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 | Added to | 512,020 | 14,971 | 0.08% | 0.06% | 1 | +105,207 | 25.86% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 426,687 | 12,476 | 0.01% | 0.0% | 2 | +176,687 | 70.67% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 276,000 | 8,070 | 0.0% | 0.0% | 3 | +225,000 | 441.18% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | New | 243,929 | 7,132 | 1.79% | — | 4 | +243,929 | New | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 177,600 | 5,193 | 0.0% | 0.0% | 5 | +80,000 | 81.97% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 146,122 | 4,272 | 0.06% | — | 6 | +146,122 | New | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Added to | 135,453 | 3,960 | 2.62% | 2.16% | 7 | +55,179 | 68.74% | Q1 2026 | May 07, 2026 |
| Encompass More Asset Management | History | Added to | 130,010 | 3,801 | 0.64% | 0.13% | 8 | +103,242 | 385.69% | Q1 2026 | Apr 28, 2026 |
| Park Edge Advisors, LLC | History | Added to | 128,359 | 3,753 | 0.87% | 0.48% | 9 | +50,547 | 64.96% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 111,364 | 3,256 | 0.08% | 0.03% | 10 | +61,640 | 123.96% | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 103,529 | 3,027 | 1.24% | 0.69% | 11 | +39,558 | 61.84% | Q1 2026 | Apr 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 79,799 | 2,333 | 0.71% | 0.44% | 12 | +28,605 | 55.88% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 77,211 | 2,257 | 0.0% | — | 13 | +77,211 | New | Q1 2026 | May 04, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 74,790 | 2,186 | 0.23% | 0.1% | 14 | +35,650 | 91.08% | Q1 2026 | May 06, 2026 |
| FSA Advisors, Inc. | History | Added to | 70,422 | 2,059 | 1.36% | 0.92% | 15 | +21,943 | 45.26% | Q1 2026 | May 06, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 56,005 | 1,637 | 0.29% | 0.25% | 16 | -4,057 | -6.75% | Q1 2026 | May 11, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 51,917 | 1,518 | 1.02% | 0.71% | 17 | +12,601 | 32.05% | Q1 2026 | May 07, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 40,922 | 1,196 | 0.75% | 0.41% | 18 | +16,290 | 66.13% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 37,382 | 1,093 | 0.01% | — | 19 | +37,382 | New | Q1 2026 | Apr 13, 2026 |
| Networth Advisors, LLC | History | Added to | 30,089 | 879 | 0.62% | 0.35% | 20 | +12,748 | 73.51% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 19,892 | 581 | 0.0% | 0.0% | 21 | +11,602 | 139.95% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | New | 19,252 | 562 | 0.02% | — | 22 | +19,252 | New | Q1 2026 | Apr 28, 2026 |
| WealthCare Asset Management, LLC | History | New | 13,155 | 384 | 0.41% | — | 23 | +13,155 | New | Q1 2026 | Apr 30, 2026 |
| Altiora Financial Group, LLC | History | New | 13,077 | 382 | 0.06% | — | 24 | +13,077 | New | Q1 2026 | May 08, 2026 |
| Summit Global Investments | History | New | 10,954 | 320 | 0.02% | — | 25 | +10,954 | New | Q1 2026 | May 07, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 8,951 | 261 | 0.12% | 0.09% | 26 | +2,014 | 29.03% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,815 | 228 | 0.0% | 0.0% | 27 | +170 | 2.22% | Q1 2026 | Apr 20, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 6,204 | 181 | 0.22% | 1.68% | 28 | -113,966 | -94.84% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | New | 2,547 | 74 | 0.01% | — | 29 | +2,547 | New | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 315 | 9 | 0.0% | 0.0% | 30 | -611 | -65.98% | Q1 2026 | Apr 27, 2026 |
| Realta Investment Advisors | History | New | 45 | 1 | 0.0% | — | 31 | +45 | New | Q1 2026 | Apr 22, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.09% | — | -8,492 | -100.0% | Q1 2026 | May 13, 2026 |