Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / CURRENCY STRATEG
-
Number of holders
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10
-
Total 13F shares, excl. options
-
711K
-
Shares change
-
+171K
-
Total reported value, excl. options
-
$19.6M
-
Value change
-
+$4.73M
-
Number of buys
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6
-
Number of sells
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-1
-
Price
-
$27.57
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - CURRENCY STRATEG (FOXY) as of Q3 2025
10 filings reported holding FOXY - SIMPLIFY EXCHANGE TRADED FUN - CURRENCY STRATEG as of Q3 2025.
SIMPLIFY EXCHANGE TRADED FUN - CURRENCY STRATEG (FOXY) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 711K shares
.
Largest 10 shareholders include Simplify Asset Management Inc. (337K shares), BNP PARIBAS FINANCIAL MARKETS (125K shares), Park Edge Advisors, LLC (80.4K shares), BANK OF AMERICA CORP /DE/ (51K shares), CreativeOne Wealth, LLC (49.6K shares), CITIGROUP INC (28.6K shares), Encompass More Asset Management (24.9K shares), Pekin Hardy Strauss, Inc. (12.9K shares), CWM, LLC (536 shares), and PRINCIPAL SECURITIES, INC. (275 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.