SIMPLIFY CURRENCY STRTGY ETF (FOXY) Institutional Shareholders
SIMPLIFY CURRENCY STRTGY ETF (FOXY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $129.39M in FOXY holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of FOXY tracked by InsiderSet, reporting ownership valued at approximately $35.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.99M, representing an estimated loss of -6.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FOXY value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Bnp Paribas Financial Markets, Bank Of America Corp, and several other long-term asset managers with concentrated positions in SIMPLIFY CURRENCY STRTGY ETF (FOXY).
This page ranks the largest institutional FOXY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$129.39M
Largest Holder
Gradient Investments Llc
Largest Position
$35.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.49% | 1,186,803 | $35,354,861 | $32,993,123 | -$2,361,738 | -6.68% | |
| Bnp Paribas Financial Markets | 0.01% | 427,035 | $12,721,373 | $11,871,573 | -$849,800 | -6.68% | |
| Bank Of America Corp | 0.00% | 314,840 | $9,379,084 | $8,752,552 | -$626,532 | -6.68% | |
| Elevated Capital Advisors, Llc | 2.24% | 273,420 | $8,145,189 | $7,601,076 | -$544,113 | -6.68% | |
| Principal Securities, Inc. | 0.08% | 213,835 | $6,370,132 | $5,944,613 | -$425,519 | -6.68% | |
| Citigroup Inc | 0.00% | 177,600 | $5,290,704 | $4,937,280 | -$353,424 | -6.68% | |
| Encompass More Asset Management | 0.76% | 174,857 | $5,208,996 | $4,861,025 | -$347,971 | -6.68% | |
| Envestnet Asset Management Inc | 0.00% | 147,884 | $4,405,454 | $4,111,175 | -$294,279 | -6.68% | |
| Key Capital Management, Inc | 2.26% | 147,315 | $4,388,514 | $4,095,357 | -$293,157 | -6.68% | |
| Park Edge Advisors, Llc | 0.76% | 120,373 | $3,585,912 | $3,346,369 | -$239,543 | -6.68% | |
| Pekin Hardy Strauss, Inc. | 0.28% | 106,956 | $3,186,219 | $2,973,377 | -$212,842 | -6.68% | |
| Howard Bailey Securities, Llc | 1.17% | 104,465 | $3,112,025 | $2,904,127 | -$207,898 | -6.68% | |
| Creativeone Wealth, Llc | 0.06% | 94,370 | $2,811,297 | $2,623,486 | -$187,811 | -6.68% | |
| B.O.S.S. Retirement Advisors, Llc | 0.69% | 85,893 | $2,558,751 | $2,387,825 | -$170,926 | -6.68% | |
| Jane Street Group, Llc | 0.00% | 84,172 | $2,507,484 | $2,339,982 | -$167,502 | -6.68% | |
| Fsa Advisors, Inc. | 1.10% | 80,187 | $2,388,767 | $2,229,199 | -$159,568 | -6.68% | |
| Brown Financial Advisors | 0.59% | 56,984 | $1,697,553 | $1,584,155 | -$113,398 | -6.68% | |
| Authentikos Wealth Advisory, Llc | 1.03% | 54,267 | $1,616,625 | $1,508,623 | -$108,002 | -6.68% | |
| Janney Montgomery Scott Llc | 0.00% | 48,463 | $1,444,000 | $1,347,271 | -$96,729 | -6.70% | |
| Paladin Wealth, Llc | 0.77% | 44,227 | $1,317,522 | $1,229,511 | -$88,011 | -6.68% | |
| Blackston Financial Advisory Group, Llc | 0.74% | 43,783 | $1,304,307 | $1,217,167 | -$87,140 | -6.68% | |
| Beacon Capital Management, Llc | 0.19% | 43,066 | $1,282,928 | $1,197,235 | -$85,693 | -6.68% | |
| Networth Advisors, Llc | 0.55% | 31,692 | $944,113 | $881,038 | -$63,075 | -6.68% | |
| Mather Group, Llc. | 0.01% | 28,372 | $845,202 | $788,742 | -$56,460 | -6.68% | |
| Mattson Financial Services, Llc | 0.17% | 28,533 | $835,446 | $793,217 | -$42,229 | -5.05% | |
| Mosley Wealth Management | 0.21% | 22,263 | $663,201 | $618,911 | -$44,290 | -6.68% | |
| Citadel Advisors Llc | 0.00% | 21,361 | $636,344 | $593,836 | -$42,508 | -6.68% | |
| Belpointe Asset Management Llc | 0.02% | 20,908 | $622,863 | $581,242 | -$41,621 | -6.68% | |
| Maridea Wealth Management Llc | 0.07% | 20,799 | $619,590 | $578,212 | -$41,378 | -6.68% | |
| Cwm, Llc | 0.00% | 19,892 | $581,632 | $552,998 | -$28,634 | -4.92% | |
| Lloyd Advisory Services, Llc. | 0.19% | 16,446 | $489,937 | $457,199 | -$32,738 | -6.68% | |
| Altiora Financial Group, Llc | 0.07% | 15,251 | $454,337 | $423,978 | -$30,359 | -6.68% | |
| Summit Global Investments | 0.02% | 14,936 | $445,000 | $415,221 | -$29,779 | -6.69% | |
| Wealthcare Asset Management, Llc | 0.33% | 13,340 | $397,406 | $370,852 | -$26,554 | -6.68% | |
| Sowell Financial Services Llc | 0.01% | 13,075 | $389,508 | $363,485 | -$26,023 | -6.68% | |
| &Partners | 0.00% | 10,792 | $321,489 | $300,018 | -$21,471 | -6.68% | |
| Decker Retirement Planning Inc. | 0.09% | 8,926 | $265,912 | $248,143 | -$17,769 | -6.68% | |
| Nbc Securities, Inc. | 0.02% | 8,905 | $265,279 | $247,559 | -$17,720 | -6.68% | |
| Kestra Private Wealth Services, Llc | 0.00% | 8,831 | $263,077 | $245,502 | -$17,575 | -6.68% | |
| Tounjian Advisory Partners, Llc | 0.06% | 4,782 | $142,448 | $132,940 | -$9,508 | -6.67% | |
| Pom Investment Strategies, Llc | 0.09% | 2,571 | $76,590 | $71,474 | -$5,116 | -6.68% | |
| Buck Wealth Strategies, Llc | 0.00% | 990 | $29,492 | $27,522 | -$1,970 | -6.68% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 500 | $14,895 | $13,900 | -$995 | -6.68% | |
| Harbour Investments, Inc. | 0.00% | 185 | $5,511 | $5,143 | -$368 | -6.68% |
Frequently asked questions about FOXY
Who owns the most FOXY stock?
The largest holders of FOXY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY CURRENCY STRTGY ETF (FOXY).
Is FOXY widely held by superinvestors?
Many widely followed stocks like FOXY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FOXY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.