Who owns Simplify Currency Strategy ETF?
Institutional ownership of FOXY from SEC Form 13F filings across 33 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
33
13F holders
$90.4M
value, 2026 filers
24%
of shares outstanding (3.1M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FOXY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 551,834 | $16.4M | 0.1% | 4.3% | +7.8% |
| 2 | BNP PARIBAS FINANCIAL MARKETS | 427,035 | $12.7M | 0.0% | 3.3% | +0.1% |
| 3 | BANK OF AMERICA CORP /DE/ | 314,840 | $9.4M | 0.0% | 2.5% | +14.1% |
| 4 | Elevated Capital Advisors, LLC | 273,420 | $8.1M | 2.2% | 2.1% | +12.1% |
| 5 | PRINCIPAL SECURITIES, INC. | 213,835 | $6.4M | 0.1% | 1.7% | +46.3% |
| 6 | CITIGROUP INC | 177,600 | $5.3M | 0.0% | 1.4% | 0.0% |
| 7 | Encompass More Asset Management | 174,857 | $5.2M | 0.8% | 1.4% | +34.5% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 147,884 | $4.4M | 0.0% | 1.2% | +91.5% |
| 9 | Key Capital Management, INC | 147,315 | $4.4M | 2.3% | 1.1% | +8.8% |
| 10 | Pekin Hardy Strauss, Inc. | 106,956 | $3.2M | 0.3% | 0.8% | +43.0% |
| 11 | B.O.S.S. Retirement Advisors, LLC | 85,893 | $2.6M | 0.7% | 0.7% | +7.6% |
| 12 | JANE STREET GROUP, LLCNEW | 84,172 | $2.5M | 0.0% | 0.7% | new |
| 13 | FSA Advisors, Inc. | 80,187 | $2.4M | 1.1% | 0.6% | +13.9% |
| 14 | Janney Montgomery Scott LLCNEW | 48,463 | $1,444 | 0.0% | 0.4% | new |
| 15 | Blackston Financial Advisory Group, LLC | 43,783 | $1.3M | 0.7% | 0.3% | +7.0% |
| 16 | Networth Advisors, LLC | 31,692 | $944,113 | 0.5% | 0.2% | +5.3% |
| 17 | MATHER GROUP, LLC. | 28,372 | $845,202 | 0.0% | 0.2% | -24.1% |
| 18 | Mosley Wealth ManagementNEW | 22,263 | $663,201 | 0.2% | 0.2% | new |
| 19 | CITADEL ADVISORS LLCNEW | 21,361 | $636,344 | 0.0% | 0.2% | new |
| 20 | Maridea Wealth Management LLCNEW | 20,799 | $619,590 | 0.1% | 0.2% | new |
| 21 | Lloyd Advisory Services, LLC.NEW | 16,446 | $489,937 | 0.2% | 0.1% | new |
| 22 | Altiora Financial Group, LLC | 15,251 | $454,337 | 0.1% | 0.1% | +16.6% |
| 23 | &PARTNERSNEW | 10,792 | $321,489 | 0.0% | 0.1% | new |
| 24 | Decker Retirement Planning Inc. | 8,926 | $265,912 | 0.1% | 0.1% | -0.3% |
| 25 | LANARK FINANCIAL, INC. | 8,905 | $265,279 | 0.0% | 0.1% | +249.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.