Who Owns SIMPLIFY CURRENCY ETF (FOXY)? -- Institutional Holders (2026-06-30)

48 institutions reported holding $145.7M of SIMPLIFY CURRENCY ETF (FOXY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($35.4M), AE Wealth Management LLC ($16.4M), BNP PARIBAS FINANCIAL MARKETS ($12.7M), BANK OF AMERICA CORP /DE/ ($9.4M), Elevated Capital Advisors, LLC ($8.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$35.4M1.2MNew
2AE Wealth Management LLC$16.4M551,834Added
3BNP PARIBAS FINANCIAL MARKETS$12.7M427,035Added
4BANK OF AMERICA CORP /DE/$9.4M314,840Added
5Elevated Capital Advisors, LLC$8.1M273,420Added
6PRINCIPAL SECURITIES, INC.$6.4M213,835Added
7CITIGROUP INC$5.3M177,600Hold
8Encompass More Asset Management$5.2M174,857Added
9ENVESTNET ASSET MANAGEMENT INC$4.4M147,884Added
10Key Capital Management, INC$4.4M147,315Added
11Park Edge Advisors, LLC$3.6M120,373Trimmed
12Pekin Hardy Strauss, Inc.$3.2M106,956Added
13HOWARD BAILEY SECURITIES, LLC$3.1M104,465Added
14CreativeOne Wealth, LLC$2.8M94,370Trimmed
15B.O.S.S. Retirement Advisors, LLC$2.6M85,893Added
16JANE STREET GROUP, LLC$2.5M84,172New
17FSA Advisors, Inc.$2.4M80,187Added
18Brown Financial Advisors$1.7M56,984New
19Authentikos Wealth Advisory, LLC$1.6M54,267Added
20Janney Montgomery Scott LLC$1.4M48,463New
21Paladin Wealth, LLC$1.3M44,227New
22Blackston Financial Advisory Group, LLC$1.3M43,783Added
23Beacon Capital Management, LLC$1.3M43,066Trimmed
24Networth Advisors, LLC$944,11331,692Added
25MATHER GROUP, LLC.$845,20228,372Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30