Vault-13

SIMPLIFY EXCHANGE TRADED FUN FOXY

CURRE STRAT ETF · ETP · CUSIP 82889N368

46 institutional holders +15 vs Q1 2026
4,886,2334.9m shares reported held*
$145.5mreported value*
16 new 21 added 6 reduced 2 sold out net bought ≈ $56.5m (+1.9m 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 ($129.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.79.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 25: 7Q2 25: 8Q3 25: 10Q4 25: 22Q1 26: 31Q2 26: 4646Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20257
Q2 20258
Q3 202510
Q4 202522
Q1 202631
Q2 202646

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 25: 5 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 7 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 18 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 28 bought or addedQ1 26: 4 cut or sold outQ1 26Q2 26: 37 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 202554
Q3 202571
Q4 2025183
Q1 2026284
Q2 2026378

Biggest buyers

Gradient Investments LLC New +1,186,803+1.2m
JANE STREET GROUP, LLC New +84,172+84.2k
ENVESTNET ASSET MANAGEMENT INC Added +70,673+70.7k
PRINCIPAL SECURITIES, INC. Added +67,713+67.7k
Brown Financial Advisors New +56,984+57.0k
Janney Montgomery Scott LLC New +48,463+48.5k
Encompass More Asset Management Added +44,847+44.8k
Paladin Wealth, LLC New +44,227+44.2k
AE Wealth Management LLC Added +39,814+39.8k
BANK OF AMERICA CORP /DE/ Added +38,840+38.8k

Biggest sellers

CreativeOne Wealth, LLC Reduced -16,994-17.0k
Beacon Capital Management, LLC Reduced -12,939-12.9k
MATHER GROUP, LLC. Reduced -9,010-9.0k
Park Edge Advisors, LLC Reduced -7,986-8.0k
POM Investment Strategies, LLC Reduced -3,633-3.6k
Sound Income Strategies, LLC Sold out -315-315
Realta Investment Advisors Sold out -45-45
Decker Retirement Planning Inc. Reduced -25-25

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gradient Investments LLC 0.49% of their portfolio ARDEN HILLS, MN 1,186,8031.2m $35.4m $35.4m 0.49% New
2 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 551,834551.8k $16.4m $16.4m 0.08% Added +39.8k +39,814
3 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 427,035427.0k $12.7m $12.7m 0.01% Added +348 +348
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 314,840314.8k $9.4m $9.4m 0.00% Added +38.8k +38,840
5 Elevated Capital Advisors, LLC 2.24% of their portfolio SANDY, UT 273,420273.4k $8.1m $8.1m 2.24% Added +29.5k +29,491
6 PRINCIPAL SECURITIES, INC. 0.08% of their portfolio DES MOINES, IA 213,835213.8k $6.4m $6.4m 0.08% Added +67.7k +67,713
7 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 177,600177.6k $5.3m $5.3m 0.00% Unchanged
8 Encompass More Asset Management 0.76% of their portfolio Danville, CA 174,857174.9k $5.2m $5.2m 0.76% Added +44.8k +44,847
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 147,884147.9k $4.4m $4.4m 0.00% Added +70.7k +70,673
10 Key Capital Management, INC 2.26% of their portfolio HENDERSONVILLE, TN 37075, TN 147,315147.3k $4.4m $4.4m 2.26% Added +11.9k +11,862
11 Park Edge Advisors, LLC 0.76% of their portfolio Cleveland, OH 120,373120.4k $3.6m $3.6m 0.76% Reduced -8.0k -7,986
12 Pekin Hardy Strauss, Inc. 0.28% of their portfolio CHICAGO, IL 106,956107.0k $3.2m $3.2m 0.28% Added +32.2k +32,166
13 HOWARD BAILEY SECURITIES, LLC 1.17% of their portfolio FORT WAYNE, IN 104,465104.5k $3.1m $3.1m 1.17% Added +936 +936
14 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 94,37094.4k $2.8m $2.8m 0.06% Reduced -17.0k -16,994
15 B.O.S.S. Retirement Advisors, LLC 0.69% of their portfolio Lehi, UT 85,89385.9k $2.6m $2.6m 0.69% Added +6.1k +6,094
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 84,17284.2k $2.5m $2.5m 0.00% New
17 FSA Advisors, Inc. 1.10% of their portfolio TROY, MI 80,18780.2k $2.4m $2.4m 1.10% Added +9.8k +9,765
18 Brown Financial Advisors 0.59% of their portfolio MILFORD, OH 56,98457.0k $1.7m $1.7m 0.59% New
19 Authentikos Wealth Advisory, LLC 1.03% of their portfolio MORGAN HILL, CA 54,26754.3k $1.6m $1.6m 1.03% Added +2.4k +2,350
20 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 48,46348.5k $1.4m $1.4m 0.00% New
21 Paladin Wealth, LLC 0.77% of their portfolio ARDEN HILLS, MN 44,22744.2k $1.3m $1.3m 0.77% New
22 Blackston Financial Advisory Group, LLC 0.74% of their portfolio THE VILLAGES, FL 43,78343.8k $1.3m $1.3m 0.74% Added +2.9k +2,861
23 Beacon Capital Management, LLC 0.19% of their portfolio FRANKLIN, TN 43,06643.1k $1.3m $1.3m 0.19% Reduced -12.9k -12,939
24 Networth Advisors, LLC 0.55% of their portfolio CANONSBURG, PA 31,69231.7k $944.1k $944.1k 0.55% Added +1.6k +1,603
25 Mattson Financial Services, LLC 0.17% of their portfolio KENTWOOD, MI 28,53328.5k $835.4k $835.4k 0.17% New
26 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 28,37228.4k $845.2k $845.2k 0.01% Reduced -9.0k -9,010
27 WealthCare Asset Management, LLC 0.33% of their portfolio SPRINGFIELD, MO 26,68026.7k $794.8k $794.8k 0.33% Added +13.5k +13,525
28 Mosley Wealth Management 0.21% of their portfolio ANAHEIM, CA 22,26322.3k $663.2k $663.2k 0.21% New
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,36121.4k $636.3k $636.3k 0.00% New
30 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 20,90820.9k $622.9k $622.9k 0.02% Added +1.7k +1,656
31 Maridea Wealth Management LLC 0.07% of their portfolio BROOKLYN, NY 20,79920.8k $619.6k $619.6k 0.07% New
32 Lloyd Advisory Services, LLC. 0.19% of their portfolio SUWANEE, GA 16,44616.4k $489.9k $489.9k 0.19% New
33 Altiora Financial Group, LLC 0.07% of their portfolio LEBANON, OH 15,25115.3k $454.3k $454.3k 0.07% Added +2.2k +2,174
34 Summit Global Investments 0.02% of their portfolio BOUNTIFUL, UT 14,93614.9k $445.0k $445.0k 0.02% Added +4.0k +3,982
35 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 13,07513.1k $389.5k $389.5k 0.01% New
36 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,79210.8k $321.5k $321.5k 0.00% New
37 Decker Retirement Planning Inc. 0.09% of their portfolio LEVI, UT 8,9268.9k $265.9k $265.9k 0.09% Reduced -25 -25
38 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 8,9058.9k $265.3k $265.3k 0.02% Added +6.4k +6,358
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 8,8318.8k $263.1k $263.1k 0.00% Added +1.0k +1,016
40 TOUNJIAN ADVISORY PARTNERS, LLC 0.06% of their portfolio FORT MYERS, FL 4,7824.8k $142.4k $142.4k 0.06% New
41 POM Investment Strategies, LLC 0.09% of their portfolio RALEIGH, NC 2,5712.6k $76.6k $76.6k 0.09% Reduced -3.6k -3,633
42 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 990990 $29.5k $29.5k 0.00% New
43 Montgomery Financial Services LLC 0.03% of their portfolio OCEAN CITY, MD 968968 $28.8k $28.8k 0.03% First filing
44 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $14.9k $14.9k 0.00% New
45 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 185185 $5.5k $5.5k 0.00% New
46 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 180180 $5.4k $5.4k 0.00% First filing