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MAXI SIMPLIFY EXCHANGE TRADED FUN

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BITCOIN STRATEGY (fund)

15 managers (15 13F filers) reported a position in MAXI shares at 2025-12-31, 172,524 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
15
13F filers
15
New
3
Added
8
Reduced
1
Sold out
3
Shares held by filers
172,524

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Authentikos Wealth Advisory, LLC81,050$1.16M0.77%new13F-HRTimeline
Cambridge Advisors Inc.31,402$449K0.09%+9,94813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,403$384K<0.01%-2,23413F-HRTimeline
Mid-American Wealth Advisory Group, Inc.17,693$253K0.11%+4,34113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,620$152K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,548$36.4K<0.01%+24513F-HRTimelineGroup
Luminist Capital LLC2,530$36.2K0.04%+1,07513F-HRTimeline
MAI Capital Management950$13.6K<0.01%new13F-HRTimeline
Caitlin John, LLC516$7.38K<0.01%+24213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY450$6.44K<0.01%+44813F-HR/ATimelineGroup
Parallel Advisors, LLC184$2.63K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC159$2K<0.01%+2013F-HRTimelineGroup
AE Wealth Management LLC6$84<0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.3$43<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.