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Simplify Currency Strtgy ETF (FOXY)

CUSIP: 82889N368 | NYSE | 57 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gradient Investments LLC1,679,257
0.6% of portfolio›$44.9M
Elevated Capital Advisors, LLC298,431
2.7% of portfolio›$8.0M
Citigroup Inc177,600
0.0% of portfolio›$4.7M
Key Capital Management, Inc154,243
1.5% of portfolio›$4.1M
Park Edge Advisors, LLC119,207
0.7% of portfolio›$3.2M
SAX Wealth Advisors, LLC117,484
0.1% of portfolio›$3.1M
Pekin Hardy Strauss, Inc.108,671
0.3% of portfolio›$2.9M
Howard Bailey Securities, LLC100,328
1.0% of portfolio›$2.7M
B.O.S.S. Retirement Advisors, LLC83,433
0.6% of portfolio›$2.2M
Paladin Wealth, LLC63,337
0.9% of portfolio›$1.7M
Mosley Wealth Management43,796
0.3% of portfolio›$1.2M
Blackston Financial Advisory Group, LLC43,462
0.6% of portfolio›$1.2M
Networth Advisors, LLC34,302
0.5% of portfolio›$916.6K
Winnacle Wealth LLC31,896
0.6% of portfolio›$852.2K
Mather Group, Llc.30,387
0.0% of portfolio›$811.9K
Sowell Financial Services LLC29,460
0.0% of portfolio›$787.2K
Beacon Capital Management, LLC27,914
0.1% of portfolio›$745.9K
Summit Global Investments18,558
0.0% of portfolio›$496
Lloyd Advisory Services, Llc.16,261
0.2% of portfolio›$434.5K
WealthCare Asset Management, LLC13,953
0.3% of portfolio›$372.8K
Brookstone Capital Management13,953
0.0% of portfolio›$372.8K
SteelPeak Wealth, LLC13,205
0.0% of portfolio›$352.8K
Lanark Financial, Inc.10,978
0.0% of portfolio›$293.3K
Decker Retirement Planning Inc.8,076
0.1% of portfolio›$215.8K
Tounjian Advisory Partners, LLC4,714
0.1% of portfolio›$126.0K
Buck Wealth Strategies, LLC990
0.0% of portfolio›$26.5K
Montgomery Financial Services LLC968
0.0% of portfolio›$25.9K
StyleTurnoverLocationFiled
Gradient Investments LLC
1,679,257$44.9M0.6%CoreMediumArden Hills, MN2026-10-08
Elevated Capital Advisors, LLC
298,431$8.0M2.7%ETFMediumSandy, UT2026-11-04
Citigroup Inc
177,600$4.7M0.0%CoreMediumNew York, NY2026-11-04
Key Capital Management, Inc
154,243$4.1M1.5%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Park Edge Advisors, LLC
119,207$3.2M0.7%CoreMediumCleveland, OH2026-10-28
SAX Wealth Advisors, LLC
117,484$3.1M0.1%ETFVery LowParsippany, NJ2026-10-13
Pekin Hardy Strauss, Inc.
108,671$2.9M0.3%ValueMediumChicago, IL2026-11-02
Howard Bailey Securities, LLC
100,328$2.7M1.0%ETFMediumFort Wayne, IN2026-10-27
B.O.S.S. Retirement Advisors, LLC
83,433$2.2M0.6%ETFMediumLehi, UT2026-10-26
Paladin Wealth, LLC
63,337$1.7M0.9%CoreLowArden Hills, MN2026-10-23
Mosley Wealth Management
43,796$1.2M0.3%ETFHighAnaheim, CA2026-10-16
Blackston Financial Advisory Group, LLC
43,462$1.2M0.6%ETFLowThe Villages, FL2026-11-04
Networth Advisors, LLC
34,302$916.6K0.5%ETFMediumCanonsburg, PA2026-11-03
Winnacle Wealth LLC
31,896$852.2K0.6%CoreMediumWaco, TX2026-10-15
Mather Group, Llc.
30,387$811.9K0.0%ETFMediumChicago, IL2026-10-14
Sowell Financial Services LLC
29,460$787.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Beacon Capital Management, LLC
27,914$745.9K0.1%ETFMediumFranklin, TN2026-10-23
Summit Global Investments
18,558$4960.0%CoreMediumBountiful, UT2026-10-28
Lloyd Advisory Services, Llc.
16,261$434.5K0.2%ETFVery HighSuwanee, GA2026-11-02
WealthCare Asset Management, LLC
13,953$372.8K0.3%CoreHighSpringfield, MO2026-10-26
Brookstone Capital Management
13,953$372.8K0.0%ETFMediumWheaton, IL2026-10-22
SteelPeak Wealth, LLC
13,205$352.8K0.0%GrowthHighWoodland Hills, CA2026-10-16
Lanark Financial, Inc.
10,978$293.3K0.0%CoreMediumBirmingham, AL2026-10-26
Decker Retirement Planning Inc.
8,076$215.8K0.1%Agg GrowthVery HighLevi, UT2026-10-19
Tounjian Advisory Partners, LLC
4,714$126.0K0.1%GrowthHighFort Myers, FL2026-11-04
Buck Wealth Strategies, LLC
990$26.5K0.0%ValueMediumDenver, CO2026-10-28
Montgomery Financial Services LLC
968$25.9K0.0%ETFN/AOcean City, MD2026-11-03