Who Owns Simplify Bitcoin Strategy PLUS Income ETF (MAXI)?Hedge Fund & Institutional Holders
Institutional Holders
18
as of Q4 2025
Total Institutional Value
$1158448384252367104.0T
% of Float Held
—
QoQ Change in Holders
+7 / -4
Price History
MAXI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | New Position | +81K | +$1.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +24K | +$384K |
| Mid-American Wealth Advisory Group, Inc. | New Position | +18K | +$252K |
| CWM, LLC | New Position | +159 | +$2K |
| MAI Capital Management | New Position | +950 | +$0 |
| CITADEL ADVISORS LLC | New Position | +11K | +$0 |
| AE Wealth Management LLC | New Position | +6 | +$0 |
| MORGAN STANLEY | Increased | +448 | +$-74K |
| Caitlin John, LLC | Increased | +242 | +$-7.6M |
| Luminist Capital LLC | Increased | +1K | +$-42.1M |
| OSAIC HOLDINGS, INC. | Increased | +245 | +$-64.0M |
| Cambridge Advisors Inc. | Increased | +10K | +$-596.0M |
MAXI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Summit Financial, LLC | Closed Position | -22K | -$612.5M |
| Orion Porfolio Solutions, LLC | Closed Position | -10K | -$268.5M |
| NAPA WEALTH MANAGEMENT | Closed Position | -8K | -$229.2M |
| SIMPLEX TRADING, LLC | Closed Position | -2 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | 81,050 | $1.2M | 0.77% | Share |
| 2 | Cambridge Advisors Inc. | 31,402 | $448K | 0.09% | Share |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,403 | $384K | 0.00% | Share |
| 4 | Mid-American Wealth Advisory Group, Inc. | 17,693 | $252K | 0.11% | Share |
| 5 | Luminist Capital LLC | 2,530 | $36K | 0.04% | Share |
| 6 | Caitlin John, LLC | 490 | $7K | 0.00% | Share |
| 7 | CWM, LLC | 159 | $2K | 0.00% | Share |
| 8 | TORNO CAPITAL, LLC | 100 | $1K | 0.00% | Put |
| 9 | MORGAN STANLEY | 3 | $0 | 0.00% | Share |
| 10 | Caitlin John, LLC | 26 | $0 | 0.00% | Share |
| 11 | MAI Capital Management | 950 | $0 | 0.00% | Share |
| 12 | OSAIC HOLDINGS, INC. | 2,548 | $0 | 0.00% | Share |
| 13 | Cape Investment Advisory, Inc. | 3 | $0 | 0.00% | Share |
| 14 | ROYAL BANK OF CANADA | 10 | $0 | 0.00% | Share |
| 15 | CITADEL ADVISORS LLC | 10,620 | $0 | 0.00% | Share |
| 16 | AE Wealth Management LLC | 6 | $0 | 0.00% | Share |
| 17 | Parallel Advisors, LLC | 184 | $0 | 0.00% | Share |
| 18 | MORGAN STANLEY | 447 | $0 | 0.00% | Share |
MAXI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 15 | $2.3M | +3 |
| Q3 2025 | 12 | $1.8B | +3 |
| Q2 2025 | 9 | $1.6B | -6 |
| Q1 2025 | 15 | $3.1B | +3 |
| Q4 2024 | 12 | $2.1B | +7 |
| Q3 2024 | 5 | $388.7B | -1 |
| Q2 2024 | 6 | $214.9B | +1 |
| Q1 2024 | 5 | $2.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 18 institutional investors hold MAXI (Simplify Bitcoin Strategy PLUS Income ETF). The largest holder is Authentikos Wealth Advisory, LLC with $1.2M in shares. This quarter, 7 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own MAXI?
As of Q4 2025, 18 institutional investors report holding MAXI (Simplify Bitcoin Strategy PLUS Income ETF) in their 13F filings.
Who is the largest institutional holder of MAXI?
The largest institutional holder of MAXI is Authentikos Wealth Advisory, LLC with $1.2M in shares.
Is institutional ownership of MAXI increasing or decreasing?
This quarter, 7 institutions opened new positions in MAXI and 4 closed their positions.