Who owns Simplify Bitcoin Strategy PLUS Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MAXI from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 355,575 shares of Simplify Bitcoin Strategy PLUS Income ETF worth $2.9M — about 12.7% of shares outstanding; the largest disclosed holder is Authentikos Wealth Advisory, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$2.9M
value, 2026 filers
12.7%
of shares outstanding (355,575 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MAXI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | 139,149 | $1.2M | 0.7% | 5% | +12.8% |
| 2 | Mid-American Wealth Advisory Group, Inc. | 73,431 | $609,113 | 0.2% | 2.6% | +315.0% |
| 3 | OLD MISSION CAPITAL LLC | 51,720 | $429,017 | 0.0% | 1.8% | +2.1% |
| 4 | Marshall Financial Group, LLC | 47,251 | $391,947 | 0.1% | 1.7% | -0.4% |
| 5 | Cambridge Advisors Inc. | 33,604 | $278,747 | 0.0% | 1.2% | +2.7% |
| 6 | Luminist Capital LLC | 6,413 | $52,829 | 0.1% | 0.2% | +87.4% |
| 7 | MATHER GROUP, LLC. | 3,536 | $29,331 | 0.0% | 0.1% | -50.4% |
| 8 | MORGAN STANLEY | 450 | $3,734 | 0.0% | 0% | +0.7% |
| 9 | ROYAL BANK OF CANADA | 10 | $0 | 0.0% | 0% | 0.0% |
| 10 | AE Wealth Management LLC | 6 | $51 | 0.0% | 0% | 0.0% |
| 11 | Cape Investment Advisory, Inc.NEW | 3 | $25 | 0.0% | 0% | new |
| 12 | OSAIC HOLDINGS, INC. | 2 | $17 | 0.0% | 0% | -99.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.