32 institutions reported holding $88.1M of SIMPLIFY EXCHANGE TRADED FUN (FOXY) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($15.0M), BNP PARIBAS FINANCIAL MARKETS ($12.5M), BANK OF AMERICA CORP /DE/ ($8.1M), Elevated Capital Advisors, LLC ($7.1M), CITIGROUP INC ($5.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $15.0M | 512,020 | Added |
| 2 | BNP PARIBAS FINANCIAL MARKETS | $12.5M | 426,687 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $8.1M | 276,000 | Added |
| 4 | Elevated Capital Advisors, LLC | $7.1M | 243,929 | New |
| 5 | CITIGROUP INC | $5.2M | 177,600 | Added |
| 6 | PRINCIPAL SECURITIES, INC. | $4.3M | 146,122 | New |
| 7 | Key Capital Management, INC | $4.0M | 135,453 | Added |
| 8 | Encompass More Asset Management | $3.8M | 130,010 | Added |
| 9 | Park Edge Advisors, LLC | $3.8M | 128,359 | Added |
| 10 | CreativeOne Wealth, LLC | $3.3M | 111,364 | Added |
| 11 | HOWARD BAILEY SECURITIES, LLC | $3.0M | 103,529 | Added |
| 12 | B.O.S.S. Retirement Advisors, LLC | $2.3M | 79,799 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 77,211 | New |
| 14 | Pekin Hardy Strauss, Inc. | $2.2M | 74,790 | Added |
| 15 | FSA Advisors, Inc. | $2.1M | 70,422 | Added |
| 16 | Beacon Capital Management, LLC | $1.6M | 56,005 | Trimmed |
| 17 | Authentikos Wealth Advisory, LLC | $1.5M | 51,917 | Added |
| 18 | Blackston Financial Advisory Group, LLC | $1.2M | 40,922 | Added |
| 19 | MATHER GROUP, LLC. | $1.1M | 37,382 | New |
| 20 | Networth Advisors, LLC | $879,802 | 30,089 | Added |
| 21 | CWM, LLC | $581,632 | 19,892 | Added |
| 22 | Belpointe Asset Management LLC | $562,928 | 19,252 | New |
| 23 | WealthCare Asset Management, LLC | $384,660 | 13,155 | New |
| 24 | Altiora Financial Group, LLC | $382,368 | 13,077 | New |
| 25 | Summit Global Investments | $320,000 | 10,954 | New |
Source: SEC Form 13F filings · as of 2026-03-31