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Disclosery

FOXY SIMPLIFY EXCHANGE TRADED FUN

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CURRE STRAT ETF (fund)

46 managers (46 13F filers) reported a position in FOXY shares at 2026-06-30, 4,890,575 shares in all. 16 filers opened a position and 2 filers sold out during the quarter.

Managers
46
13F filers
46
New
16
Added
21
Reduced
6
Sold out
2
Shares held by filers
4,890,575

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gradient Investments LLCin group Gradient Investments LLC1,186,803$35.4M0.49%new13F-HRTimelineGroup
AE Wealth Management LLC551,834$16.4M0.08%+39,81413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS427,035$12.7M0.01%+34813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/314,840$9.38M<0.01%+38,84013F-HRTimelineGroup
Elevated Capital Advisors, LLC273,420$8.15M2.24%+29,49113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC213,835$6.37M0.08%+67,71313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC177,600$5.29M<0.01%013F-HRTimelineGroup
Encompass More Asset Management174,857$5.21M0.76%+44,84713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,884$4.41M<0.01%+70,67313F-HRTimelineGroup
Key Capital Management, INC147,315$4.39M2.26%+11,86213F-HRTimeline
Park Edge Advisors, LLC120,373$3.59M0.76%-7,98613F-HRTimeline
Pekin Hardy Strauss, Inc.106,956$3.19M0.28%+32,16613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC104,465$3.11M1.17%+93613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC94,370$2.81M0.06%-16,99413F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC85,893$2.56M0.69%+6,09413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC84,172$2.51M<0.01%new13F-HRTimelineGroup
FSA Advisors, Inc.80,187$2.39M1.1%+9,76513F-HR/ATimeline
Brown Financial Advisors56,984$1.7M0.59%new13F-HRTimeline
Authentikos Wealth Advisory, LLC54,267$1.62M1.03%+2,35013F-HRTimeline
Janney Montgomery Scott LLC48,463$1.44M<0.01%new13F-HRTimeline
Paladin Wealth, LLC44,227$1.32M0.77%new13F-HRTimeline
Blackston Financial Advisory Group, LLC43,783$1.3M0.74%+2,86113F-HRTimeline
Beacon Capital Management, LLC43,066$1.28M0.19%-12,93913F-HRTimeline
Networth Advisors, LLC31,692$944K0.55%+1,60313F-HRTimeline
MATHER GROUP, LLC.28,372$845K0.01%-9,01013F-HRTimeline
Mattson Financial Services, LLC28,533$835K0.17%new13F-HRTimeline
WealthCare Asset Management, LLC26,680$795K0.33%+13,52513F-HRTimeline
Mosley Wealth Management22,263$663K0.21%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,361$636K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC20,908$623K0.02%+1,65613F-HRTimeline
Maridea Wealth Management LLC20,799$620K0.07%new13F-HRTimeline
Lloyd Advisory Services, LLC.16,446$490K0.19%new13F-HRTimeline
Altiora Financial Group, LLC15,251$454K0.07%+2,17413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments14,936$445K0.02%+3,98213F-HRTimelineGroup
Sowell Financial Services LLC13,075$390K0.01%new13F-HRTimeline
&PARTNERS10,792$321K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.8,926$266K0.09%-2513F-HRTimeline
LANARK FINANCIAL, INC.8,905$265K0.02%+6,35813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC8,831$263K<0.01%+1,01613F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC4,782$142K0.06%new13F-HRTimeline
POM Investment Strategies, LLC2,571$76.6K0.09%-3,63313F-HRTimeline
Buck Wealth Strategies, LLC990$29.5K<0.01%new13F-HRTimeline
Montgomery Financial Services LLC968$28.8K0.03%13F-HRTimeline
Steward Partners Investment Advisory, L…500$14.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.185$5.51K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC180$5.36K<0.01%13F-HRTimeline