MAXI SIMPLIFY EXCHANGE TRADED FUN
FollowBITCOIN STRATEGY (fund)
12 managers (12 13F filers) reported a position in MAXI shares at 2026-06-30, 355,575 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 1
- Added
- 6
- Reduced
- 3
- Sold out
- 5
- Shares held by filers
- 355,575
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 139,149 | $1.15M | 0.74% | +15,819 | 13F-HRTimeline |
| Mid-American Wealth Advisory Group, Inc. | 73,431 | $609K | 0.22% | +55,738 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 51,720 | $429K | 0.01% | +1,056 | 13F-HRTimeline |
| Marshall Financial Group, LLC | 47,251 | $392K | 0.06% | -180 | 13F-HRTimeline |
| Cambridge Advisors Inc. | 33,604 | $279K | 0.05% | +872 | 13F-HRTimeline |
| Luminist Capital LLC | 6,413 | $52.8K | 0.06% | +2,990 | 13F-HRTimeline |
| MATHER GROUP, LLC. | 3,536 | $29.3K | <0.01% | -3,596 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 450 | $3.73K | <0.01% | +3 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 6 | $51 | <0.01% | 0 | 13F-HRTimeline |
| Cape Investment Advisory, Inc. | 3 | $25 | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2 | $17 | <0.01% | -2,991 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 10 | $0 | 0% | 0 | 13F-HRTimelineGroupValue filed as zero, left out of ratios. |