SIMPLIFY EXCHANGE TRADED FUN (MAXI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
12
Reporting holders
$2.9M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | $1.2M | 139,149 | 0.74% | 3q | +12.8%+$131.2K |
| Mid-American Wealth Advisory Group, Inc. | $609.1K | 73,431 | 0.22% | 5q | +315.0%+$462.3K |
| OLD MISSION CAPITAL LLC | $429.0K | 51,720 | 0.01% | 2q | +2.1%+$8.8K |
| Marshall Financial Group, LLC | $391.9K | 47,251 | 0.06% | 2q | HELD |
| Cambridge Advisors Inc. | $278.7K | 33,604 | 0.05% | 11q | +2.7%+$7.2K |
| Luminist Capital LLC | $52.8K | 6,413 | 0.06% | 7q | +87.4%+$24.6K |
| MATHER GROUP, LLC. | $29.3K | 3,536 | 0.00% | 2q | -50.4%-$29.8K |
| MORGAN STANLEY | $3.7K | 450 | 0.00% | 10q | +0.7% |
| AE Wealth Management LLC | $51 | 6 | 0.00% | 4q | HELD |
| Cape Investment Advisory, Inc. | $25 | 3 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $17 | 2 | 0.00% | 5q | -99.9%-$25.4K |
| ROYAL BANK OF CANADA | $0 | 10 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $2.9M | 355,575 | 2 | 6 | 2 | 0.0% |
| Q1 2026 | 16 | $3.5M | 356,856 | 6 | 5 | 2 | 0.0% |
| Q4 2025 | 14 | $2.5M | 172,355 | 4 | 7 | 1 | 0.1% |
| Q3 2025 | 13 | $3.0M | 105,603 | 5 | 6 | 2 | 0.0% |
| Q2 2025 | 8 | $1.3M | 42,470 | 4 | 2 | 1 | 0.0% |
| Q1 2025 | 12 | $3.1M | 154,102 | 7 | 4 | 0 | 0.0% |
| Q4 2024 | 13 | $3.1M | 105,590 | 5 | 5 | 2 | 8.0% |
| Q3 2024 | 7 | $1.1M | 50,984 | 3 | 2 | 1 | 0.0% |
| Q2 2024 | 6 | $719.7K | 28,606 | 3 | 2 | 1 | 0.0% |
| Q1 2024 | 4 | $2.6M | 83,664 | 1 | 3 | 0 | 0.0% |
| Q4 2023 | 5 | $532.5K | 27,396 | 3 | 0 | 0 | 1.8% |
| Q3 2023 | 2 | $19.2M | 1,250,384 | 1 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $22.6M | 1,250,001 | 2 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $620 | 36 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $4.8K | 400,057 | 2 | 0 | 0 | 0.0% |