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MAXI — SIMPLIFY EXCHANGE TRADED FUN

Reported value held$161.51K
Funds holding (latest)3
Sector—
Funds holding (Q2 2026)1
Institutional value$3.73K · 450 sh
New / Add / Cut / Exit0 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +0.7% (+3 sh)
Institutional value change Down -12.3%

As of Q2 2026, 1 SEC-registered investment managers reported holding MAXI (SIMPLIFY EXCHANGE TRADED FUN) in their latest 13F filings, with a combined reported value of $3.73K across 450 shares. That is +0.7% by share count (+3 shares) versus the previous quarter, while reported value moved -12.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 450 $3.73K 0.00% Add

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 447 $4.26K 0.00% Reduce

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 10.62K $151.84K 0.00% New
Morgan Stanley history 450 $6.44K 0.00% Add

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 2 $74 0.00% Add

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1 $56 0.00% Reduce
Morgan Stanley history 1 $56 0.00% Reduce

Q1 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 10.61K $212.60K 0.00% New
Citadel Advisors history 10.61K $212.60K 0.00% New
Morgan Stanley history 2 $42 0.00% Add
Morgan Stanley history 2 $42 0.00% Add

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q4 2022
Morgan Stanley 450 447 450 2 1 2 1 2 2 2 — 1 — —
Citadel Advisors — — 10.62K — — 10.61K — — — — — — — —
UBS Group AG — — — — — — — — — — 384 — 36 57

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