FOXY SIMPLIFY EXCHANGE TRADED FUN
FollowCURRE 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 289,943 | $7.57M | 0.46% | -173,796 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 50,000 | $1.3M | <0.01% | 0 | 13F-HRTimelineGroup |
| Encompass More Asset Management | 33,937 | $886K | 0.21% | +6,478 | 13F-HRTimeline |
| CITIGROUP INCin group CITIGROUP INC | 28,600 | $746K | <0.01% | new | 13F-HRTimelineGroup |
| CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC | 11,366 | $297K | 0.01% | new | 13F-HRTimelineGroup |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 275 | $7.18K | <0.01% | new | 13F-HRTimelineGroup |
| CWM, LLCin group CWM, LLC | 76 | $2K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |