SIMPLIFY CURRENCY STRTGY ETF (FOXY) Institutional Ownership Changes & 13F Activity

SIMPLIFY CURRENCY STRTGY ETF (FOXY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Envestnet Asset Management Inc, Principal Securities, Inc., Brown Financial Advisors, and Janney Montgomery Scott Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+21,361—21,361$636.34KQ2 2026Sep 02, 2026
Brown Financial AdvisorsBuy+56,984—56,984$1.70MQ2 2026Aug 26, 2026
Fsa Advisors, Inc.Buy+9,765+13.9%80,187$2.39MQ2 2026Aug 17, 2026
Jane Street Group, LlcBuy+84,172—84,172$2.51MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+38,840+14.1%314,840$9.38MQ2 2026Aug 14, 2026
&PartnersBuy+10,792—10,792$321.49KQ2 2026Aug 14, 2026
Blackston Financial Advisory Group, LlcBuy+2,861+7.0%43,783$1.30MQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcBuy+2,350+4.5%54,267$1.62MQ2 2026Aug 14, 2026
Creativeone Wealth, LlcSell-16,994-15.3%94,370$2.81MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+500—500$14.89KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+348+0.1%427,035$12.72MQ2 2026Aug 13, 2026
Harbour Investments, Inc.Buy+185—185$5.51KQ2 2026Aug 12, 2026
Altiora Financial Group, LlcBuy+2,174+16.6%15,251$454.34KQ2 2026Aug 10, 2026
Howard Bailey Securities, LlcBuy+936+0.9%104,465$3.11MQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+16,446—16,446$489.94KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+4,782—4,782$142.45KQ2 2026Aug 07, 2026
Maridea Wealth Management LlcBuy+20,799—20,799$619.59KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcBuy+48,463—48,463$1.44MQ2 2026Aug 05, 2026
Principal Securities, Inc.Buy+67,713+46.3%213,835$6.37MQ2 2026Aug 04, 2026
Mattson Financial Services, LlcBuy+28,533—28,533$835.45KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+70,673+91.5%147,884$4.41MQ2 2026Aug 03, 2026
Elevated Capital Advisors, LlcBuy+29,491+12.1%273,420$8.15MQ2 2026Aug 03, 2026
Summit Global InvestmentsBuy+3,982+36.4%14,936$445.00KQ2 2026Aug 03, 2026
Pom Investment Strategies, LlcSell-3,633-58.6%2,571$76.59KQ2 2026Jul 31, 2026
Belpointe Asset Management LlcBuy+1,656+8.6%20,908$622.86KQ2 2026Jul 31, 2026
Pekin Hardy Strauss, Inc.Buy+32,166+43.0%106,956$3.19MQ2 2026Jul 30, 2026
Buck Wealth Strategies, LlcBuy+990—990$29.49KQ2 2026Jul 30, 2026
Wealthcare Asset Management, LlcBuy+185+1.4%13,340$397.41KQ2 2026Jul 30, 2026
Beacon Capital Management, LlcSell-12,939-23.1%43,066$1.28MQ2 2026Jul 29, 2026
Key Capital Management, IncBuy+11,862+8.8%147,315$4.39MQ2 2026Jul 28, 2026
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Frequently asked questions about FOXY activity

  • Which institutional owners are buying FOXY?

    Institutional owners buying FOXY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FOXY activity?

    "Buy" means an investor increased their reported position in FOXY compared to the prior reporting period. This reflects growing exposure to SIMPLIFY CURRENCY STRTGY ETF (FOXY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FOXY increasing?

    Institutional interest in FOXY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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