Simplify Bitcoin STRT ETF-UiMAXIETF

13F holders, Q1 2025 (March 31)
14holders −2
8new positions
9sold out
1famous investor
$20.03avg. 13F price*

At the end of Q1 2025, 14 institutions reported holding Simplify Bitcoin STRT ETF-Ui (MAXI) in their 13F filings, down 2 from Q4 2024. 8 opened new positions and 9 sold out. The largest holders were Napa Wealth Management ($1.3M), Susquehanna International Group, LLP ($681K) and Cambridge Advisors Inc. ($379K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$1.2M
Exits9$1.1M

All 13F filers, Q4 2024 → Q1 2025: 72,640 shares bought and 40,877 shares sold, net +31,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Napa Wealth Management 0.75% Add +14.4% 66,388 $1.3M
Susquehanna International Group, LLP 0.00% New 33,979 $681K
Cambridge Advisors Inc. 0.08% Add +28.3% 18,943 $379K
Old Mission Capital LLC 0.01% New 13,791 $276K
Citadel Advisors 0.00% New 10,614 $213K
AlphaCore Capital LLC 0.00% New 900 $18K
Luminist Capital LLC 0.02% Add +28.4% 814 $17K
Sound Income Strategies, LLC 0.00% New 300 $6K
Cape Investment Advisory, Inc. 0.00% New 138 $3K
Tower Research Capital LLC (TRC) 0.00% New 100 $2K
Simplex Trading, LLC 0.00% New 101 $2K
Cwm, LLC 0.00% Add +0.8% 121 $2K
Morgan Stanley 0.00% Add +100.0% 2 $42
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.