Simplify Exchange Traded Funds - MAXI
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Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
Latest / Compare
Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$2.946M
QoQ value delta ($000)
-$531K
(-15.27%)
Implied price effect (QoQ)
-15.0%
Shares
Total shares
355,736
QoQ shares delta
-1,130
(-0.32%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (MAXI)
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Top holders (Q2 2026)
Top 25 only
Full list
Partial Q2 2026 data: 12 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 1,154 | 139,149 | 0.74% |
| Mid-American Wealth Advisory Group, Inc. | 609 | 73,431 | 0.22% |
| OLD MISSION CAPITAL LLC | 429 | 51,720 | 0.01% |
| Marshall Financial Group, LLC | 391 | 47,251 | 0.06% |
| Cambridge Advisors Inc. | 278 | 33,604 | 0.05% |
| Luminist Capital LLC | 52 | 6,413 | 0.06% |
| MATHER GROUP, LLC. | 29 | 3,536 | 0.0% |
| MORGAN STANLEY | 3 | 450 | 0.0% |
| CWM, LLC | 1 | 161 | 0.0% |
| ROYAL BANK OF CANADA | 0 | 10 | 0.0% |
| OSAIC HOLDINGS, INC. | 0 | 2 | 0.0% |
| AE Wealth Management LLC | 0 | 6 | 0.0% |
| Cape Investment Advisory, Inc. | 0 | 3 | 0.0% |