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MAXI SIMPLIFY EXCHANGE TRADED FUN

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BITCOIN STRATEGY (fund)

16 managers (16 13F filers) reported a position in MAXI shares at 2025-09-30, 105,754 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.

Managers
16
13F filers
16
New
5
Added
7
Reduced
3
Sold out
0
Shares held by filers
105,754

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,637$810K<0.01%new13F-HRTimeline
Summit Financial, LLC22,031$612K0.01%new13F-HRTimeline
Cambridge Advisors Inc.21,454$596K0.12%+1,93013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.13,352$371K0.17%+3,04913F-HRTimeline
Orion Porfolio Solutions, LLC9,658$268K<0.01%+11813F-HRTimeline
NAPA WEALTH MANAGEMENT8,245$229K0.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,303$64K<0.01%+40113F-HRTimelineGroup
Luminist Capital LLC1,455$42.2K0.04%+61413F-HRTimeline
Caitlin John, LLC274$7.61K0.01%new13F-HRTimeline
Parallel Advisors, LLC184$5.12K<0.01%-3713F-HRTimeline
CWM, LLCin group CWM, LLC139$4K<0.01%+1313F-HRTimelineGroup
AE Wealth Management LLC5$144<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.3$83<0.01%-13513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$74<0.01%+113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
SIMPLEX TRADING, LLC2$00%-13713F-HRTimelineValue filed as zero, left out of ratios.