Simplify Bitcoin STRT ETF-UiMAXIETF
13F holders, Q3 2025 (September 30)16holders +5
5new positions
0sold out
$28.48avg. 13F price*
At the end of Q3 2025, 16 institutions reported holding Simplify Bitcoin STRT ETF-Ui (MAXI) in their 13F filings, up 5 from Q2 2025. 5 opened new positions and 0 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($810K), Summit Financial, LLC ($612K) and Cambridge Advisors Inc. ($596K).
- Company
- Simplify Bitcoin STRT ETF-Ui
- CUSIP
- 82889N673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 63,318 shares bought and 309 shares sold, net +63,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 26,637 | $810K |
| Summit Financial, LLC | 0.01% | New | 22,031 | $612K |
| Cambridge Advisors Inc. | 0.12% | Add +9.9% | 21,454 | $596K |
| Mid-American Wealth Advisory Group, Inc. | 0.17% | Add +29.6% | 13,352 | $371K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.2% | 9,658 | $268K |
| Napa Wealth Management | 0.11% | New | 8,245 | $229K |
| Osaic Holdings, Inc. | 0.00% | Add +21.1% | 2,303 | $64K |
| Luminist Capital LLC | 0.04% | Add +73.0% | 1,455 | $42K |
| Caitlin John, LLC | 0.01% | New | 274 | $8K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.7% | 184 | $5K |
| Cwm, LLC | 0.00% | Add +10.3% | 139 | $4K |
| AE Wealth Management LLC | 0.00% | New | 5 | $144 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -97.8% | 3 | $83 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $74 |
| Royal Bank of Canada | 0.00% | No change | 10 | $0 |
| Simplex Trading, LLC | 0.00% | Reduce -98.6% | 2 | $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.