Latest Period
Q2 2026
Security Snapshot
SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY (MAXI) Institutional Ownership
CUSIP: 82889N673
13F Institutional Holders and Ownership History from Q4 2022 to Q2 2026
Institutions Reporting
11
Shares (Excl. Options)
355,565
Price
$8.30
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- Security type / class
- Equity / BITCOIN STRATEGY
- Symbol
- MAXI
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 355,565
- Total 13F value
- $2,949,052
- Portfolio coverage rank
- 0%
- Share change
- -1,130
- Value change
- -$97,767
- Number of holders
- 11
- SEC-reported price per share
- $9.22
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MAXI - SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY is tracked under CUSIP 82889N673.
- 11 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 16 to 11 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,485,532 to $2,949,052.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 11 institutions filings for Q2 2026.
Security key
82889N673
Latest holder period
Q2 2026
13F holders
11
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N673:
As of 30 Jun 2026, 11 institutional investors reported holding 355,565 shares of SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY (MAXI).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
15
Latest
Q2 2026
Rows shown
1-15 of 15
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 355,565 | $2,949,052 | -$97,767 | $8.30 | 11 |
| 2026 Q1 | 356,856 | $3,485,532 | +$1,553,962 | $9.53 | 16 |
| 2025 Q4 | 172,514 | $2,501,445 | +$641,439 | $14.30 | 14 |
| 2025 Q3 | 105,742 | $3,011,409 | +$1,822,130 | $27.80 | 14 |
| 2025 Q2 | 42,734 | $1,283,897 | -$1,845,646 | $30.05 | 9 |
| 2025 Q1 | 154,324 | $3,145,990 | +$579,831 | $20.03 | 14 |
| 2024 Q4 | 114,462 | $3,059,443 | +$1,676,415 | $26.73 | 15 |
| 2024 Q3 | 50,990 | $1,126,650 | +$441,536 | $22.10 | 7 |
| 2024 Q2 | 28,698 | $721,745 | -$1,800,992 | $25.16 | 7 |
| 2024 Q1 | 83,822 | $2,584,118 | +$1,745,765 | $30.84 | 5 |
| 2023 Q4 | 27,396 | $524,963 | -$18,660,027 | $19.17 | 5 |
| 2023 Q3 | 1,250,384 | $19,174,437 | +$5,919 | $15.40 | 2 |
| 2023 Q2 | 1,250,001 | $22,608,018 | +$22,607,398 | $18.04 | 2 |
| 2023 Q1 | 36 | $620 | -$4,162,362 | $17.22 | 1 |
| 2022 Q4 | 400,057 | $4,162,592 | +$4,162,592 | $10.40 | 2 |