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
-
+$1,822,132
-
Number of buys
-
11
-
Number of sells
-
3
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.