FOXY institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding46
Shares held4,890,575
Reported value$145.7m
Quarter flows18 new, 21 added, 6 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Gradient Investments LLC1,186,803$35.4m0.5%
AE Wealth Management LLC551,834$16.4m0.1%
BNP PARIBAS FINANCIAL MARKETS427,035$12.7m0.0%
BANK OF AMERICA CORP /DE/314,840$9.4m0.0%
Elevated Capital Advisors, LLC273,420$8.1m2.2%
PRINCIPAL SECURITIES, INC.213,835$6.4m0.1%
CITIGROUP INC177,600$5.3m0.0%
Encompass More Asset Management174,857$5.2m0.8%
ENVESTNET ASSET MANAGEMENT INC147,884$4.4m0.0%
Key Capital Management, INC147,315$4.4m2.3%
Park Edge Advisors, LLC120,373$3.6m0.8%
Pekin Hardy Strauss, Inc.106,956$3.2m0.3%
HOWARD BAILEY SECURITIES, LLC104,465$3.1m1.2%
CreativeOne Wealth, LLC94,370$2.8m0.1%
B.O.S.S. Retirement Advisors, LLC85,893$2.6m0.7%
JANE STREET GROUP, LLC84,172$2.5m0.0%
FSA Advisors, Inc.80,187$2.4m1.1%
Brown Financial Advisors56,984$1.7m0.6%
Authentikos Wealth Advisory, LLC54,267$1.6m1.0%
Janney Montgomery Scott LLC48,463$1.4m0.0%
Paladin Wealth, LLC44,227$1.3m0.8%
Blackston Financial Advisory Group, LLC43,783$1.3m0.7%
Beacon Capital Management, LLC43,066$1.3m0.2%
Networth Advisors, LLC31,692$944,1130.5%
MATHER GROUP, LLC.28,372$845,2020.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FOXY"). FOXY price history · All 13F data

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