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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | New | 406,813 | 11,069 | 0.06% | — | 1 | +406,813 | New | Q4 2025 | Jan 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 250,000 | 6,802 | 0.0% | 0.0% | 2 | +125,000 | 100.0% | Q4 2025 | Feb 10, 2026 |
| POM Investment Strategies, LLC | History | New | 120,170 | 3,269 | 1.68% | — | 3 | +120,170 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 97,600 | 2,655 | 0.0% | 0.0% | 4 | +69,000 | 241.26% | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 80,274 | 2,184 | 2.16% | — | 5 | +80,274 | New | Q4 2025 | Jan 26, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 77,812 | 2,117 | 0.48% | 0.51% | 6 | -2,627 | -3.27% | Q4 2025 | Jan 16, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 63,971 | 1,740 | 0.69% | — | 7 | +63,971 | New | Q4 2025 | Feb 11, 2026 |
| Beacon Capital Management, LLC | History | New | 60,062 | 1,634 | 0.25% | — | 8 | +60,062 | New | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 51,194 | 1,392 | 0.44% | — | 9 | +51,194 | New | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 51,000 | 1,387 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 49,724 | 1,352 | 0.03% | 0.03% | 11 | +140 | 0.28% | Q4 2025 | Feb 13, 2026 |
| FSA Advisors, Inc. | History | New | 48,479 | 1,319 | 0.92% | — | 12 | +48,479 | New | Q4 2025 | Feb 02, 2026 |
| Authentikos Wealth Advisory, LLC | History | New | 39,316 | 1,069 | 0.71% | — | 13 | +39,316 | New | Q4 2025 | Feb 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 39,140 | 1,064 | 0.1% | 0.04% | 14 | +26,200 | 202.47% | Q4 2025 | Jan 30, 2026 |
| Encompass More Asset Management | History | Added to | 26,768 | 728 | 0.13% | 0.13% | 15 | +1,917 | 7.71% | Q4 2025 | Feb 03, 2026 |
| Blackston Financial Advisory Group, LLC | History | New | 24,632 | 670 | 0.41% | — | 16 | +24,632 | New | Q4 2025 | Feb 06, 2026 |
| Networth Advisors, LLC | History | New | 17,341 | 471 | 0.35% | — | 17 | +17,341 | New | Q4 2025 | Jan 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 8,492 | 231 | 0.09% | — | 18 | +8,492 | New | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 8,290 | 226 | 0.0% | 0.0% | 19 | +7,754 | 1446.64% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 7,645 | 208 | 0.0% | — | 20 | +7,645 | New | Q4 2025 | Jan 29, 2026 |
| Decker Retirement Planning Inc. | History | New | 6,937 | 188 | 0.09% | — | 21 | +6,937 | New | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 926 | 25 | 0.0% | — | 22 | +926 | New | Q4 2025 | Jan 21, 2026 |
| Simplify Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -337,443 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2025 | Nov 12, 2025 |