MAXI SIMPLIFY EXCHANGE TRADED FUN
FollowBITCOIN STRATEGY (fund)
12 managers (12 13F filers) reported a position in MAXI shares at 2025-06-30, 42,745 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 4
- Added
- 4
- Reduced
- 1
- Sold out
- 7
- Shares held by filers
- 42,745
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 |
|---|---|---|---|---|---|
| Cambridge Advisors Inc. | 19,524 | $587K | 0.12% | +581 | 13F-HRTimeline |
| Mid-American Wealth Advisory Group, Inc. | 10,303 | $310K | 0.15% | new | 13F-HRTimeline |
| Orion Porfolio Solutions, LLC | 9,540 | $287K | <0.01% | new | 13F-HR/ATimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,902 | $57.1K | <0.01% | new | 13F-HR/ATimelineGroup |
| Luminist Capital LLC | 841 | $25K | 0.02% | +27 | 13F-HRTimeline |
| Parallel Advisors, LLC | 221 | $6.64K | <0.01% | new | 13F-HRTimeline |
| Cape Investment Advisory, Inc. | 138 | $4.15K | <0.01% | 0 | 13F-HRTimeline |
| SIMPLEX TRADING, LLC | 139 | $4K | <0.01% | +38 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 126 | $4K | <0.01% | +5 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $56 | <0.01% | -1 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 10 | $0 | 0% | 0 | 13F-HR/ATimelineGroupValue filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |