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FOXY SIMPLIFY EXCHANGE TRADED FUN

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CURRE STRAT ETF (fund)

22 managers (22 13F filers) reported a position in FOXY shares at 2025-12-31, 1,536,586 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
12
Added
6
Reduced
1
Sold out
2
Shares held by filers
1,536,586

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AE Wealth Management LLC406,813$11.1M0.06%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS250,000$6.8M<0.01%+125,00013F-HRTimelineGroup
POM Investment Strategies, LLC120,170$3.27M1.68%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC97,600$2.66M<0.01%+69,00013F-HRTimelineGroup
Key Capital Management, INC80,274$2.18M2.16%13F-HRTimeline
Park Edge Advisors, LLC77,812$2.12M0.48%-2,62713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC63,971$1.74M0.69%new13F-HRTimeline
Beacon Capital Management, LLC60,062$1.63M0.25%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC51,194$1.39M0.44%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,000$1.39M<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,724$1.35M0.03%+14013F-HRTimelineGroup
FSA Advisors, Inc.48,479$1.32M0.92%new13F-HRTimeline
Authentikos Wealth Advisory, LLC39,316$1.07M0.71%new13F-HRTimeline
Pekin Hardy Strauss, Inc.39,140$1.06M0.1%+26,20013F-HRTimeline
Encompass More Asset Management26,768$728K0.13%+1,91713F-HRTimeline
Blackston Financial Advisory Group, LLC24,632$670K0.41%new13F-HRTimeline
Networth Advisors, LLC17,341$472K0.35%13F-HRTimeline
Lloyd Advisory Services, LLC.8,492$231K0.09%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,290$226K<0.01%+7,75413F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC7,645$208K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.6,937$189K0.09%new13F-HRTimeline
Sound Income Strategies, LLC926$25.6K<0.01%new13F-HRTimeline