Public ownership evidence

Simplify Currency Strategy ETF (FOXY) Ownership Disclosures

Read FOXY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Simplify Currency Strategy ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Brown Financial Advisors
Report period
2026-06-30
Available
2026-08-27
Reported shares
56,984
Value (USD)
$1,697,553
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002035548-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FOXY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FOXY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Brown Financial Advisors2026-06-302026-08-2756,984$1,697,553None
FSA Advisors, Inc.2026-06-302026-08-1880,187$2,388,767None
Authentikos Wealth Advisory, LLC2026-06-302026-08-1554,267$1,616,625None
Blackston Financial Advisory Group, LLC2026-06-302026-08-1543,783$1,304,307None
JANE STREET GROUP, LLC2026-06-302026-08-1584,172$2,507,484None
&PARTNERS2026-06-302026-08-1510,792$321,489None
CITADEL ADVISORS LLC2026-06-302026-08-1521,361$636,344None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15314,840$9,379,084None
FSA Advisors, Inc.2026-06-302026-08-1480,187$2,388,767None
CreativeOne Wealth, LLC2026-06-302026-08-1492,509$2,755,858None
CreativeOne Wealth, LLC2026-06-302026-08-141,861$55,439None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14500$14,895None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-14427,035$12,721,373None
Montgomery Financial Services LLC2026-06-302026-08-13968$28,837None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13185$5,511None
HOWARD BAILEY SECURITIES, LLC2026-06-302026-08-11104,465$3,112,025None
Altiora Financial Group, LLC2026-06-302026-08-1115,251$454,337None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-084,782$142,448None
Lloyd Advisory Services, LLC.2026-06-302026-08-0816,446$489,937None
Maridea Wealth Management LLC2026-06-302026-08-0720,799$619,590None
Global Retirement Partners, LLC2026-06-302026-08-07180$5,362None
Janney Montgomery Scott LLC2026-06-302026-08-0648,463$1,444,000None
Mattson Financial Services, LLC2026-06-302026-08-0528,533$835,446None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-05213,835$6,370,132None
Elevated Capital Advisors, LLC2026-06-302026-08-04273,420$8,145,189None
Summit Global Investments2026-06-302026-08-0414,936$445,000None
AE Wealth Management LLC2026-06-302026-08-049$258None
AE Wealth Management LLC2026-06-302026-08-042,637$78,556None
AE Wealth Management LLC2026-06-302026-08-042,790$83,114None
AE Wealth Management LLC2026-06-302026-08-04342$10,188None
AE Wealth Management LLC2026-06-302026-08-04269$8,014None
AE Wealth Management LLC2026-06-302026-08-041,762$52,490None
AE Wealth Management LLC2026-06-302026-08-04544,025$16,206,513None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04147,884$4,405,454None
CITIGROUP INC2026-06-302026-08-04177,600$5,290,704None
POM Investment Strategies, LLC2026-06-302026-08-012,571$76,590None
Belpointe Asset Management LLC2026-06-302026-08-0120,908$622,863None
WealthCare Asset Management, LLC2026-06-302026-07-3113,340$397,406None
WealthCare Asset Management, LLC2026-06-302026-07-3113,340$397,406None
Buck Wealth Strategies, LLC2026-06-302026-07-31990$29,492None
Pekin Hardy Strauss, Inc.2026-06-302026-07-31106,956$3,186,219None
Beacon Capital Management, LLC2026-06-302026-07-3043,066$1,282,928None
Key Capital Management, INC2026-06-302026-07-29147,315$4,388,514None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-298,831$263,077None
MATHER GROUP, LLC.2026-06-302026-07-2828,372$845,202None
Mosley Wealth Management2026-06-302026-07-2422,263$663,201None
Networth Advisors, LLC2026-06-302026-07-2331,692$944,113None
LANARK FINANCIAL, INC.2026-06-302026-07-228,905$265,279None
B.O.S.S. Retirement Advisors, LLC2026-06-302026-07-2185,893$2,558,751None
Sowell Financial Services LLC2026-06-302026-07-2113,075$389,508None

90-day public filing window, up to 50 source positions.

Brown Financial Advisors ↗FSA Advisors, Inc. ↗Authentikos Wealth Advisory, LLC ↗Blackston Financial Advisory Group, LLC ↗JANE STREET GROUP, LLC ↗&PARTNERS ↗CITADEL ADVISORS LLC ↗BANK OF AMERICA CORP /DE/ ↗FSA Advisors, Inc. ↗CreativeOne Wealth, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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