Simplify Bitcoin STRT ETF-UiMAXIETF
13F holders, Q4 2025 (December 31)15holders −1
3new positions
3sold out
1famous investor
$14.50avg. 13F price*
At the end of Q4 2025, 15 institutions reported holding Simplify Bitcoin STRT ETF-Ui (MAXI) in their 13F filings, down 1 from Q3 2025. 3 opened new positions and 3 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($1.2M), Cambridge Advisors Inc. ($449K) and Wealth Enhancement Advisory Services, LLC ($384K). 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 3 | $881K |
All 13F filers, Q3 2025 → Q4 2025: 108,940 shares bought and 33,925 shares sold, net +75,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Authentikos Wealth Advisory, LLC | 0.77% | New | 81,050 | $1.2M |
| Cambridge Advisors Inc. | 0.09% | Add +46.4% | 31,402 | $449K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.4% | 24,403 | $384K |
| Mid-American Wealth Advisory Group, Inc. | 0.11% | Add +32.5% | 17,693 | $253K |
| Citadel Advisors | 0.00% | New | 10,620 | $152K |
| Osaic Holdings, Inc. | 0.00% | Add +10.6% | 2,548 | $36K |
| Luminist Capital LLC | 0.04% | Add +73.9% | 2,530 | $36K |
| MAI Capital Management | 0.00% | New | 950 | $14K |
| Caitlin John, LLC | 0.00% | Add +88.3% | 516 | $7K |
| Morgan Stanley | 0.00% | Add +22400.0% | 450 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 184 | $3K |
| Cwm, LLC | 0.00% | Add +14.4% | 159 | $2K |
| AE Wealth Management LLC | 0.00% | Add +20.0% | 6 | $84 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 3 | $43 |
| 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.