Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / BITCOIN STRATEGY
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Number of holders
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7
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Total 13F shares, excl. options
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28,698
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Shares change
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-55,124
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Total reported value, excl. options
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$721,745
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Value change
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-$1,800,992
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Number of buys
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5
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Number of sells
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-2
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Price
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$25.16
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY (MAXI) as of Q2 2024
8 filings reported holding MAXI - SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY as of Q2 2024.
SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY (MAXI) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28,698 shares
.
Largest 8 shareholders include Cambridge Advisors Inc. (11,074 shares), Orion Porfolio Solutions, LLC (8,540 shares), Orion Portfolio Solutions, LLC (8,540 shares), OSAIC HOLDINGS, INC. (389 shares), SIMPLEX TRADING, LLC (92 shares), Caitlin John, LLC (61 shares), MORGAN STANLEY (2 shares), and JANE STREET GROUP, LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.