As of 31 Dec 2025, 14 institutional investors reported holding 172,514 shares of SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY (MAXI).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |