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FOXY SIMPLIFY EXCHANGE TRADED FUN

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CURRE STRAT ETF (fund)

8 managers (8 13F filers) reported a position in FOXY shares at 2025-06-30, 414,197 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
8
13F filers
8
New
4
Added
1
Reduced
1
Sold out
3
Shares held by filers
414,197

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Simplify Asset Management Inc.289,943$7.57M0.46%-173,79613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,000$1.3M<0.01%013F-HRTimelineGroup
Encompass More Asset Management33,937$886K0.21%+6,47813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC28,600$746K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,366$297K0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC275$7.18K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC76$2K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.