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Simplify Currency Strategy ETF (FOXY) Institutional Ownership

$28.88 -0.15 (-0.52%)
As of 02:09 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Currency Strategy ETF (NYSEARCA:FOXY)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$46.86M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.86M
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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
5/1/2026 WealthCare Asset Management LLC13,155$385K0.4%N/A0.289%
4/30/2026 Elevated Capital Advisors LLC243,929$7.13M1.8%N/A5.361%
4/28/2026 B.O.S.S. Retirement Advisors LLC79,799$2.33M0.7%+55.9%1.900%
4/23/2026 Networth Advisors LLC30,089$880K0.6%+73.5%0.716%
4/21/2026 Decker Retirement Planning Inc.8,951$262K0.1%+29.0%0.222%
4/20/2026 Park Edge Advisors LLC128,359$3.75M0.9%+65.0%3.185%
2/13/2026Beacon Capital Management LLC60,062$1.63M0.3%N/A2.402%
2/11/2026 Howard 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%
2/6/2026 Blackston Financial Advisory Group LLC24,632$670K0.4%N/A0.985%
2/6/2026Authentikos Wealth Advisory LLC39,316$1.07M0.7%N/A1.573%
2/3/2026 Encompass More Asset Management26,768$728K0.1%+7.7%1.275%
2/2/2026FSA Advisors Inc.48,479$1.32M0.2%N/A2.309%
2/2/2026 B.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%
1/29/2026 Kestra 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%
1/26/2026 Decker Retirement Planning Inc.6,937$189K0.1%N/A0.330%
1/22/2026 Networth Advisors LLC17,341$472K0.3%N/A0.826%
1/21/2026 Sound Income Strategies LLC926$26K0.0%N/A0.044%
1/16/2026 Park 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%
11/10/2025Pekin Hardy Strauss Inc.12,940$357K0.0%N/A1.391%
10/20/2025 Simplify Asset Management Inc.337,443$9.30M0.2%+16.4%36.284%
10/17/2025 Encompass More Asset Management24,851$685K0.1%-26.8%2.672%
10/9/2025 Park Edge Advisors LLC80,439$2.22M0.5%N/A9.141%
8/12/2025CreativeOne Wealth LLC11,366$297K0.0%N/A1.671%
8/7/2025 Simplify 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

Who are the largest shareholders of FOXY shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Simplify Currency Strategy ETF. The most heavily invested institutionals were AE Wealth Management LLC ($11.07M), Simplify Asset Management Inc. ($9.30M), Elevated Capital Advisors LLC ($7.13M), BNP Paribas Financial Markets ($6.80M), Park Edge Advisors LLC ($3.75M), B.O.S.S. Retirement Advisors LLC ($2.33M), and Key Capital Management INC ($2.18M).Learn more on Simplify Currency Strategy ETF's institutional investors.

Which institutional investors have been buying Simplify Currency Strategy ETF's stock?

Of the 24 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: AE Wealth Management LLC ($406.81K), BNP Paribas Financial Markets ($250K), Elevated Capital Advisors LLC ($243.93K), Park Edge Advisors LLC ($130.99K), Key Capital Management INC ($80.27K), B.O.S.S. Retirement Advisors LLC ($79.80K), and Howard Bailey Securities LLC ($63.97K).

How much institutional buying is happening at Simplify Currency Strategy ETF?

Institutional investors have bought a total of 1,692,566 shares in the last 24 months. This purchase volume represents approximately $46.86M in transactions.

Which of Simplify Currency Strategy ETF's major shareholders have been selling company stock?

The following institutional investors have sold Simplify Currency Strategy ETF stock in the last 24 months: Simplify Asset Management Inc. ($173.80K), Encompass More Asset Management ($9.09K), and Park Edge Advisors LLC ($2.63K).

How much institutional selling is happening at Simplify Currency Strategy ETF?

Institutional investors have sold a total of 185,509 shares in the last 24 months. This volume of shares sold represents approximately $4.86M in transactions.


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This page (NYSEARCA:FOXY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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