Who owns FOXY?
Simplify Currency Strategy ETF · Simplify
46 institutions reported holding FOXY, worth $145.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FOXY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Gradient Investments LLC | Arden Hills, MN | $35.4M | 1,186,803 | New position |
| AE Wealth Management LLC | Topeka, KS | $16.4M | 551,834 | +39,814 shares |
| BNP Paribas Financial Markets | Paris, France | $12.7M | 427,035 | +348 shares |
| Bank of America Corp. | Charlotte, NC | $9.4M | 314,840 | +38,840 shares |
| Elevated Capital Advisors, LLC | Sandy, UT | $8.1M | 273,420 | +29,491 shares |
| Principal Securities, Inc. | Des Moines, IA | $6.4M | 213,835 | +67,713 shares |
| Citigroup Inc. | New York, NY | $5.3M | 177,600 | No change |
| Encompass More Asset Management | Danville, CA | $5.2M | 174,857 | +44,847 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $4.4M | 147,884 | +70,673 shares |
| Key Capital Management, INC | Hendersonville, Tn 37075, TN | $4.4M | 147,315 | +11,862 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: FOXY vs DABS, FOXY vs ROCQ, FOXY vs LEXI, FOXY vs MFEM.
Frequently asked questions
Who owns FOXY?
46 institutional managers reported holding FOXY in Form 13F filings for June 30, 2026, worth $145.7M in total. The largest reported position was held by Gradient Investments LLC, at $35.4M.
Did institutions buy or sell FOXY last quarter?
Reported 13F value rose 66.5% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FOXY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.