MAXI Institutional Ownership
Simplify Bitcoin Strategy PLUS Income ETF
1W: -0.8%
1M: +16.1%
3M: +64.3%
YTD: +3.7%
1Y: -41.8%
3Y: +122.6%
$15.25
-0.20 (-1.30%)
Weekly Expected Move ±12.8%
$11
$13
$15
$17
$19
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MAXI
16
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
6
Increased
8
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | 139,149 | $2M | +15,819 | +12.8% | 3Q | SEC ↗ |
| 2 | Mid-American Wealth Advisory Group, In | 73,431 | $1M | +55,738 | +315.0% | 5Q | SEC ↗ |
| 3 | OLD MISSION CAPITAL LLC | 51,720 | $789K | +1,056 | +2.1% | 2Q | SEC ↗ |
| 4 | Marshall Financial Group, LLC | 47,251 | $721K | -180 | -0.4% | 2Q | SEC ↗ |
| 5 | Cambridge Advisors Inc. | 33,604 | $512K | +872 | +2.7% | 11Q | SEC ↗ |
| 6 | Luminist Capital LLC | 6,413 | $98K | +2,990 | +87.4% | 7Q | SEC ↗ |
| 7 | MATHER GROUP, LLC. | 3,536 | $54K | -3,596 | -50.4% | 2Q | SEC ↗ |
| 8 | MORGAN STANLEY | 450 | $7K | +3 | +0.7% | 10Q | SEC ↗ |
| 9 | CWM, LLC | 161 | $2K | +2 | +1.3% | 7Q | SEC ↗ |
| 10 | AE Wealth Management LLC | 6 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 11 | Cape Investment Advisory, Inc. NEW | 3 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 2 | $0K | -2,991 | -99.9% | 5Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 0 | $0K | -53,157 | -100.0% | 1Q | SEC ↗ |
| 14 | Sound Income Strategies, LLC | 0 | $0K | -1,000 | -100.0% | 1Q | SEC ↗ |
| 15 | MAI Capital Management | 0 | $0K | -950 | -100.0% | 2Q | SEC ↗ |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 0 | $0K | -24,403 | -100.0% | 2Q | SEC ↗ |
| 17 | Parallel Advisors, LLC | 0 | $0K | -184 | -100.0% | 3Q | SEC ↗ |
| 18 | Caitlin John, LLC | 0 | $0K | -9 | -100.0% | 3Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 0 | $0K | -10,620 | -100.0% | 1Q | SEC ↗ |
| 20 | SIMPLEX TRADING, LLC | 0 | $0K | -15,728 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Cape Investment Advisory, Inc. | 3 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 53,157 | $811K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 24,403 | $372K |
| SIMPLEX TRADING, LLC | 15,728 | $240K |
| CITADEL ADVISORS LLC | 10,620 | $162K |
| Sound Income Strategies, LLC | 1,000 | $15K |
| MAI Capital Management | 950 | $14K |
| Parallel Advisors, LLC | 184 | $3K |
| Caitlin John, LLC | 9 | $0K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mid-American Wealth Advisory Group, | +55,738 | +315.0% | 73,431 |
| Authentikos Wealth Advisory, LLC | +15,819 | +12.8% | 139,149 |
| Luminist Capital LLC | +2,990 | +87.4% | 6,413 |
| OLD MISSION CAPITAL LLC | +1,056 | +2.1% | 51,720 |
| Cambridge Advisors Inc. | +872 | +2.7% | 33,604 |
| MORGAN STANLEY | +3 | +0.7% | 450 |
| CWM, LLC | +2 | +1.3% | 161 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | -3,596 | -50.4% | 3,536 |
| OSAIC HOLDINGS, INC. | -2,991 | -99.9% | 2 |
| Marshall Financial Group, LLC | -180 | -0.4% | 47,251 |