset Management 0.13% Add +7.7% 26,768 $728K
Blackston Financial Advisory Group, LLC 0.41% New 24,632 $670K
Networth Advisors, LLC 0.35% — 17,341 $472K
Lloyd Advisory Services, LLC. 0.09% New 8,492 $231K
Cwm, LLC 0.00% Add +1446.6% 8,290 $226K
Kestra Private Wealth Services, LLC 0.00% New 7,645 $208K
Decker Retirement Planning Inc. 0.09% New 6,937 $189K
Sound Income Strategies, LLC 0.00% New 926 $26K

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