MAXI — SIMPLIFY EXCHANGE TRADED FUN
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 450 | $3.73K | 0.00% | Add |
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 447 | $4.26K | 0.00% | Reduce |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 10.62K | $151.84K | 0.00% | New |
| Morgan Stanley history | 450 | $6.44K | 0.00% | Add |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2 | $74 | 0.00% | Add |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1 | $56 | 0.00% | Reduce |
| Morgan Stanley history | 1 | $56 | 0.00% | Reduce |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details