FOXY Hedge Fund Ownership (Q2 2026)

Simplify Exchange Traded Fun (FOXY)

45 + Investors. Track Smart Money conviction in FOXY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FOXY

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q

For 5 consecutive quarters, more hedge funds added FOXY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

46 hedge funds hold FOXY right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +557% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+557% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 81% buying

39 buying9 selling

Last quarter: 39 funds were net buyers (18 opened a brand new position + 21 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new FOXY position: 3 → 14 → 10 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 83% entered in last year

■ 0% conviction (2yr+) ■ 17% medium ■ 83% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

4 → 3 → 14 → 10 → 18 new funds/Q

New funds entering each quarter: 3 → 14 → 10 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 93% of holders entered in last year

■ 0% veterans ■ 7% 1-2yr ■ 93% new

Of 46 current holders: 43 (93%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

5 of 46 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.1

out of 10

High Exit Risk

Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	45	31	45.16%
13F Shares	5M	3M	60.49%
Total Value	$142M	$88M	61.94%
New Positions	17	10	+7
Increased Positions	21	18	+3
Closed Positions	3	1	+2
Reduced Positions	6	3	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

45.16%

13F Shares

60.49%

Total Value

$142M

$88M

61.94%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FOXY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FOXY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Key Capital Management, INC	2.26%	147,315	$4.4M
2	Elevated Capital Advisors, LLC	2.24%	273,420	$8.1M
3	Howard Bailey Securities, LLC	1.17%	104,465	$3.1M
4	FSA Advisors, Inc.	1.10%	80,187	$2.4M
5	Authentikos Wealth Advisory, LLC	1.03%	54,267	$1.6M
6	Paladin Wealth, LLC	0.77%	44,227	$1.3M
7	Encompass More Asset Management	0.76%	174,857	$5.2M
8	Park Edge Advisors, LLC	0.76%	120,373	$3.6M
9	Blackston Financial Advisory Group, LLC	0.74%	43,783	$1.3M
10	B.O.S.S. Retirement Advisors, LLC	0.69%	85,893	$2.6M
11	Brown Financial Advisors	0.59%	56,984	$1.7M
12	Networth Advisors, LLC	0.55%	31,692	$944K
13	Gradient Investments LLC	0.49%	1,186,803	$35.4M
14	WealthCare Asset Management, LLC	0.33%	26,680	$795K
15	Pekin Hardy Strauss, Inc.	0.28%	106,956	$3.2M
16	Mosley Wealth Management	0.21%	22,263	$663K
17	Lloyd Advisory Services, LLC.	0.19%	16,446	$490K
18	Beacon Capital Management, LLC	0.19%	43,066	$1.3M
19	Mattson Financial Services, LLC	0.17%	28,533	$835K
20	Decker Retirement Planning Inc.	0.09%	8,926	$266K
21	POM Investment Strategies, LLC	0.09%	2,571	$77K
22	Principal Securities, INC.	0.08%	213,835	$6.4M
23	AE Wealth Management LLC	0.08%	551,834	$16.4M
24	Altiora Financial Group, LLC	0.07%	15,251	$454K
25	Maridea Wealth Management LLC	0.07%	20,799	$620K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (FOXY)

What does the Smart Money Trend signal show for FOXY?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added FOXY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FOXY?

More buyers than sellers — 81% buying: Last quarter: 39 funds were net buyers (18 opened a brand new position + 21 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FOXY holders?

Strong quality — 23% AUM from major funds: 5 of 46 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FOXY?

Mostly new holders — 83% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Simplify Exchange Traded Fun (FOXY)

Smart Money Signals — FOXY

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +557% more funds vs a year ago

More buyers than sellers — 81% buying

More new buyers each quarter (+8 vs last Q)

Mostly new holders — 83% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 93% of holders entered in last year

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — FOXY

Hedge Fund Ownership: FOXY

Market Analysis: FOXY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FOXY

Hedge Fund Positioning: FOXY

Statistics: FOXY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Simplify Exchange Traded Fun (FOXY)

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