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 17 institutions that hold shares in the stock, with a total of 105,927 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 |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
58,033
shares
|
$0
0.67% of portfolio
|
Q4 2024
Added 186.98%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
14,763
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,708
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 39.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,752
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,133
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
3,808
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
743
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 105.25%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
634
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
122
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 50.82%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
120
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.81%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
66
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 26.92%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
10
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|