Simplify Bitcoin STRT ETF-UiMAXIETF
13F holders, Q2 2025 (June 30)11holders −3
4new positions
7sold out
$30.04avg. 13F price*
At the end of Q2 2025, 11 institutions reported holding Simplify Bitcoin STRT ETF-Ui (MAXI) in their 13F filings, down 3 from Q1 2025. 4 opened new positions and 7 sold out. The largest holders were Cambridge Advisors Inc. ($587K), Mid-American Wealth Advisory Group, Inc. ($310K) and Orion Porfolio Solutions, LLC ($287K).
- Company
- Simplify Bitcoin STRT ETF-Ui
- CUSIP
- 82889N673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $660K |
| Exits | 7 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 22,617 shares bought and 126,073 shares sold, net −103,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Cambridge Advisors Inc. | 0.12% | Add +3.1% | 19,524 | $587K |
| Mid-American Wealth Advisory Group, Inc. | 0.15% | New | 10,303 | $310K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 9,540 | $287K |
| Osaic Holdings, Inc. | 0.00% | New | 1,902 | $57K |
| Luminist Capital LLC | 0.02% | Add +3.3% | 841 | $25K |
| Parallel Advisors, LLC | 0.00% | New | 221 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 138 | $4K |
| Simplex Trading, LLC | 0.00% | Add +37.6% | 139 | $4K |
| Cwm, LLC | 0.00% | Add +4.1% | 126 | $4K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $56 |
| 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.