Who owns Simplify Currency Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FOXY from SEC Form 13F filings across 46 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.
As of the 2026-06-30 reporting period, 46 institutions disclosed 4.9M shares of Simplify Currency Strategy ETF worth $145.7M — about 38.1% of shares outstanding; the largest disclosed holder is Gradient Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
46
13F holders
$145.7M
value, 2026 filers
38.1%
of shares outstanding (4.9M sh)
18
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 | Gradient Investments LLCNEW | 1.2M | $35.4M | 0.5% | 9.2% | new |
| 2 | AE Wealth Management LLC | 551,834 | $16.4M | 0.1% | 4.3% | +7.8% |
| 3 | BNP PARIBAS FINANCIAL MARKETS | 427,035 | $12.7M | 0.0% | 3.3% | +0.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 314,840 | $9.4M | 0.0% | 2.5% | +14.1% |
| 5 | Elevated Capital Advisors, LLC | 273,420 | $8.1M | 2.2% | 2.1% | +12.1% |
| 6 | PRINCIPAL SECURITIES, INC. | 213,835 | $6.4M | 0.1% | 1.7% | +46.3% |
| 7 | CITIGROUP INC | 177,600 | $5.3M | 0.0% | 1.4% | 0.0% |
| 8 | Encompass More Asset Management | 174,857 | $5.2M | 0.8% | 1.4% | +34.5% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 147,884 | $4.4M | 0.0% | 1.2% | +91.5% |
| 10 | Key Capital Management, INC | 147,315 | $4.4M | 2.3% | 1.1% | +8.8% |
| 11 | Park Edge Advisors, LLC | 120,373 | $3.6M | 0.8% | 0.9% | -6.2% |
| 12 | Pekin Hardy Strauss, Inc. | 106,956 | $3.2M | 0.3% | 0.8% | +43.0% |
| 13 | HOWARD BAILEY SECURITIES, LLC | 104,465 | $3.1M | 1.2% | 0.8% | +0.9% |
| 14 | CreativeOne Wealth, LLC | 94,370 | $2.8M | 0.1% | 0.7% | -15.3% |
| 15 | B.O.S.S. Retirement Advisors, LLC | 85,893 | $2.6M | 0.7% | 0.7% | +7.6% |
| 16 | JANE STREET GROUP, LLCNEW | 84,172 | $2.5M | 0.0% | 0.7% | new |
| 17 | FSA Advisors, Inc. | 80,187 | $2.4M | 1.1% | 0.6% | +13.9% |
| 18 | Brown Financial AdvisorsNEW | 56,984 | $1.7M | 0.6% | 0.4% | new |
| 19 | Authentikos Wealth Advisory, LLC | 54,267 | $1.6M | 1.0% | 0.4% | +4.5% |
| 20 | Janney Montgomery Scott LLCNEW | 48,463 | $1.4M | 0.0% | 0.4% | new |
| 21 | Paladin Wealth, LLCNEW | 44,227 | $1.3M | 0.8% | 0.3% | new |
| 22 | Blackston Financial Advisory Group, LLC | 43,783 | $1.3M | 0.7% | 0.3% | +7.0% |
| 23 | Beacon Capital Management, LLC | 43,066 | $1.3M | 0.2% | 0.3% | -23.1% |
| 24 | Networth Advisors, LLC | 31,692 | $944,113 | 0.5% | 0.2% | +5.3% |
| 25 | Mattson Financial Services, LLCNEW | 28,533 | $835,446 | 0.2% | 0.2% | new |
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.