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MAXI SIMPLIFY EXCHANGE TRADED FUN

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BITCOIN STRATEGY (fund)

17 managers (17 13F filers) reported a position in MAXI shares at 2024-12-31, 114,472 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.

Managers
17
13F filers
17
New
6
Added
6
Reduced
2
Sold out
0
Shares held by filers
114,472

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
NAPA WEALTH MANAGEMENT58,033$1.55M0.67%+37,81113F-HRTimeline
Cambridge Advisors Inc.14,763$395K0.09%+2,10013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,708$286K<0.01%-6,88013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,752$234K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,133$217K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC8,133$217K<0.01%new13F-HRTimeline
Belvedere Trading LLC3,808$102K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.743$19.9K<0.01%+38113F-HR/ATimelineGroup
Luminist Capital LLC634$17K0.03%13F-HRTimeline
GROUP ONE TRADING LLC412$11K<0.01%new13F-HR/ATimeline
Caitlin John, LLC122$3.27K<0.01%+2713F-HRTimeline
CWM, LLCin group CWM, LLC120$3K<0.01%+1913F-HRTimelineGroup
ORG Partners LLC66$1.76K<0.01%+1413F-HRTimeline
WR Wealth Planners, LLC34$909<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$33<0.01%-113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.