Simplify Exchange Traded Funds - FOXY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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