Simplify Currency Strtgy ETFFOXYETF
13F holders, Q1 2026 (March 31)31holders +9
10new positions
1sold out
$29.24avg. 13F price*
At the end of Q1 2026, 31 institutions reported holding Simplify Currency Strtgy ETF (FOXY) in their 13F filings, up 9 from Q4 2025. 10 opened new positions and 1 sold out. The largest holders were AE Wealth Management LLC ($15.0M), BNP Paribas Financial Markets ($12.5M) and Bank of America Corp. ($8.1M).
- Company
- Simplify Currency Strtgy ETF
- CUSIP
- 82889N368
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $16.5M |
| Exits | 1 | $231K |
All 13F filers, Q4 2025 → Q1 2026: 1,602,357 shares bought and 127,126 shares sold, net +1,475,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| AE Wealth Management LLC | 0.08% | Add +25.9% | 512,020 | $15.0M |
| BNP Paribas Financial Markets | 0.01% | Add +70.7% | 426,687 | $12.5M |
| Bank of America Corp. | 0.00% | Add +441.2% | 276,000 | $8.1M |
| Elevated Capital Advisors, LLC | 1.80% | New | 243,929 | $7.1M |
| Citigroup Inc. | 0.00% | Add +82.0% | 177,600 | $5.2M |
| Principal Securities, Inc. | 0.06% | New | 146,122 | $4.3M |
| Key Capital Management, INC | 2.62% | Add +68.7% | 135,453 | $4.0M |
| Encompass More Asset Management | 0.64% | Add +385.7% | 130,010 | $3.8M |
| Park Edge Advisors, LLC | 0.87% | Add +65.0% | 128,359 | $3.8M |
| CreativeOne Wealth, LLC | 0.08% | Add +124.0% | 111,364 | $3.3M |
| Howard Bailey Securities, LLC | 1.24% | Add +61.8% | 103,529 | $3.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.71% | Add +55.9% | 79,799 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 77,211 | $2.3M |
| Pekin Hardy Strauss, Inc. | 0.23% | Add +91.1% | 74,790 | $2.2M |
| FSA Advisors, Inc. | 1.36% | Add +45.3% | 70,422 | $2.1M |
| Beacon Capital Management, LLC | 0.29% | Reduce -6.8% | 56,005 | $1.6M |
| Authentikos Wealth Advisory, LLC | 1.02% | Add +32.0% | 51,917 | $1.5M |
| Blackston Financial Advisory Group, LLC | 0.75% | Add +66.1% | 40,922 | $1.2M |
| Mather Group, Llc. | 0.01% | New | 37,382 | $1.1M |
| Networth Advisors, LLC | 0.62% | Add +73.5% | 30,089 | $880K |
| Cwm, LLC | 0.00% | Add +139.9% | 19,892 | $582K |
| Belpointe Asset Management LLC | 0.02% | New | 19,252 | $563K |
| WealthCare Asset Management, LLC | 0.41% | New | 13,155 | $385K |
| Altiora Financial Group, LLC | 0.06% | New | 13,077 | $382K |
| Summit Global Investments | 0.02% | New | 10,954 | $320K |
| Decker Retirement Planning Inc. | 0.12% | Add +29.0% | 8,951 | $262K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.2% | 7,815 | $229K |
| POM Investment Strategies, LLC | 0.23% | Reduce -94.8% | 6,204 | $181K |
| Lanark Financial, Inc. | 0.01% | New | 2,547 | $74K |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.0% | 315 | $9K |
| Realta Investment Advisors | 0.00% | New | 45 | $1K |
"% of holder's portfolio" is FOXY's weight in each manager's 13F, not the share of Simplify Currency Strtgy ETF the manager owns.