22 institutions reported holding $3.5M of SIMPLIFY EXCHANGE TRADED FUN (MAXI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Authentikos Wealth Advisory, LLC ($1.2M), JANE STREET GROUP, LLC ($506,629), OLD MISSION CAPITAL LLC ($482,868), Marshall Financial Group, LLC ($452,055), Cambridge Advisors Inc. ($311,966). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | $1.2M | 123,330 | Added |
| 2 | JANE STREET GROUP, LLC | $506,629 | 53,157 | New |
| 3 | OLD MISSION CAPITAL LLC | $482,868 | 50,664 | New |
| 4 | Marshall Financial Group, LLC | $452,055 | 47,431 | New |
| 5 | Cambridge Advisors Inc. | $311,966 | 32,732 | Added |
| 6 | Mid-American Wealth Advisory Group, Inc. | $252,964 | 17,693 | Hold |
| 7 | SIMPLEX TRADING, LLC | $149,903 | 15,728 | New |
| 8 | MATHER GROUP, LLC. | $67,976 | 7,132 | New |
| 9 | Luminist Capital LLC | $32,628 | 3,423 | Added |
| 10 | OSAIC HOLDINGS, INC. | $28,529 | 2,993 | Added |
| 11 | Sound Income Strategies, LLC | $9,590 | 1,000 | New |
| 12 | MAI Capital Management | $9,055 | 950 | Hold |
| 13 | MORGAN STANLEY | $4,260 | 447 | Trimmed |
| 14 | CWM, LLC | $1,531 | 161 | Added |
| 15 | Caitlin John, LLC | $86 | 9 | Trimmed |
| 16 | AE Wealth Management LLC | $57 | 6 | Hold |
| 17 | Royal Bank of Canada | $0 | 10 | Hold |
| 18 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $0 | 0 | Exited |
| 20 | Parallel Advisors, LLC | $0 | 0 | Exited |
| 21 | TORNO CAPITAL, LLC | $0 | 0 | Exited |
| 22 | Cape Investment Advisory, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31