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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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FOXY — Fundamentals, Valuation & Ownership | QW Research

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Simplify Currency Strategy ETF (FOXY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 25 funds hold it

Ownership Change

—

vs last quarter

Crowding

77ᵗʰ pctl

more crowded than 77% of tracked stocks

Institutional Value

$77.8M

total position value across all 13F filers

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Institutional Holders

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No collected fundamentals to build a valuation model.

Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio7x

59th percentile

28 buying4 selling

+10

New

-1

Closed

+1.5M

Net shares

Ownership Concentration

Top 5: 61.3%Top 10: 85.7%

AE Wealth Management19.2%

BNP PARIBAS FINANCIAL MARKETS16.0%

BANK OF AMERICA10.3%

Elevated Capital Advisors,9.1%

Others (20)38.7%

Institutional Trends (5 Quarters)

No trend data available for this metric.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.08%Avg weight: 0.61%Max: 2.62%High conviction (>1%): 2

AE Wealth Management

BNP PARIBAS FINANCIAL MARKETS

BANK OF AMERICA

Elevated Capital Advisors,

PRINCIPAL SECURITIES,

Key Capital Management,

Encompass More Asset Management

Park Edge Advisors,

CreativeOne Wealth,

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

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Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio7x

59th percentile

28 buying4 selling

+10

New

-1

Closed

+1.5M

Net shares

Ownership Concentration

Top 5: 61.3%Top 10: 85.7%

AE Wealth Management19.2%

BNP PARIBAS FINANCIAL MARKETS16.0%

BANK OF AMERICA10.3%

Elevated Capital Advisors,9.1%

Others (20)38.7%

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)