SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY (MAXI)

CUSIP: 82889N673

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / BITCOIN STRATEGY
Total 13F shares
105,742
Share change
+63,006
Total reported value
$3,011,409
Price per share
$27.80
Number of holders
14
Value change
+$1,822,130
Number of buys
11
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 82889N673?
CUSIP 82889N673 identifies MAXI - SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY (MAXI) as of Q3 2025

As of 30 Sep 2025, SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY (MAXI) was held by 14 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 105,742 shares. The largest 10 holders included WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Summit Financial, LLC, Cambridge Advisors Inc., Mid-American Wealth Advisory Group, Inc., Orion Porfolio Solutions, LLC, NAPA WEALTH MANAGEMENT, OSAIC HOLDINGS, INC., Luminist Capital LLC, Caitlin John, LLC, and Parallel Advisors, LLC. This page lists 14 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
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.