S
Simplify Bitcoin Strategy PLUS Income
MAXI • NASDAQ
Simplify Bitcoin Strategy PLUS Income is an exchange-traded fund on NASDAQ. As of Q3 2025, 13 institutional investors hold shares in this ETF, with total holdings valued at $3.0M. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest holder with a position valued at $810.5K.
Overview
Overview of institutional ownership in MAXI as of Q3 2025
All Institutions
- Institutions
- 13
- Value Held
- $3.0M
- Shares Held
- 105.7K
- Avg Position
- $231.6K
- Median Position
- $64.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in MAXI as of Q3 2025
| Institution | Position Value |
|---|---|
$810.5K 0.00% of portfolio | |
 Summit Financial, LLC RIA/Wealth | $612.5K 0.01% of portfolio |
 Cambridge Advisors Inc. RIA/Wealth | $596.4K 0.12% of portfolio |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $371.2K 0.18% of portfolio |
C CLS Investments, LLC Institution | $268.5K 0.00% of portfolio |
 NAPA WEALTH MANAGEMENT RIA/Wealth | $229.2K 0.12% of portfolio |
A Advisor Group Holdings, Inc. Institution | $64.0K 0.00% of portfolio |
 Luminist Capital LLC RIA/Wealth | $42.2K 0.04% of portfolio |
 Caitlin John, LLC RIA/Wealth | $7.6K 0.01% of portfolio |
 Parallel Advisors, LLC RIA/Wealth | $5.1K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MAXI in Q3 2025
- Traded
- +$1.8M
- Buyers
- 12
- Sellers
- 1
- Total Bought
- +$1.8M
- Total Sold
- −$1.0K
- Avg Position
- $200.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
+$810.5K +26.6K shares | |
Summit Financial, LLC RIA/Wealth | +$612.5K +22.0K shares |
NAPA WEALTH MANAGEMENT RIA/Wealth | +$229.2K +8.2K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | +$84.8K +3.0K shares |
Cambridge Advisors Inc. RIA/Wealth | +$53.7K +1.9K shares |
Luminist Capital LLC RIA/Wealth | +$17.8K +614.0 shares |
A Advisor Group Holdings, Inc. Institution | +$11.1K +401.0 shares |
Caitlin John, LLC RIA/Wealth | +$7.6K +274.0 shares |
C CLS Investments, LLC Institution | +$3.3K +118.0 shares |
 CWM, LLC RIA/Wealth | +$361.4 +13.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Parallel Advisors, LLC RIA/Wealth | −$1.0K −37.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MAXI in Q3 2025
- New Positions
- 3
- New Value
- $1.4M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
$810.5K 26.6K shares | |
Summit Financial, LLC RIA/Wealth | $612.5K 22.0K shares |
 AE Wealth Management LLC RIA/Wealth | $144.0 5.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in MAXI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MAXI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 0.18% $371.2K |
NAPA WEALTH MANAGEMENT RIA/Wealth | 0.12% $229.2K |
Cambridge Advisors Inc. RIA/Wealth | 0.12% $596.4K |
Luminist Capital LLC RIA/Wealth | 0.04% $42.2K |
Summit Financial, LLC RIA/Wealth | 0.01% $612.5K |
Caitlin John, LLC RIA/Wealth | 0.01% $7.6K |
C CLS Investments, LLC Institution | 0.00% $268.5K |
0.00% $810.5K | |
Parallel Advisors, LLC RIA/Wealth | 0.00% $5.1K |
A Advisor Group Holdings, Inc. Institution | 0.00% $64.0K |