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Simplify Bitcoin Strategy PLUS Income ETF (MAXI) Institutional Ownership

Simplify Bitcoin Strategy PLUS Income ETF logo
$12.11 +0.48 (+4.13%)
As of 02:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Bitcoin Strategy PLUS Income ETF (NASDAQ:MAXI)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$3.49M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$31.95K
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MAXI Institutional Buying and Selling by Quarter

Simplify Bitcoin Strategy PLUS Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2026 Cambridge Advisors Inc.32,732$312K0.1%+4.2%1.091%
2/6/2026 Authentikos Wealth Advisory LLC81,050$1.16M0.8%N/A2.615%
1/23/2026 Mid American Wealth Advisory Group Inc.17,693$253K0.1%+32.5%0.571%
1/21/2026 Cambridge Advisors Inc.31,402$449K0.1%+46.4%1.013%
1/8/2026 Wealth Enhancement Advisory Services LLC24,403$384K0.0%-8.4%0.787%
10/29/2025 Wealth Enhancement Advisory Services LLC26,637$810K0.0%N/A1.299%
10/20/2025 Mid American Wealth Advisory Group Inc.13,352$371K0.2%+29.6%0.661%
10/15/2025 Cambridge Advisors Inc.21,454$596K0.1%+9.9%1.078%
9/4/2025Osaic Holdings Inc.1,902$57K0.0%N/A0.118%
8/27/2025Orion Porfolio Solutions LLC9,540$287K0.0%N/A0.593%
8/15/2025Orion Porfolio Solutions LLC9,540$287K0.0%N/A0.593%
7/30/2025 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%
4/24/2025Cambridge 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%
1/16/2025Cambridge 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%
10/23/2024Cambridge Advisors Inc.12,663$280K0.1%+14.3%1.183%
7/11/2024Cambridge Advisors Inc.11,074$279K0.1%+3.9%1.477%
4/16/2024Cambridge Advisors Inc.10,655$329K0.1%+4.2%1.567%
1/17/2024Cambridge Advisors Inc.10,230$196K0.0%N/A0.581%
8/4/2023Ovata Capital Management Ltd1,250,000$22.61M29.8%N/A88.652%
2/7/2023Ovata Capital Management Ltd400,000$4.16M1.4%N/A31.746%


MAXI Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of Simplify Bitcoin Strategy PLUS Income ETF. The most heavily invested institutionals were Napa Wealth Management ($1.33M), Authentikos Wealth Advisory LLC ($1.16M), Wealth Enhancement Advisory Services LLC ($384K), Cambridge Advisors Inc. ($312K), Orion Porfolio Solutions LLC ($287K), Jane Street Group LLC ($286K), and OLD Mission Capital LLC ($276K).Learn more on Simplify Bitcoin Strategy PLUS Income ETF's institutional investors.

Of the 10 institutional investors that purchased Simplify Bitcoin Strategy PLUS Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Authentikos Wealth Advisory LLC ($81.05K), Napa Wealth Management ($66.39K), Wealth Enhancement Advisory Services LLC ($26.64K), Cambridge Advisors Inc. ($22.08K), Orion Porfolio Solutions LLC ($19.08K), Mid American Wealth Advisory Group Inc. ($17.69K), and Jane Street Group LLC ($17.59K).

Institutional investors have bought a total of 173,942 shares in the last 24 months. This purchase volume represents approximately $3.49M in transactions.

The following institutional investors have sold Simplify Bitcoin Strategy PLUS Income ETF stock in the last 24 months: Wealth Enhancement Advisory Services LLC ($2.23K).

Institutional investors have sold a total of 2,234 shares in the last 24 months. This volume of shares sold represents approximately $31.95K in transactions.


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This page (NASDAQ:MAXI) was last updated on 5/14/2026 by MarketBeat.com Staff.
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