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Simplify Currency Strtgy ETF (FOXY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
INCREASED
Shares1,679,257 from 1,186,803
Change+492,454 (+41%)
Value$44.9M (+$9.5M)
Filed 2026-10-08
Elevated Capital Advisors, LLC
INCREASED
Shares298,431 from 273,420
Change+25,011 (+9%)
Value$8.0M (-$171.1K)
Filed 2026-11-04
Citigroup Inc
UNCHANGED
Shares177,600 from 177,600
Change0 (0%)
Value$4.7M (-$545.2K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares154,243 from 147,315
Change+6,928 (+5%)
Value$4.1M (-$267.1K)
Filed 2026-11-03
Park Edge Advisors, LLC
DECREASED
Shares119,207 from 120,373
Change-1,166 (-1%)
Value$3.2M (-$400.7K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
NEW
Shares117,484
Change+117,484
Value$3.1M
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED
Shares108,671 from 106,956
Change+1,715 (+2%)
Value$2.9M (-$282.5K)
Filed 2026-11-02
Howard Bailey Securities, LLC
DECREASED
Shares100,328 from 104,465
Change-4,137 (-4%)
Value$2.7M (-$431.3K)
Filed 2026-10-27
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares83,433 from 85,893
Change-2,460 (-3%)
Value$2.2M (-$329.4K)
Filed 2026-10-26
Paladin Wealth, LLC
INCREASED
Shares63,337 from 44,227
Change+19,110 (+43%)
Value$1.7M (+$374.8K)
Filed 2026-10-23
Mosley Wealth Management
INCREASED
Shares43,796 from 22,263
Change+21,533 (+97%)
Value$1.2M (+$537.2K)
Filed 2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED
Shares43,462 from 43,783
Change-321 (-1%)
Value$1.2M (-$143.0K)
Filed 2026-11-04
Networth Advisors, LLC
INCREASED
Shares34,302 from 31,692
Change+2,610 (+8%)
Value$916.6K (-$27.6K)
Filed 2026-11-03
Winnacle Wealth LLC
NEW
Shares31,896
Change+31,896
Value$852.2K
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares30,387 from 28,372
Change+2,015 (+7%)
Value$811.9K (-$33.3K)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares29,460 from 13,075
Change+16,385 (+125%)
Value$787.2K (+$397.7K)
Filed 2026-10-23
Beacon Capital Management, LLC
DECREASED
Shares27,914 from 43,066
Change-15,152 (-35%)
Value$745.9K (-$537.1K)
Filed 2026-10-23
Summit Global Investments
INCREASED
Shares18,558 from 14,936
Change+3,622 (+24%)
Value$496 (-$444.5K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares16,261 from 16,446
Change-185 (-1%)
Value$434.5K (-$55.4K)
Filed 2026-11-02
Brookstone Capital Management
NEW
Shares13,953
Change+13,953
Value$372.8K
Filed 2026-10-22
WealthCare Asset Management, LLC
DECREASED
Shares13,953 from 26,680
Change-12,727 (-48%)
Value$372.8K (-$422.0K)
Filed 2026-10-26
SteelPeak Wealth, LLC
NEW
Shares13,205
Change+13,205
Value$352.8K
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares10,978 from 8,905
Change+2,073 (+23%)
Value$293.3K (+$28.1K)
Filed 2026-10-26
Decker Retirement Planning Inc.
DECREASED
Shares8,076 from 8,926
Change-850 (-10%)
Value$215.8K (-$50.1K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares4,714 from 4,782
Change-68 (-1%)
Value$126.0K (-$16.5K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$26.5K (-$3.0K)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$25.9K (-$3.0K)
Filed 2026-11-03
Encompass More Asset Management
CLOSED
Shares0 from 174,857
Change-174,857 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-16
Altiora Financial Group, LLC
CLOSED
Shares0 from 15,251
Change-15,251 (-100%)
Value$0 (-$454.3K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 8,831
Change-8,831 (-100%)
Value$0 (-$263.1K)
Filed 2026-11-06
POM Investment Strategies, LLC
CLOSED
Shares0 from 2,571
Change-2,571 (-100%)
Value$0 (-$76.6K)
Filed 2026-10-20
AE Wealth Management LLC
N/A
Shares— from 551,834
Change-551,834 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 427,035
Change-427,035 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 314,840
Change-314,840 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 213,835
Change-213,835 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 147,884
Change-147,884 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 94,370
Change-94,370 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 84,172
Change-84,172 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 80,187
Change-80,187 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 56,984
Change-56,984 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 54,267
Change-54,267 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 48,463
Change-48,463 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 28,533
Change-28,533 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,361
Change-21,361 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,908
Change-20,908 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 20,799
Change-20,799 (-100%)
Value—
&partners
N/A
Shares— from 10,792
Change-10,792 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Status
Gradient Investments LLC
INCREASED1,679,2571,186,803+492,454+41%$35.4M$44.9M+$9.5M2026-10-08
Elevated Capital Advisors, LLC
INCREASED298,431273,420+25,011+9%$8.1M$8.0M-$171.1K2026-11-04
Citigroup Inc
UNCHANGED177,600177,60000%$5.3M$4.7M-$545.2K2026-11-04
Key Capital Management, Inc
INCREASED154,243147,315+6,928+5%$4.4M$4.1M-$267.1K2026-11-03
Park Edge Advisors, LLC
DECREASED119,207120,373-1,166-1%$3.6M$3.2M-$400.7K2026-10-28
SAX Wealth Advisors, LLC
NEW117,484—+117,484——$3.1M—2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED108,671106,956+1,715+2%$3.2M$2.9M-$282.5K2026-11-02
Howard Bailey Securities, LLC
DECREASED100,328104,465-4,137-4%$3.1M$2.7M-$431.3K2026-10-27
B.O.S.S. Retirement Advisors, LLC
DECREASED83,43385,893-2,460-3%$2.6M$2.2M-$329.4K2026-10-26
Paladin Wealth, LLC
INCREASED63,33744,227+19,110+43%$1.3M$1.7M+$374.8K2026-10-23
Mosley Wealth Management
INCREASED43,79622,263+21,533+97%$663.2K$1.2M+$537.2K2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED43,46243,783-321-1%$1.3M$1.2M-$143.0K2026-11-04
Networth Advisors, LLC
INCREASED34,30231,692+2,610+8%$944.1K$916.6K-$27.6K2026-11-03
Winnacle Wealth LLC
NEW31,896—+31,896——$852.2K—2026-10-15
Mather Group, Llc.
INCREASED30,38728,372+2,015+7%$845.2K$811.9K-$33.3K2026-10-14
Sowell Financial Services LLC
INCREASED29,46013,075+16,385+125%$389.5K$787.2K+$397.7K2026-10-23
Beacon Capital Management, LLC
DECREASED27,91443,066-15,152-35%$1.3M$745.9K-$537.1K2026-10-23
Summit Global Investments
INCREASED18,55814,936+3,622+24%$445.0K$496-$444.5K2026-10-28
Lloyd Advisory Services, Llc.
DECREASED16,26116,446-185-1%$489.9K$434.5K-$55.4K2026-11-02
Brookstone Capital Management
NEW13,953—+13,953——$372.8K—2026-10-22
WealthCare Asset Management, LLC
DECREASED13,95326,680-12,727-48%$794.8K$372.8K-$422.0K2026-10-26
SteelPeak Wealth, LLC
NEW13,205—+13,205——$352.8K—2026-10-16
Lanark Financial, Inc.
INCREASED10,9788,905+2,073+23%$265.3K$293.3K+$28.1K2026-10-26
Decker Retirement Planning Inc.
DECREASED8,0768,926-850-10%$265.9K$215.8K-$50.1K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED4,7144,782-68-1%$142.4K$126.0K-$16.5K2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED99099000%$29.5K$26.5K-$3.0K2026-10-28
Montgomery Financial Services LLC
UNCHANGED96896800%$28.8K$25.9K-$3.0K2026-11-03
Encompass More Asset Management
CLOSED0174,857-174,857-100%$5.2M$0-$5.2M2026-10-16
Altiora Financial Group, LLC
CLOSED015,251-15,251-100%$454.3K$0-$454.3K2026-11-04
Kestra Private Wealth Services, LLC
CLOSED08,831-8,831-100%$263.1K$0-$263.1K2026-11-06
POM Investment Strategies, LLC
CLOSED02,571-2,571-100%$76.6K$0-$76.6K2026-10-20
AE Wealth Management LLC
N/A—551,834-551,834-100%$16.4M———
BNP Paribas Financial Markets
N/A—427,035-427,035-100%$12.7M———
Bank of America Corp
N/A—314,840-314,840-100%$9.4M———
Principal Securities, Inc.
N/A—213,835-213,835-100%$6.4M———
Envestnet Asset Management Inc
N/A—147,884-147,884-100%$4.4M———
CreativeOne Wealth, LLC
N/A—94,370-94,370-100%$2.8M———
Jane Street Group, LLC
N/A—84,172-84,172-100%$2.5M———
FSA Advisors, Inc.
N/A—80,187-80,187-100%$2.4M———
Brown Financial Advisors
N/A—56,984-56,984-100%$1.7M———
Authentikos Wealth Advisory, LLC
N/A—54,267-54,267-100%$1.6M———
Janney Montgomery Scott LLC
N/A—48,463-48,463-100%$1.4M———
Mattson Financial Services, LLC
N/A—28,533-28,533-100%$835.4K———
Citadel Advisors LLC
N/A—21,361-21,361-100%$636.3K———
Belpointe Asset Management LLC
N/A—20,908-20,908-100%$622.9K———
Maridea Wealth Management LLC
N/A—20,799-20,799-100%$619.6K———
&partners
N/A—10,792-10,792-100%$321.5K———
Steward Partners Investment Advisory, LLC
N/A—500-500-100%$14.9K———
Harbour Investments, Inc.
N/A—185-185-100%$5.5K———
Global Retirement Partners, LLC
N/A—180-180-100%$5.4K———
Showing 50 of 50 institutions