Simplify Bitcoin STRT ETF-UiMAXIETF
13F holders, Q2 2026 (June 30)12holders −5
1new positions
5sold out
$8.29avg. 13F price*
At the end of Q2 2026, 12 institutions reported holding Simplify Bitcoin STRT ETF-Ui (MAXI) in their 13F filings, down 5 from Q1 2026. 1 opened new positions and 5 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($1.2M), Mid-American Wealth Advisory Group, Inc. ($609K) and Old Mission Capital LLC ($429K).
- Company
- Simplify Bitcoin STRT ETF-Ui
- CUSIP
- 82889N673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25 |
| Exits | 5 | $675K |
All 13F filers, Q1 2026 → Q2 2026: 76,481 shares bought and 77,611 shares sold, net −1,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Authentikos Wealth Advisory, LLC | 0.74% | Add +12.8% | 139,149 | $1.2M |
| Mid-American Wealth Advisory Group, Inc. | 0.22% | Add +315.0% | 73,431 | $609K |
| Old Mission Capital LLC | 0.01% | Add +2.1% | 51,720 | $429K |
| Marshall Financial Group, LLC | 0.06% | Reduce -0.4% | 47,251 | $392K |
| Cambridge Advisors Inc. | 0.05% | Add +2.7% | 33,604 | $279K |
| Luminist Capital LLC | 0.06% | Add +87.3% | 6,413 | $53K |
| Mather Group, Llc. | 0.00% | Reduce -50.4% | 3,536 | $29K |
| Morgan Stanley | 0.00% | Add +0.7% | 450 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 6 | $51 |
| Cape Investment Advisory, Inc. | 0.00% | New | 3 | $25 |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.9% | 2 | $17 |
| Royal Bank of Canada | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is MAXI's weight in each manager's 13F, not the share of Simplify Bitcoin STRT ETF-Ui the manager owns.