SIMPLIFY EXCHANGE TRADED FUN (FOXY)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
43
Reporting holders
$144.5M
Reported value
0.0%
Held as options
+13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $35.4M | 1,186,803 | 0.49% | new | NEW |
| AE Wealth Management LLC | $16.4M | 551,834 | 0.08% | 3q | +7.8%+$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | $12.7M | 427,035 | 0.00% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $9.4M | 314,840 | 0.00% | 6q | +14.1%+$1.2M |
| Elevated Capital Advisors, LLC | $8.1M | 273,420 | 2.24% | 2q | +12.1%+$878.5K |
| PRINCIPAL SECURITIES, INC. | $6.4M | 213,835 | 0.08% | 2q | +46.3%+$2.0M |
| CITIGROUP INC | $5.3M | 177,600 | 0.00% | 5q | HELD |
| Encompass More Asset Management | $5.2M | 174,857 | 0.76% | 6q | +34.5%+$1.3M |
| FSA Advisors, Inc. | $4.8M | 160,374 | 1.10% | 3q | +127.7%+$2.7M |
| ENVESTNET ASSET MANAGEMENT INC | $4.4M | 147,884 | 0.00% | 2q | +91.5%+$2.1M |
| Key Capital Management, INC | $4.4M | 147,315 | 2.26% | 3q | +8.8%+$353.4K |
| Park Edge Advisors, LLC | $3.6M | 120,373 | 0.76% | 4q | -6.2%-$237.9K |
| Pekin Hardy Strauss, Inc. | $3.2M | 106,956 | 0.28% | 4q | +43.0%+$958.2K |
| HOWARD BAILEY SECURITIES, LLC | $3.1M | 104,465 | 1.17% | 3q | +0.9%+$27.9K |
| CreativeOne Wealth, LLC | $2.8M | 94,370 | 0.06% | 5q | -15.3%-$506.3K |
| B.O.S.S. Retirement Advisors, LLC | $2.6M | 85,893 | 0.69% | 3q | +7.6%+$181.5K |
| JANE STREET GROUP, LLC | $2.5M | 84,172 | 0.00% | new | NEW |
| Authentikos Wealth Advisory, LLC | $1.6M | 54,267 | 1.03% | 3q | +4.5%+$70.0K |
| Paladin Wealth, LLC | $1.3M | 44,227 | 0.77% | new | NEW |
| Blackston Financial Advisory Group, LLC | $1.3M | 43,783 | 0.74% | 3q | +7.0%+$85.2K |
| Beacon Capital Management, LLC | $1.3M | 43,066 | 0.19% | 3q | -23.1%-$385.5K |
| Networth Advisors, LLC | $944.1K | 31,692 | 0.55% | 3q | +5.3%+$47.8K |
| MATHER GROUP, LLC. | $845.2K | 28,372 | 0.01% | 2q | -24.1%-$268.4K |
| Mattson Financial Services, LLC | $835.4K | 28,533 | 0.17% | new | NEW |
| WealthCare Asset Management, LLC | $794.8K | 26,680 | 0.33% | 2q | +102.8%+$402.9K |
| Mosley Wealth Management | $663.2K | 22,263 | 0.21% | new | NEW |
| CITADEL ADVISORS LLC | $636.3K | 21,361 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $622.9K | 20,908 | 0.02% | 2q | +8.6%+$49.3K |
| Maridea Wealth Management LLC | $619.6K | 20,799 | 0.07% | new | NEW |
| Lloyd Advisory Services, LLC. | $489.9K | 16,446 | 0.19% | new | NEW |
| Altiora Financial Group, LLC | $454.3K | 15,251 | 0.07% | 2q | +16.6%+$64.8K |
| Sowell Financial Services LLC | $389.5K | 13,075 | 0.01% | new | NEW |
| &PARTNERS | $321.5K | 10,792 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $265.9K | 8,926 | 0.09% | 3q | HELD |
| LANARK FINANCIAL, INC. | $265.3K | 8,905 | 0.02% | 2q | +249.6%+$189.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $263.1K | 8,831 | 0.00% | 3q | +13.0%+$30.3K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $142.4K | 4,782 | 0.06% | new | NEW |
| POM Investment Strategies, LLC | $76.6K | 2,571 | 0.09% | 3q | -58.6%-$108.2K |
| Buck Wealth Strategies, LLC | $29.5K | 990 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $28.8K | 968 | 0.03% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $14.9K | 500 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $5.5K | 185 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $5.4K | 180 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $1.4K | 48,463 | 0.00% | new | NEW |
| Summit Global Investments | $445 | 14,936 | 0.02% | 2q | +36.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $144.5M | 4,850,379 | 15 | 19 | 5 | 0.0% |
| Q1 2026 | 30 | $87.7M | 3,000,863 | 9 | 18 | 3 | 0.0% |
| Q4 2025 | 21 | $41.6M | 1,528,296 | 12 | 4 | 1 | 0.0% |
| Q3 2025 | 9 | $19.6M | 710,132 | 3 | 3 | 1 | 0.0% |
| Q2 2025 | 6 | $10.8M | 414,121 | 3 | 1 | 1 | 0.0% |
| Q1 2025 | 6 | $15.8M | 582,741 | 6 | 0 | 0 | 0.0% |