Simplify Bitcoin STRT ETF-UiMAXIETF

13F holders, Q4 2024 (December 31)
16holders +7
6new positions
0sold out
$26.73avg. 13F price*

At the end of Q4 2024, 16 institutions reported holding Simplify Bitcoin STRT ETF-Ui (MAXI) in their 13F filings, up 7 from Q3 2024. 6 opened new positions and 0 sold out. The largest holders were Napa Wealth Management ($1.6M), Cambridge Advisors Inc. ($395K) and Jane Street Group, LLC ($286K).

Company
Simplify Bitcoin STRT ETF-Ui
CUSIP
82889N673
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 6Q1 2024Q2 2024: 8Q2 2024Q3 2024: 9Q3 2024Q4 2024: 16Q4 2024Q1 2025: 14Q1 2025Q2 2025: 11Q2 2025Q3 2025: 16Q3 2025Q4 2025: 15Q4 2025Q1 2026: 17Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$782K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 69,624 shares bought and 6,881 shares sold, net +62,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Napa Wealth Management 0.67% Add +187.0% 58,033 $1.6M
Cambridge Advisors Inc. 0.09% Add +16.6% 14,763 $395K
Jane Street Group, LLC 0.00% Reduce -39.1% 10,708 $286K
MML Investors Services, LLC 0.00% New 8,752 $234K
Orion Porfolio Solutions, LLC 0.00% New 8,133 $217K
Orion Portfolio Solutions, LLC 0.00% New 8,133 $217K
Belvedere Trading LLC 0.01% New 3,808 $102K
Osaic Holdings, Inc. 0.00% Add +105.3% 743 $20K
Luminist Capital LLC 0.03% — 634 $17K
Group One Trading LLC 0.00% New 412 $11K
Caitlin John, LLC 0.00% Add +28.4% 122 $3K
Cwm, LLC 0.00% Add +18.8% 120 $3K
ORG Partners LLC 0.00% Add +26.9% 66 $2K
WR Wealth Planners, LLC 0.00% New 34 $909
Morgan Stanley 0.00% Reduce -50.0% 1 $33
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.