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 | New | 1,186,803 | 35,354 | 0.49% | — | 1 | +1,186,803 | New | Q2 2026 | Jul 08, 2026 |
| AE Wealth Management LLC | History | Added to | 551,834 | 16,439 | 0.08% | 0.08% | 2 | +39,814 | 7.78% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 427,035 | 12,721 | 0.0% | 0.01% | 3 | +348 | 0.08% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 314,840 | 9,379 | 0.0% | 0.0% | 4 | +38,840 | 14.07% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 273,420 | 8,145 | 2.24% | 1.79% | 5 | +29,491 | 12.09% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 213,835 | 6,370 | 0.08% | 0.06% | 6 | +67,713 | 46.34% | 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 | Added to | 174,857 | 5,208 | 0.76% | 0.64% | 8 | +44,847 | 34.5% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 147,884 | 4,405 | 0.0% | 0.0% | 9 | +70,673 | 91.53% | Q2 2026 | Sep 23, 2026 |
| Key Capital Management, INC | History | Added to | 147,315 | 4,388 | 2.26% | 2.62% | 10 | +11,862 | 8.76% | Q2 2026 | Jul 27, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 120,373 | 3,585 | 0.75% | 0.87% | 11 | -7,986 | -6.22% | Q2 2026 | Jul 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 106,956 | 3,186 | 0.28% | 0.23% | 12 | +32,166 | 43.01% | Q2 2026 | Jul 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 104,465 | 3,112 | 1.17% | 1.24% | 13 | +936 | 0.9% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 94,370 | 2,811 | 0.06% | 0.08% | 14 | -16,994 | -15.26% | Q2 2026 | Aug 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 85,893 | 2,558 | 0.69% | 0.71% | 15 | +6,094 | 7.64% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 84,172 | 2,507 | 0.0% | — | 16 | +84,172 | New | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | Added to | 80,187 | 2,388 | 1.1% | 1.36% | 17 | +9,765 | 13.87% | Q2 2026 | Aug 17, 2026 |
| Brown Financial Advisors | History | New | 56,984 | 1,697 | 0.59% | — | 18 | +56,984 | New | Q2 2026 | Aug 26, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 54,267 | 1,616 | 1.03% | 1.02% | 19 | +2,350 | 4.53% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 48,463 | 1,444 | 0.0% | — | 20 | +48,463 | New | Q2 2026 | Aug 05, 2026 |
| Paladin Wealth, LLC | History | New | 44,227 | 1,317 | 0.77% | — | 21 | +44,227 | New | Q2 2026 | Jul 09, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 43,783 | 1,304 | 0.74% | 0.75% | 22 | +2,861 | 6.99% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 43,066 | 1,282 | 0.19% | 0.29% | 23 | -12,939 | -23.1% | Q2 2026 | Jul 29, 2026 |
| Networth Advisors, LLC | History | Added to | 31,692 | 944 | 0.55% | 0.62% | 24 | +1,603 | 5.33% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 28,372 | 845 | 0.01% | 0.01% | 25 | -9,010 | -24.1% | Q2 2026 | Jul 27, 2026 |
| Mattson Financial Services, LLC | History | New | 28,533 | 835 | 0.17% | — | 26 | +28,533 | New | Q2 2026 | Aug 04, 2026 |
| WealthCare Asset Management, LLC | History | Added to | 26,680 | 794 | 0.33% | 0.41% | 27 | +13,525 | 102.81% | Q2 2026 | Jul 30, 2026 |
| Mosley Wealth Management | History | New | 22,263 | 663 | 0.21% | — | 28 | +22,263 | New | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,361 | 636 | 0.0% | — | 29 | +21,361 | New | Q2 2026 | Sep 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 20,908 | 622 | 0.02% | 0.02% | 30 | +1,656 | 8.6% | Q2 2026 | Jul 31, 2026 |
| Maridea Wealth Management LLC | History | New | 20,799 | 619 | 0.07% | — | 31 | +20,799 | New | Q2 2026 | Aug 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 16,446 | 489 | 0.19% | — | 32 | +16,446 | New | Q2 2026 | Aug 07, 2026 |
| Altiora Financial Group, LLC | History | Added to | 15,251 | 454 | 0.07% | 0.06% | 33 | +2,174 | 16.62% | Q2 2026 | Aug 07, 2026 |
| Summit Global Investments | History | Added to | 14,936 | 445 | 0.02% | 0.02% | 34 | +3,982 | 36.35% | Q2 2026 | Aug 03, 2026 |
| Sowell Financial Services LLC | History | New | 13,075 | 389 | 0.01% | — | 35 | +13,075 | New | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | New | 10,792 | 321 | 0.0% | — | 36 | +10,792 | New | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 8,905 | 265 | 0.02% | 0.01% | 37 | +6,358 | 249.63% | Q2 2026 | Jul 21, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 8,926 | 265 | 0.09% | 0.12% | 38 | -25 | -0.28% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,831 | 263 | 0.0% | 0.0% | 39 | +1,016 | 13.0% | Q2 2026 | Jul 28, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 4,782 | 142 | 0.06% | — | 40 | +4,782 | New | Q2 2026 | Aug 07, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 2,571 | 76 | 0.09% | 0.22% | 41 | -3,633 | -58.56% | Q2 2026 | Jul 30, 2026 |
| Buck Wealth Strategies, LLC | History | New | 990 | 29 | 0.0% | — | 42 | +990 | New | Q2 2026 | Jul 30, 2026 |
| Montgomery Financial Services LLC | History | New | 968 | 28 | 0.02% | — | 43 | +968 | New | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 500 | 14 | 0.0% | — | 44 | +500 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 185 | 5 | 0.0% | — | 45 | +185 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 180 | 5 | 0.0% | — | 46 | +180 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,892 | -100.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q2 2026 | Jul 20, 2026 |