Simplify Exchange Traded Funds - FOXY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 1,679,257 | 44,869 | 0.64% | 0.49% | 1 | +492,454 | 41.49% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 551,834 | 16,439 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 427,035 | 12,721 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 314,840 | 9,379 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 273,420 | 8,145 | 2.24% | 2.24% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 213,835 | 6,370 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | No change | 177,600 | 5,290 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Encompass More Asset Management | History | No change | 174,857 | 5,208 | 0.76% | 0.76% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 147,884 | 4,405 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Key Capital Management, INC | History | No change | 147,315 | 4,388 | 2.26% | 2.26% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Park Edge Advisors, LLC | History | No change | 120,373 | 3,585 | 0.75% | 0.75% | 11 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 106,956 | 3,186 | 0.28% | 0.28% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 104,465 | 3,112 | 1.17% | 1.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 94,370 | 2,811 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 85,893 | 2,558 | 0.69% | 0.69% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 84,172 | 2,507 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | No change | 80,187 | 2,388 | 1.1% | 1.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brown Financial Advisors | History | No change | 56,984 | 1,697 | 0.59% | 0.59% | 18 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 54,267 | 1,616 | 1.03% | 1.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 48,463 | 1,444 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paladin Wealth, LLC | History | No change | 44,227 | 1,317 | 0.77% | 0.77% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 43,783 | 1,304 | 0.74% | 0.74% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, LLC | History | No change | 43,066 | 1,282 | 0.19% | 0.19% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Networth Advisors, LLC | History | No change | 31,692 | 944 | 0.55% | 0.55% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 28,372 | 845 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mattson Financial Services, LLC | History | No change | 28,533 | 835 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthCare Asset Management, LLC | History | No change | 26,680 | 794 | 0.33% | 0.33% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mosley Wealth Management | History | No change | 22,263 | 663 | 0.21% | 0.21% | 28 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,361 | 636 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,908 | 622 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Maridea Wealth Management LLC | History | No change | 20,799 | 619 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 16,446 | 489 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Altiora Financial Group, LLC | History | No change | 15,251 | 454 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Global Investments | History | No change | 14,936 | 445 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sowell Financial Services LLC | History | No change | 13,075 | 389 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | No change | 10,792 | 321 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 8,905 | 265 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Decker Retirement Planning Inc. | History | No change | 8,926 | 265 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 8,831 | 263 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 4,782 | 142 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| POM Investment Strategies, LLC | History | No change | 2,571 | 76 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 990 | 29 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Montgomery Financial Services LLC | History | No change | 968 | 28 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 185 | 5 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 180 | 5 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |