Who Owns MAXI?
Simplify Bitcoin Strategy PLUS Income ETF — Institutional Ownership & 13F Holdings
$11.22
-0.35 (-3.03%)
Market Cap
$31.1M
Shares Outstanding
2,929,625
Institutional Holders
15
Total Inst. Value
$3.1M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
9
Closed Positions
6
Increased
4
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NAPA WEALTH MANAGEMENT | $1.3M | 66,388 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $681K | 33,979 |
| 3 | Cambridge Advisors Inc.New | $379K | 18,943 |
| 4 | OLD MISSION CAPITAL LLCNew | $276K | 13,791 |
| 5 | Orion Portfolio Solutions, LLC | $217K | 8,133 |
| 6 | CITADEL ADVISORS LLCNew | $213K | 10,614 |
| 7 | AlphaCore Capital LLCNew | $18K | 900 |
| 8 | Luminist Capital LLC | $17K | 814 |
| 9 | Sound Income Strategies, LLCNew | $6K | 300 |
| 10 | Cape Investment Advisory, Inc.New | $3K | 138 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NAPA WEALTH MANAGEMENT | +8K | $1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +34K | $681K |
| Cambridge Advisors Inc.New | +19K | $379K |
| OLD MISSION CAPITAL LLCNew | +14K | $276K |
| CITADEL ADVISORS LLCNew | +11K | $213K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold MAXI?
As of Q1 2025, 15 institutional investors report holding MAXI (Simplify Bitcoin Strategy PLUS Income ETF) in their 13F filings.
Which hedge fund owns the most MAXI?
The largest institutional holder of MAXI is NAPA WEALTH MANAGEMENT with $1.3M in shares.
Are institutions buying or selling MAXI?
This quarter, 9 institutions opened new positions in MAXI and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.