Simplify Bitcoin Strategy PLUS Income ETF (MAXI) Institutional Ownership $33.01 +0.74 (+2.29%) As of 12:12 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOptions ChainOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify Bitcoin Strategy PLUS Income ETF (NASDAQ:MAXI)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$3.01MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$183.90K Get MAXI Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Bitcoin Strategy PLUS Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MAXI Institutional Buying and Selling by Quarter Simplify Bitcoin Strategy PLUS Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/30/2025 Mid American Wealth Advisory Group Inc.10,303$310K0.1%N/A0.640% 7/16/2025 Cambridge Advisors Inc.19,524$587K0.1%+3.1%1.176% 5/15/2025OLD Mission Capital LLC13,791$276K0.0%N/A0.779% 5/14/2025Napa Wealth Management66,388$1.33M0.7%+14.4%3.751% 4/24/2025 Cambridge Advisors Inc.18,943$379K0.1%+28.3%0.997% 2/17/2025Napa Wealth Management58,033$1.55M0.7%+187.0%2.480% 2/14/2025Jane Street Group LLC10,708$286K0.0%-39.1%0.458% 2/12/2025Orion Portfolio Solutions LLC8,133$217K0.0%N/A0.348% 1/16/2025 Cambridge Advisors Inc.14,763$395K0.1%+16.6%0.653% 11/15/2024Jane Street Group LLC17,588$389K0.0%N/A1.478% 11/7/2024Napa Wealth Management20,222$447K0.2%N/A1.699% 10/23/2024 Cambridge Advisors Inc.12,663$280K0.1%+14.3%1.183% 7/11/2024 Cambridge Advisors Inc.11,074$279K0.1%+3.9%1.477% 4/16/2024 Cambridge Advisors Inc.10,655$329K0.1%+4.2%1.567% 1/17/2024 Cambridge Advisors Inc.10,230$196K0.0%N/A0.581% 8/4/2023 Ovata Capital Management Ltd1,250,000$22.61M29.8%N/A88.652% 2/7/2023 Ovata Capital Management Ltd400,000$4.16M1.4%N/A31.746% (Data available from 1/1/2016 forward) MAXI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MAXI shares? During the previous two years, the following institutional investors and hedge funds held shares of Simplify Bitcoin Strategy PLUS Income ETF shares: Napa Wealth Management ($1.33M), Cambridge Advisors Inc. ($587K), Mid American Wealth Advisory Group Inc. ($310K), Jane Street Group LLC ($286K), and OLD Mission Capital LLC ($276K), Orion Portfolio Solutions LLC ($217K).Learn more on Simplify Bitcoin Strategy PLUS Income ETF's institutional investors. Which institutional investors have been buying Simplify Bitcoin Strategy PLUS Income ETF's stock? The following institutional investors have purchased Simplify Bitcoin Strategy PLUS Income ETF's stock in the last 24 months: Napa Wealth Management ($66.39K), Cambridge Advisors Inc. ($19.52K), Jane Street Group LLC ($17.59K), OLD Mission Capital LLC ($13.79K), Mid American Wealth Advisory Group Inc. ($10.30K), and Orion Portfolio Solutions LLC ($8.13K). How much institutional buying is happening at Simplify Bitcoin Strategy PLUS Income ETF? Institutional investors have bought a total of 124,653 shares in the last 24 months. This purchase volume represents approximately $3.01M in transactions. Which of Simplify Bitcoin Strategy PLUS Income ETF's major shareholders have been selling company stock? The following institutional investors have sold Simplify Bitcoin Strategy PLUS Income ETF stock in the last 24 months: Jane Street Group LLC ($6.88K). How much institutional selling is happening at Simplify Bitcoin Strategy PLUS Income ETF? Institutional investors have sold a total of 6,880 shares in the last 24 months. This volume of shares sold represents approximately $183.90K in transactions. 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