MAXI — Simplify Exchange Traded Fun Institutional Holders · Q2 2026
Who owns Simplify Exchange Traded Fun (MAXI)? 17 institutions reported holding $2.95M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Authentikos Wealth Advisory, LLC ($1.2M), Mid-American Wealth Advisory Group, Inc. ($609,113), Old Mission Capital LLC ($429,017).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | $1.2M | 139,149 | Added |
| 2 | Mid-American Wealth Advisory Group, Inc. | $609,113 | 73,431 | Added |
| 3 | OLD MISSION CAPITAL LLC | $429,017 | 51,720 | Added |
| 4 | Marshall Financial Group, LLC | $391,947 | 47,251 | Trimmed |
| 5 | Cambridge Advisors Inc. | $278,747 | 33,604 | Added |
| 6 | Luminist Capital LLC | $52,829 | 6,413 | Added |
| 7 | MATHER GROUP, LLC. | $29,331 | 3,536 | Trimmed |
| 8 | MORGAN STANLEY | $3,734 | 450 | Added |
| 9 | AE Wealth Management LLC | $51 | 6 | Hold |
| 10 | Cape Investment Advisory, Inc. | $25 | 3 | New |
| 11 | OSAIC HOLDINGS, INC. | $17 | 2 | Trimmed |
| 12 | Royal Bank of Canada | $0 | 10 | Hold |
| 13 | MAI Capital Management | $0 | 0 | Exited |
| 14 | SIMPLEX TRADING, LLC | $0 | 0 | Exited |
| 15 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 16 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 17 | Caitlin John, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30