Institutional Ownership Simplify Exc Traded Fds Bitcoi (MAXI)
This table provides information about the institutional ownership of Simplify Exc Traded Fds Bitcoi (MAXI). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 42,779 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
19,524
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
10,303
shares
|
$0
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
9,540
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,902
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
841
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
221
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
139
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
138
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
126
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|