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Simplify Bitcoin Strategy PLUS Income ETF (MAXI) Institutional Ownership

Simplify Bitcoin Strategy PLUS Income ETF logo
$18.43 +0.13 (+0.72%)
As of 01:16 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Simplify Bitcoin Strategy PLUS Income ETF (NASDAQ:MAXI)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.18M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$183.90K
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MAXI Institutional Buying and Selling by Quarter

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Simplify Bitcoin Strategy PLUS Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Napa Wealth Management58,033$1.55M0.7%+187.0%2.480%
2/14/2025Jane Street Group LLC10,708$286K0.0%-39.1%0.458%
2/12/2025Orion Portfolio Solutions LLC8,133$217K0.0%N/A0.348%
1/16/2025Cambridge Advisors Inc.14,763$395K0.1%+16.6%0.653%
11/15/2024Jane Street Group LLC17,588$389K0.0%N/A1.478%
11/7/2024Napa Wealth Management20,222$447K0.2%N/A1.699%
10/23/2024Cambridge Advisors Inc.12,663$280K0.1%+14.3%1.183%
7/11/2024Cambridge Advisors Inc.11,074$279K0.1%+3.9%1.477%
4/16/2024Cambridge Advisors Inc.10,655$329K0.1%+4.2%1.567%
1/17/2024Cambridge Advisors Inc.10,230$196K0.0%N/A0.581%
8/4/2023Ovata Capital Management Ltd1,250,000$22.61M29.8%N/A88.652%
2/7/2023Ovata Capital Management Ltd400,000$4.16M1.4%N/A31.746%
(Data available from 1/1/2016 forward)

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MAXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MAXI shares?

During the previous two years, the following institutional investors and hedge funds held shares of Simplify Bitcoin Strategy PLUS Income ETF shares: Ovata Capital Management Ltd ($22.61M), Napa Wealth Management ($1.55M), Cambridge Advisors Inc. ($395K), and Jane Street Group LLC ($286K), Orion Portfolio Solutions LLC ($217K).Learn more on MAXI's institutional investors.

Which institutional investors have been buying Simplify Bitcoin Strategy PLUS Income ETF stock?

The following institutional investors have purchased Simplify Bitcoin Strategy PLUS Income ETF stock in the last 24 months: Ovata Capital Management Ltd ($1.25M), Napa Wealth Management ($58.03K), Jane Street Group LLC ($17.59K), Cambridge Advisors Inc. ($14.76K), and Orion Portfolio Solutions LLC ($8.13K).

How much institutional buying is happening at Simplify Bitcoin Strategy PLUS Income ETF?

Institutional investors have bought a total of 1,348,517 shares in the last 24 months. This purchase volume represents approximately $25.28M in transactions.

Which Simplify Bitcoin Strategy PLUS Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify Bitcoin Strategy PLUS Income ETF stock in the last 24 months: Jane Street Group LLC ($6.88K).

How much institutional selling is happening at Simplify Bitcoin Strategy PLUS Income ETF?

Institutional investors have sold a total of 6,880 shares in the last 24 months. This volume of shares sold represents approximately $183.90K in transactions.



This page (NASDAQ:MAXI) was last updated on 4/4/2025 by MarketBeat.com Staff
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