跳到正文

MAXI — Simplify Exchange Traded Fun 机构持仓 · 2026年Q2

谁持有 Simplify Exchange Traded Fun(MAXI)?2026年Q2(报告期截至 2026-06-30)共有 17 家机构在 SEC 13F 申报中报告持有,合计 294.91 万美元。前几大持有机构:Authentikos Wealth Advisory, LLC(120.00 万美元)、Mid-American Wealth Advisory Group, Inc.(60.91 万美元)、Old Mission Capital LLC(42.90 万美元)。

排名机构市值股数变动
1Authentikos Wealth Advisory, LLC$1.2M139,149增持
2Mid-American Wealth Advisory Group, Inc.$609,11373,431增持
3OLD MISSION CAPITAL LLC$429,01751,720增持
4Marshall Financial Group, LLC$391,94747,251减持
5Cambridge Advisors Inc.$278,74733,604增持
6Luminist Capital LLC$52,8296,413增持
7MATHER GROUP, LLC.$29,3313,536减持
8MORGAN STANLEY$3,734450增持
9AE Wealth Management LLC$516持平
10Cape Investment Advisory, Inc.$253新建仓
11OSAIC HOLDINGS, INC.$172减持
12Royal Bank of Canada$010持平
13MAI Capital Management$00清仓
14SIMPLEX TRADING, LLC$00清仓
15JANE STREET GROUP, LLC$00清仓
16Sound Income Strategies, LLC$00清仓
17Caitlin John, LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-06-30