13FBOX
SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF · 13F Institutional Holdings
Options Calculator Rankings
S

SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF

MAXI
Institutions
11
Combined AUM (Q2 2026)
$2.9M
Combined Shares (Q2 2026)
355,565
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+76,926
7 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-77,772
9 · 6 Exit · ≈
⚖️ Net
-846
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.9M
Institutions
11
New Buys
1
Adds
6
Reduces
3
Exits
6
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Authentikos Wealth Advisory, LLC
0.74%0.79%#1$1.2M139,149$1.2M123,330+15,819+12.83%Add
Mid-American Wealth Advisory Group, Inc.
0.22%0.11%#2$609,11373,431$252,96417,693+55,738+315.03%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#6$429,01751,720$482,86850,664+1,056+2.08%Add
Marshall Financial Group, LLC
0.06%0.07%#3$391,94747,251$452,05547,431-180-0.38%Reduce
Cambridge Advisors Inc.
0.05%0.06%#5$278,74733,604$311,96632,732+872+2.66%Add
Luminist Capital LLC
0.06%0.04%#4$52,8296,413$32,6283,423+2,990+87.35%Add
MATHER GROUP, LLC.
<0.01%<0.01%#7$29,3313,536$67,9767,132-3,596-50.42%Reduce
MORGAN STANLEY
<0.01%<0.01%#10$3,734450$742+448+22,400.00%Add
AE Wealth Management LLC
<0.01%<0.01%#9$516$57600.00%Unchanged
Cape Investment Advisory, Inc.
<0.01%#8$253$00+3New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$172$28,5292,993-2,991-99.93%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow