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 18 institutions that hold shares in the stock, with a total of 105,788 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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
26,637
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
22,031
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
21,454
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
13,352
shares
|
$0
0.17% of portfolio
|
Q3 2025
Added 29.59%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
9,658
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
8,245
shares
|
$0
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,303
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
1,455
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 73.01%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
274
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
184
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
139
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
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 |
Nov 14, 2025 Q3 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 97.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 98.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|