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Simplify Currency Strategy ETF (FOXY) Institutional Ownership

$27.71 -0.03 (-0.11%)
As of 09:54 AM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Currency Strategy ETF (NYSEARCA:FOXY)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$139.73M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$815.66K
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FOXY Institutional Buying and Selling by Quarter

Simplify Currency Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Sax Wealth Advisors LLC117,484$3.14M0.1%N/A1.497%
10/8/2026Gradient Investments LLC1,679,257$44.87M0.6%N/A21.392%
9/23/2026Envestnet Asset Management Inc.147,884$4.41M0.0%+91.5%1.097%
9/2/2026Citadel Advisors LLC21,361$636K0.0%N/A0.166%
8/26/2026Brown Financial Advisors56,984$1.70M0.6%N/A0.443%
8/23/2026POM Investment Strategies LLC2,571$77K0.1%-58.6%0.020%
8/22/2026Montgomery Financial Services LLC968$29K0.0%N/A0.008%
8/21/2026Beacon Capital Management LLC43,066$1.28M0.2%-23.1%0.335%
7/10/2026Paladin Wealth LLC44,227$1.32M0.8%N/A0.361%
7/8/2026Gradient Investments LLC1,186,803$35.36M0.5%N/A9.688%
5/19/2026Bank of America Corp DE276,000$8.07M0.0%+441.2%6.039%
5/8/2026Summit Global Investments10,954$320K0.0%N/A0.240%
5/6/2026FSA Advisors Inc.70,422$2.06M1.4%+45.3%1.541%
5/1/2026WealthCare Asset Management LLC13,155$385K0.4%N/A0.289%
4/30/2026Elevated Capital Advisors LLC243,929$7.13M1.8%N/A5.361%
4/28/2026B.O.S.S. Retirement Advisors LLC79,799$2.33M0.7%+55.9%1.900%
4/23/2026Networth Advisors LLC30,089$880K0.6%+73.5%0.716%
4/21/2026Decker Retirement Planning Inc.8,951$262K0.1%+29.0%0.222%
4/20/2026Park Edge Advisors LLC128,359$3.75M0.9%+65.0%3.185%
2/13/2026Beacon Capital Management LLC60,062$1.63M0.3%N/A2.402%
2/11/2026Howard Bailey Securities LLC63,971$1.74M0.7%N/A2.559%
2/10/2026BNP Paribas Financial Markets250,000$6.80M0.0%+100.0%10.000%
2/6/2026Lloyd Advisory Services LLC.8,492$231K0.1%N/A0.340%
2/6/2026Blackston Financial Advisory Group LLC24,632$670K0.4%N/A0.985%
2/6/2026Authentikos Wealth Advisory LLC39,316$1.07M0.7%N/A1.573%
2/3/2026Encompass More Asset Management26,768$728K0.1%+7.7%1.275%
2/2/2026FSA Advisors Inc.48,479$1.32M0.2%N/A2.309%
2/2/2026B.O.S.S. Retirement Advisors LLC51,194$1.39M0.4%N/A2.438%
1/30/2026Pekin Hardy Strauss Inc.39,140$1.07M0.1%+202.5%1.864%
1/29/2026Kestra Private Wealth Services LLC7,645$208K0.0%N/A0.364%
1/26/2026AE Wealth Management LLC406,813$11.07M0.1%N/A19.372%
1/26/2026Key Capital Management INC80,274$2.18M2.2%N/A3.823%
1/26/2026CWM LLC8,290$226K0.0%+1,446.6%0.395%
1/26/2026Decker Retirement Planning Inc.6,937$189K0.1%N/A0.330%
1/22/2026Networth Advisors LLC17,341$472K0.3%N/A0.826%
1/21/2026Sound Income Strategies LLC926$26K0.0%N/A0.044%
1/16/2026Park Edge Advisors LLC77,812$2.12M0.5%-3.3%3.705%
11/17/2025Bank of America Corp DE51,000$1.41M0.0%+2.0%5.484%
11/13/2025BNP Paribas Financial Markets125,000$3.45M0.0%N/A13.441%
11/13/2025CreativeOne Wealth LLC49,584$1.37M0.0%+336.2%5.332%
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11/10/2025Pekin Hardy Strauss Inc.12,940$357K0.0%N/A1.391%
10/20/2025Simplify Asset Management Inc.337,443$9.30M0.2%+16.4%36.284%
10/17/2025Encompass More Asset Management24,851$685K0.1%-26.8%2.672%
10/9/2025Park Edge Advisors LLC80,439$2.22M0.5%N/A9.141%
8/12/2025CreativeOne Wealth LLC11,366$297K0.0%N/A1.671%
8/7/2025Simplify Asset Management Inc.289,943$7.57M0.4%-37.5%42.955%
5/19/2025Jane Street Group LLC20,693$560K0.0%N/A4.139%
5/9/2025Encompass More Asset Management27,459$743K0.2%N/A4.775%


FOXY Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 institutional investors and hedge funds held shares of Simplify Currency Strategy ETF. The most heavily invested institutionals were Gradient Investments LLC ($44.87M), AE Wealth Management LLC ($11.07M), Simplify Asset Management Inc. ($9.30M), Bank of America Corp DE ($8.07M), Elevated Capital Advisors LLC ($7.13M), BNP Paribas Financial Markets ($6.80M), and Envestnet Asset Management Inc. ($4.41M).Learn more on Simplify Currency Strategy ETF's institutional investors.

Of the 32 institutional investors that purchased Simplify Currency Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($2.87M), AE Wealth Management LLC ($406.81K), BNP Paribas Financial Markets ($250K), Elevated Capital Advisors LLC ($243.93K), Bank of America Corp DE ($226K), Park Edge Advisors LLC ($130.99K), and Sax Wealth Advisors LLC ($117.48K).

Institutional investors have bought a total of 4,988,263 shares in the last 24 months. This purchase volume represents approximately $139.73M in transactions.

The following institutional investors have sold Simplify Currency Strategy ETF stock in the last 24 months: Beacon Capital Management LLC ($12.94K), Encompass More Asset Management ($9.09K), POM Investment Strategies LLC ($3.63K), and Park Edge Advisors LLC ($2.63K).

Institutional investors have sold a total of 28,285 shares in the last 24 months. This volume of shares sold represents approximately $815.66K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FOXY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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