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FOXY — SIMPLIFY EXCHANGE TRADED FUN

Reported value held$15.31M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)3
Institutional value$15.31M · 513.80K sh
New / Add / Cut / Exit1 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +13.3% (+60.20K sh)
Institutional value change Up +15.4%

As of Q2 2026, 3 SEC-registered investment managers reported holding FOXY (SIMPLIFY EXCHANGE TRADED FUN) in their latest 13F filings, with a combined reported value of $15.31M across 513.80K shares. That is +13.3% by share count (+60.20K shares) versus the previous quarter, while reported value moved +15.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 314.84K $9.38M 0.00% Add
Citigroup Inc history Q2 2026 177.60K $5.29M 0.00% Hold
Citadel Advisors history Q2 2026 21.36K $636.34K 0.00% New
UBS Group AG history Q1 2025 270 $7.31K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp 50.00K 50.00K 51.00K 51.00K 276.00K 314.84K
Citigroup Inc — 28.60K 28.60K 97.60K 177.60K 177.60K
Citadel Advisors — — — — — 21.36K
UBS Group AG 270 — — — — —

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