Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CURRENCY STRATEG
-
Total 13F shares
-
1,536,586
-
Share change
-
+603,303
-
Total reported value
-
$41,810,879
-
Price per share
-
$27.21
-
Number of holders
-
22
-
Value change
-
+$16,294,767
-
Number of buys
-
17
-
Number of sells
-
3
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - CURRENCY STRATEG (FOXY) as of Q4 2025
As of 31 Dec 2025,
SIMPLIFY EXCHANGE TRADED FUN - CURRENCY STRATEG (FOXY) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,536,586 shares.
The largest 10 holders included
AE Wealth Management LLC, BNP PARIBAS FINANCIAL MARKETS, POM Investment Strategies, LLC, CITIGROUP INC, Key Capital Management, INC, Park Edge Advisors, LLC, HOWARD BAILEY SECURITIES, LLC, Beacon Capital Management, LLC, B.O.S.S. Retirement Advisors, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.