Simplify Currency Strategy ETF (FOXY)

ETF ยท NYSE Arca

Simplify Currency Strategy ETF (FOXY) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 3, 2025.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
February 3, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 46 institutions reported holding FOXY, with 4.9 million shares worth $145.7 million in aggregate. The largest reported holder was Gradient Investments, with 1.2 million shares worth $35.4 million. Of the 5 largest holders listed below, 1 opened a new position in FOXY and 4 added shares during the quarter.

InstitutionSharesValueQuarter change
Gradient Investments1,186,803$35MNew position
AE Wealth Management551,834$16MAdded 7.78%
Bnp Paribas Financial Markets427,035$13MAdded 0.08%
Bank of America314,840$9MAdded 14.07%
Elevated Capital Advisors273,420$8MAdded 12.09%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is FOXY?

Simplify Currency Strategy ETF (FOXY) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 3, 2025.

Who are the largest institutional holders of FOXY?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FOXY were Gradient Investments, AE Wealth Management and Bnp Paribas Financial Markets.

How many institutions own FOXY?

46 institutions reported a position in FOXY for the quarter ended June 30, 2026, worth $145.7 million in total.

Did institutions buy or sell FOXY last quarter?

Of the 5 largest reported holders, 1 opened a new position in FOXY and 4 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for FOXY.

Every reported institutional holder, plus insider and congressional trades in FOXY, on SentiSense.