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FOXY SIMPLIFY EXCHANGE TRADED FUN

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CURRE STRAT ETF (fund)

31 managers (31 13F filers) reported a position in FOXY shares at 2026-03-31, 3,011,817 shares in all. 10 filers opened a position and 1 filer sold out during the quarter.

Managers
31
13F filers
31
New
10
Added
18
Reduced
3
Sold out
1
Shares held by filers
3,011,817

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC512,020$15M0.08%+105,20713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS426,687$12.5M0.01%+176,68713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/276,000$8.07M<0.01%+225,00013F-HRTimelineGroup
Elevated Capital Advisors, LLC243,929$7.13M1.8%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC177,600$5.19M<0.01%+80,00013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC146,122$4.27M0.06%new13F-HRTimelineGroup
Key Capital Management, INC135,453$3.96M2.62%+55,17913F-HRTimeline
Encompass More Asset Management130,010$3.8M0.64%+103,24213F-HRTimeline
Park Edge Advisors, LLC128,359$3.75M0.87%+50,54713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC111,364$3.26M0.08%+61,64013F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC103,529$3.03M1.24%+39,55813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC79,799$2.33M0.71%+28,60513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC77,211$2.26M<0.01%new13F-HRTimelineGroup
Pekin Hardy Strauss, Inc.74,790$2.19M0.23%+35,65013F-HRTimeline
FSA Advisors, Inc.70,422$2.06M1.36%+21,94313F-HRTimeline
Beacon Capital Management, LLC56,005$1.64M0.29%-4,05713F-HRTimeline
Authentikos Wealth Advisory, LLC51,917$1.52M1.02%+12,60113F-HRTimeline
Blackston Financial Advisory Group, LLC40,922$1.2M0.75%+16,29013F-HRTimeline
MATHER GROUP, LLC.37,382$1.09M0.01%new13F-HRTimeline
Networth Advisors, LLC30,089$880K0.62%+12,74813F-HRTimeline
CWM, LLCin group CWM, LLC19,892$582K<0.01%+11,60213F-HRTimelineGroup
Belpointe Asset Management LLC19,252$563K0.02%new13F-HRTimeline
WealthCare Asset Management, LLC13,155$385K0.41%new13F-HRTimeline
Altiora Financial Group, LLC13,077$382K0.06%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,954$320K0.02%new13F-HRTimelineGroup
Decker Retirement Planning Inc.8,951$262K0.12%+2,01413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC7,815$229K<0.01%+17013F-HRTimelineGroup
POM Investment Strategies, LLC6,204$181K0.23%-113,96613F-HRTimeline
LANARK FINANCIAL, INC.2,547$74.5K0.01%new13F-HRTimeline
Sound Income Strategies, LLC315$9.42K<0.01%-61113F-HRTimeline
Realta Investment Advisors45$1.32K<0.01%new13F-HRTimeline