Simplify Exchange Traded Funds - MAXI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | History | New | 81,050 | 1,158 | 0.77% | — | 1 | +81,050 | New | Q4 2025 | Feb 06, 2026 |
| Cambridge Advisors Inc. | History | Added to | 31,402 | 448 | 0.09% | 0.12% | 2 | +9,948 | 46.37% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,403 | 384 | 0.0% | 0.0% | 3 | -2,234 | -8.39% | Q4 2025 | Jan 08, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 17,693 | 252 | 0.11% | 0.17% | 4 | +4,341 | 32.51% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,620 | 151 | 0.0% | — | 5 | +10,620 | New | Q4 2025 | Feb 17, 2026 |
| Luminist Capital LLC | History | Added to | 2,530 | 36 | 0.04% | 0.04% | 7 | +1,075 | 73.88% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,548 | 36 | 0.0% | 0.0% | 6 | +245 | 10.64% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 950 | 13 | 0.0% | — | 8 | +950 | New | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Added to | 516 | 7 | 0.0% | 0.0% | 9 | +242 | 88.32% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 450 | 6 | 0.0% | — | 10 | +448 | 22400.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 159 | 2 | 0.0% | 0.0% | 11 | +20 | 14.39% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | No change | 184 | 2 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TORNO CAPITAL, LLC | History | New | 100 | 1 | 0.0% | — | 13 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,031 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,658 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROYAL BANK OF CANADA | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |