Simplify Bitcoin STRT ETF-UiMAXIETF
13F holders, Q2 2024 (June 30)8holders +2
3new positions
1sold out
$25.14avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Simplify Bitcoin STRT ETF-Ui (MAXI) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Cambridge Advisors Inc. ($279K), Orion Porfolio Solutions, LLC ($215K) and Orion Portfolio Solutions, LLC ($215K).
- Company
- Simplify Bitcoin STRT ETF-Ui
- CUSIP
- 82889N673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $440K |
| Exits | 1 | $2.2M |
All 13F filers, Q1 2024 → Q2 2024: 17,889 shares bought and 73,013 shares sold, net −55,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Cambridge Advisors Inc. | 0.06% | Add +3.9% | 11,074 | $279K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,540 | $215K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 8,540 | $215K |
| Osaic Holdings, Inc. | 0.00% | New | 389 | $10K |
| Simplex Trading, LLC | 0.00% | Reduce -43.2% | 92 | $2K |
| Caitlin John, LLC | 0.00% | Add +1.7% | 61 | $2K |
| Morgan Stanley | 0.00% | No change | 2 | $63 |
| 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.