# SIMPLIFY EXCHANGE TRADED FUN (MAXI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MAXI/

- Reporting holders: 12
- Reported value: $2.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Authentikos Wealth Advisory, LLC](https://holderbook.com/funds/1967054-authentikos-wealth-advisory-llc/) | $1.2M | 139,149 | 0.7% | 3 |
| [Mid-American Wealth Advisory Group, Inc.](https://holderbook.com/funds/1911264-mid-american-wealth-advisory-group-inc/) | $609.1K | 73,431 | 0.2% | 5 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $429.0K | 51,720 | 0.0% | 2 |
| [Marshall Financial Group, LLC](https://holderbook.com/funds/1841496-marshall-financial-group-llc/) | $391.9K | 47,251 | 0.1% | 2 |
| [Cambridge Advisors Inc.](https://holderbook.com/funds/1633695-cambridge-advisors-inc/) | $278.7K | 33,604 | 0.0% | 11 |
| [Luminist Capital LLC](https://holderbook.com/funds/1807270-luminist-capital-llc/) | $52.8K | 6,413 | 0.1% | 7 |
| [MATHER GROUP, LLC.](https://holderbook.com/funds/1527641-mather-group-llc/) | $29.3K | 3,536 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $3.7K | 450 | 0.0% | 10 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $51 | 6 | 0.0% | 4 |
| [Cape Investment Advisory, Inc.](https://holderbook.com/funds/1944437-cape-investment-advisory-inc/) | $25 | 3 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $17 | 2 | 0.0% | 5 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $0 | 10 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 12 | $2.9M |
| Q1 2026 | 16 | $3.5M |
| Q4 2025 | 15 | $2.5M |
| Q3 2025 | 14 | $3.0M |
| Q2 2025 | 10 | $1.3M |
| Q1 2025 | 14 | $3.1M |
| Q4 2024 | 15 | $3.3M |
| Q3 2024 | 8 | $1.1M |
| Q2 2024 | 7 | $721.7K |
| Q1 2024 | 5 | $2.6M |
| Q4 2023 | 5 | $534.5K |
| Q3 2023 | 2 | $19.2M |