SIMPLIFY EXCHANGE TRADED FUN FOXY
CURRE STRAT ETF · ETP · CUSIP 82889N368
22
institutional holders
+12 vs Q3 2025
1.5m
shares reported held*
$41.7mreported value*
12 new
6 added
1 reduced
2 sold out
net bought ≈ $19.8m (+728.3k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($75.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.21.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 7 |
| Q2 2025 | 8 |
| Q3 2025 | 10 |
| Q4 2025 | 22 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 5 | 4 |
| Q3 2025 | 7 | 1 |
| Q4 2025 | 18 | 3 |
Biggest buyers
| AE Wealth Management LLC | New | +406.8k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +125.0k |
| POM Investment Strategies, LLC | New | +120.2k |
| CITIGROUP INC | Added | +69.0k |
| HOWARD BAILEY SECURITIES, LLC | New | +64.0k |
| Beacon Capital Management, LLC | New | +60.1k |
| B.O.S.S. Retirement Advisors, LLC | New | +51.2k |
| FSA Advisors, Inc. | New | +48.5k |
| Authentikos Wealth Advisory, LLC | New | +39.3k |
| Pekin Hardy Strauss, Inc. | Added | +26.2k |
Biggest sellers
| Simplify Asset Management Inc. | Sold out | -337.4k |
| Park Edge Advisors, LLC | Reduced | -2.6k |
| PRINCIPAL SECURITIES, INC. | Sold out | -275 |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| AE Wealth Management LLC 0.06% of their portfolio | 406.8k $11.1m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 250.0k $6.8m | Added +125.0k |
| POM Investment Strategies, LLC 1.68% of their portfolio | 120.2k $3.3m | New |
| CITIGROUP INC 0.00% of their portfolio | 97.6k $2.7m | Added +69.0k |
| Key Capital Management, INC 2.16% of their portfolio | 80.3k $2.2m | First filing |
| Park Edge Advisors, LLC 0.48% of their portfolio | 77.8k $2.1m | Reduced -2.6k |
| HOWARD BAILEY SECURITIES, LLC 0.69% of their portfolio | 64.0k $1.7m | New |
| Beacon Capital Management, LLC 0.25% of their portfolio | 60.1k $1.6m | New |
| B.O.S.S. Retirement Advisors, LLC 0.44% of their portfolio | 51.2k $1.4m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 51.0k $1.4m | Unchanged |
| CreativeOne Wealth, LLC 0.03% of their portfolio | 49.7k $1.4m | Added +140 |
| FSA Advisors, Inc. 0.92% of their portfolio | 48.5k $1.3m | New |
| Authentikos Wealth Advisory, LLC 0.71% of their portfolio | 39.3k $1.1m | New |
| Pekin Hardy Strauss, Inc. 0.10% of their portfolio | 39.1k $1.1m | Added +26.2k |
| Encompass More Asset Management 0.13% of their portfolio | 26.8k $728.3k | Added +1.9k |
| Blackston Financial Advisory Group, LLC 0.41% of their portfolio | 24.6k $670.2k | New |
| Networth Advisors, LLC 0.35% of their portfolio | 17.3k $471.8k | First filing |
| Lloyd Advisory Services, LLC. 0.09% of their portfolio | 8.5k $231.1k | New |
| CWM, LLC 0.00% of their portfolio | 8.3k $226.0k | Added +7.8k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 7.6k $208.0k | New |
| Decker Retirement Planning Inc. 0.09% of their portfolio | 6.9k $188.8k | New |
| Sound Income Strategies, LLC 0.00% of their portfolio | 926 $25.6k | New |