Simplify Bitcoin STRT ETF-UiMAXIETF

13F holders, Q1 2026 (March 31)
17holders +2
6new positions
4sold out
$9.77avg. 13F price*

At the end of Q1 2026, 17 institutions reported holding Simplify Bitcoin STRT ETF-Ui (MAXI) in their 13F filings, up 2 from Q4 2025. 6 opened new positions and 4 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($1.2M), Jane Street Group, LLC ($507K) and Old Mission Capital LLC ($483K).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions6$1.7M
Exits4$539K

All 13F filers, Q4 2025 → Q1 2026: 220,062 shares bought and 35,720 shares sold, net +184,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Authentikos Wealth Advisory, LLC 0.79% Add +52.2% 123,330 $1.2M
Jane Street Group, LLC 0.00% New 53,157 $507K
Old Mission Capital LLC 0.01% New 50,664 $483K
Marshall Financial Group, LLC 0.07% New 47,431 $452K
Cambridge Advisors Inc. 0.06% Add +4.2% 32,732 $312K
Mid-American Wealth Advisory Group, Inc. 0.11% No change 17,693 $253K
Simplex Trading, LLC 0.00% New 15,728 $150K
Mather Group, Llc. 0.00% New 7,132 $68K
Luminist Capital LLC 0.04% Add +35.3% 3,423 $33K
Osaic Holdings, Inc. 0.00% Add +17.5% 2,993 $29K
Sound Income Strategies, LLC 0.00% New 1,000 $10K
MAI Capital Management 0.00% No change 950 $9K
Morgan Stanley 0.00% Reduce -0.7% 447 $4K
Cwm, LLC 0.00% Add +1.3% 161 $2K
Caitlin John, LLC 0.00% Reduce -98.3% 9 $86
AE Wealth Management LLC 0.00% No change 6 $57
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.