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 | Added to | 139,149 | 1,154 | 0.74% | 0.79% | 1 | +15,819 | 12.83% | Q2 2026 | Aug 14, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 73,431 | 609 | 0.22% | 0.11% | 2 | +55,738 | 315.03% | Q2 2026 | Jul 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 51,720 | 429 | 0.01% | 0.01% | 3 | +1,056 | 2.08% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 47,251 | 391 | 0.06% | 0.07% | 4 | -180 | -0.38% | Q2 2026 | Jul 17, 2026 |
| Cambridge Advisors Inc. | History | Added to | 33,604 | 278 | 0.05% | 0.06% | 5 | +872 | 2.66% | Q2 2026 | Jul 16, 2026 |
| Luminist Capital LLC | History | Added to | 6,413 | 52 | 0.06% | 0.04% | 6 | +2,990 | 87.35% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 3,536 | 29 | 0.0% | 0.0% | 7 | -3,596 | -50.42% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | Added to | 450 | 3 | 0.0% | 0.0% | 8 | +3 | 0.67% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 161 | 1 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,157 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,728 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2 | 0 | — | 0.0% | — | -2,991 | -99.93% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -950 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |