FOXY Institutional Ownership & Shareholders
SIMPLIFY CURRENCY STRTGY ETF (FOXY) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $135.19M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of FOXY tracked by InsiderSet, reporting ownership valued at approximately $44.87M in its September 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 $44.80M, representing an estimated loss of -0.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
$135.19M
Largest Holder
Gradient Investments Llc
Largest Position
$44.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.64% | 1,679,257 | $44,869,734 | $44,802,577 | -$67,157 | -0.15% | |
| Bnp Paribas Financial Markets | 0.01% | 427,035 | $12,721,373 | $11,393,294 | -$1,328,079 | -10.44% | |
| Bank Of America Corp | 0.00% | 314,840 | $9,379,084 | $8,399,931 | -$979,153 | -10.44% | |
| Elevated Capital Advisors, Llc | 2.66% | 298,431 | $7,974,070 | $7,962,139 | -$11,931 | -0.15% | |
| Principal Securities, Inc. | 0.08% | 213,835 | $6,370,132 | $5,705,118 | -$665,014 | -10.44% | |
| Citigroup Inc | 0.00% | 177,600 | $4,745,472 | $4,738,368 | -$7,104 | -0.15% | |
| Envestnet Asset Management Inc | 0.00% | 147,884 | $4,405,454 | $3,945,545 | -$459,909 | -10.44% | |
| Key Capital Management, Inc | 1.51% | 154,243 | $4,121,383 | $4,115,203 | -$6,180 | -0.15% | |
| Park Edge Advisors, Llc | 0.68% | 119,207 | $3,185,211 | $3,180,443 | -$4,768 | -0.15% | |
| Sax Wealth Advisors, Llc | 0.09% | 117,484 | $3,139,170 | $3,134,473 | -$4,697 | -0.15% | |
| Pekin Hardy Strauss, Inc. | 0.26% | 108,671 | $2,903,689 | $2,899,342 | -$4,347 | -0.15% | |
| Creativeone Wealth, Llc | 0.06% | 94,370 | $2,811,297 | $2,517,792 | -$293,505 | -10.44% | |
| Howard Bailey Securities, Llc | 1.03% | 100,328 | $2,680,758 | $2,676,751 | -$4,007 | -0.15% | |
| Jane Street Group, Llc | 0.00% | 84,172 | $2,507,484 | $2,245,709 | -$261,775 | -10.44% | |
| Fsa Advisors, Inc. | 1.10% | 80,187 | $2,388,767 | $2,139,389 | -$249,378 | -10.44% | |
| B.O.S.S. Retirement Advisors, Llc | 0.64% | 83,433 | $2,229,330 | $2,225,992 | -$3,338 | -0.15% | |
| Brown Financial Advisors | 0.59% | 56,984 | $1,697,553 | $1,520,333 | -$177,220 | -10.44% | |
| Paladin Wealth, Llc | 0.91% | 63,337 | $1,692,365 | $1,689,831 | -$2,534 | -0.15% | |
| Authentikos Wealth Advisory, Llc | 1.03% | 54,267 | $1,616,625 | $1,447,844 | -$168,781 | -10.44% | |
| Janney Montgomery Scott Llc | 0.00% | 48,463 | $1,444,000 | $1,292,993 | -$151,007 | -10.46% | |
| Mosley Wealth Management | 0.35% | 43,796 | $1,200,441 | $1,168,477 | -$31,964 | -2.66% | |
| Blackston Financial Advisory Group, Llc | 0.65% | 43,462 | $1,161,298 | $1,159,566 | -$1,732 | -0.15% | |
| Networth Advisors, Llc | 0.53% | 34,302 | $916,557 | $915,177 | -$1,380 | -0.15% | |
| Winnow Wealth Llc | 0.56% | 31,896 | $852,249 | $850,985 | -$1,264 | -0.15% | |
| Mattson Financial Services, Llc | 0.17% | 28,533 | $835,446 | $761,260 | -$74,186 | -8.88% | |
| Mather Group, Llc. | 0.01% | 30,387 | $811,941 | $810,725 | -$1,216 | -0.15% | |
| Sowell Financial Services Llc | 0.03% | 29,460 | $787,171 | $785,993 | -$1,178 | -0.15% | |
| Beacon Capital Management, Llc | 0.10% | 27,914 | $745,874 | $744,746 | -$1,128 | -0.15% | |
| Citadel Advisors Llc | 0.00% | 21,361 | $636,344 | $569,911 | -$66,433 | -10.44% | |
| Belpointe Asset Management Llc | 0.02% | 20,908 | $622,863 | $557,825 | -$65,038 | -10.44% | |
| Maridea Wealth Management Llc | 0.07% | 20,799 | $619,590 | $554,917 | -$64,673 | -10.44% | |
| Cwm, Llc | 0.00% | 19,892 | $581,632 | $530,719 | -$50,913 | -8.75% | |
| Lloyd Advisory Services, Llc. | 0.17% | 16,261 | $434,490 | $433,843 | -$647 | -0.15% | |
| Wealthcare Asset Management, Llc | 0.32% | 13,953 | $372,831 | $372,266 | -$565 | -0.15% | |
| Brookstone Capital Management | 0.00% | 13,953 | $372,824 | $372,266 | -$558 | -0.15% | |
| Steelpeak Wealth, Llc | 0.01% | 13,205 | $352,845 | $352,309 | -$536 | -0.15% | |
| &Partners | 0.00% | 10,792 | $321,489 | $287,931 | -$33,558 | -10.44% | |
| Nbc Securities, Inc. | 0.02% | 10,978 | $293,332 | $292,893 | -$439 | -0.15% | |
| Decker Retirement Planning Inc. | 0.07% | 8,076 | $215,801 | $215,468 | -$333 | -0.15% | |
| Tounjian Advisory Partners, Llc | 0.06% | 4,714 | $125,950 | $125,770 | -$180 | -0.14% | |
| Buck Wealth Strategies, Llc | 0.00% | 990 | $26,453 | $26,413 | -$40 | -0.15% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 500 | $14,895 | $13,340 | -$1,555 | -10.44% | |
| Harbour Investments, Inc. | 0.00% | 185 | $5,511 | $4,936 | -$575 | -10.44% | |
| Summit Global Investments | 0.02% | 18,558 | $496 | $495,127 | +$494,631 | +99724.08% |
Frequently asked questions about FOXY
Who are the largest institutional holders of FOXY?
The largest institutional holders of FOXY reported in the latest SEC Form 13F filings include Gradient Investments Llc, Bnp Paribas Financial Markets, Bank Of America Corp, Elevated Capital Advisors, Llc, and Principal Securities, Inc.. InsiderSet ranks institutional holders by their latest reported FOXY position.
What is FOXY institutional ownership?
This page tracks FOXY positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY CURRENCY STRTGY ETF (FOXY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FOXY?
InsiderSet currently tracks 44 institutional managers reporting FOXY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FOXY shareholders.
How much FOXY stock do institutions own?
Institutional investment managers disclosed approximately $135.19M in FOXY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FOXY institutional ownership last updated?
The latest FOXY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FOXY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FOXY position after the reporting date.
Are institutions buying or selling FOXY?
Institutional buying and selling can be analyzed by comparing FOXY positions across consecutive 13F reporting periods. InsiderSet's FOXY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FOXY ownership changes.
How has FOXY institutional ownership changed over time?
InsiderSet tracks FOXY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.