DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (FOXY)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
46
Reporting holders
$145.7M
Reported value
0.0%
Calls
0.0%
Puts
+15
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $35.4M | 1,186,803 | 0.49% | new | NEW |
| AE Wealth Management LLC | $16.4M | 551,834 | 0.08% | 3q | +7.8%+$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | $12.7M | 427,035 | 0.00% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $9.4M | 314,840 | 0.00% | 6q | +14.1%+$1.2M |
| Elevated Capital Advisors, LLC | $8.1M | 273,420 | 2.24% | 2q | +12.1%+$878.5K |
| PRINCIPAL SECURITIES, INC. | $6.4M | 213,835 | 0.08% | 2q | +46.3%+$2.0M |
| CITIGROUP INC | $5.3M | 177,600 | 0.00% | 5q | HELD |
| Encompass More Asset Management | $5.2M | 174,857 | 0.76% | 6q | +34.5%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $4.4M | 147,884 | 0.00% | 2q | +91.5%+$2.1M |
| Key Capital Management, INC | $4.4M | 147,315 | 2.26% | 3q | +8.8%+$353.4K |
| Park Edge Advisors, LLC | $3.6M | 120,373 | 0.76% | 4q | -6.2%-$237.9K |
| Pekin Hardy Strauss, Inc. | $3.2M | 106,956 | 0.28% | 4q | +43.0%+$958.2K |
| HOWARD BAILEY SECURITIES, LLC | $3.1M | 104,465 | 1.17% | 3q | +0.9%+$27.9K |
| CreativeOne Wealth, LLC | $2.8M | 94,370 | 0.06% | 5q | -15.3%-$506.3K |
| B.O.S.S. Retirement Advisors, LLC | $2.6M | 85,893 | 0.69% | 3q | +7.6%+$181.5K |
| JANE STREET GROUP, LLC | $2.5M | 84,172 | 0.00% | new | NEW |
| FSA Advisors, Inc. | $2.4M | 80,187 | 1.10% | 3q | +13.9%+$290.9K |
| Brown Financial Advisors | $1.7M | 56,984 | 0.59% | new | NEW |
| Authentikos Wealth Advisory, LLC | $1.6M | 54,267 | 1.03% | 3q | +4.5%+$70.0K |
| Janney Montgomery Scott LLC | $1.4M | 48,463 | 0.00% | new | NEW |
| Paladin Wealth, LLC | $1.3M | 44,227 | 0.77% | new | NEW |
| Blackston Financial Advisory Group, LLC | $1.3M | 43,783 | 0.74% | 3q | +7.0%+$85.2K |
| Beacon Capital Management, LLC | $1.3M | 43,066 | 0.19% | 3q | -23.1%-$385.5K |
| Networth Advisors, LLC | $944.1K | 31,692 | 0.55% | 3q | +5.3%+$47.8K |
| MATHER GROUP, LLC. | $845.2K | 28,372 | 0.01% | 2q | -24.1%-$268.4K |
| Mattson Financial Services, LLC | $835.4K | 28,533 | 0.17% | new | NEW |
| WealthCare Asset Management, LLC | $794.8K | 26,680 | 0.33% | 2q | +102.8%+$402.9K |
| Mosley Wealth Management | $663.2K | 22,263 | 0.21% | new | NEW |
| CITADEL ADVISORS LLC | $636.3K | 21,361 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $622.9K | 20,908 | 0.02% | 2q | +8.6%+$49.3K |
| Maridea Wealth Management LLC | $619.6K | 20,799 | 0.07% | new | NEW |
| Lloyd Advisory Services, LLC. | $489.9K | 16,446 | 0.19% | new | NEW |
| Altiora Financial Group, LLC | $454.3K | 15,251 | 0.07% | 2q | +16.6%+$64.8K |
| Summit Global Investments | $445.0K | 14,936 | 0.02% | 2q | +36.4%+$118.6K |
| Sowell Financial Services LLC | $389.5K | 13,075 | 0.01% | new | NEW |
| &PARTNERS | $321.5K | 10,792 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $265.9K | 8,926 | 0.09% | 3q | HELD |
| LANARK FINANCIAL, INC. | $265.3K | 8,905 | 0.02% | 2q | +249.6%+$189.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $263.1K | 8,831 | 0.00% | 3q | +13.0%+$30.3K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $142.4K | 4,782 | 0.06% | new | NEW |
| POM Investment Strategies, LLC | $76.6K | 2,571 | 0.09% | 3q | -58.6%-$108.2K |
| Buck Wealth Strategies, LLC | $29.5K | 990 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $28.8K | 968 | 0.03% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $14.9K | 500 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $5.5K | 185 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $5.4K | 180 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $64.3M | 2,406,212 | 4 | 7 | 6 | 0.0% |
| Q2 2026 | 46 | $145.7M | 4,890,575 | 17 | 20 | 5 | 0.0% |
| Q1 2026 | 31 | $88.1M | 3,011,817 | 10 | 18 | 3 | 0.0% |
| Q4 2025 | 22 | $41.8M | 1,536,586 | 12 | 5 | 1 | 0.0% |
| Q3 2025 | 10 | $19.6M | 710,668 | 3 | 4 | 1 | 0.0% |
| Q2 2025 | 7 | $10.8M | 414,197 | 4 | 1 | 1 | 0.0% |
| Q1 2025 | 6 | $15.8M | 582,741 | 6 | 0 | 0 | 0.0% |