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Simplify Bitcoin STR PL Inc (MAXI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares84,042 from 73,431
Change+10,611 (+14%)
Value$1.3M (+$653.7K)
Filed 2026-10-21
Cambridge Advisors Inc.
INCREASED
Shares33,674 from 33,604
Change+70 (+0%)
Value$506.0K (+$227.2K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares4,213 from 3,536
Change+677 (+19%)
Value$63.3K (+$34.0K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares123
Change+123
Value$1.8K
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
NEW
Shares23
Change+23
Value$358
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$45 (+$20)
Filed 2026-10-13
Authentikos Wealth Advisory, LLC
N/A
Shares— from 139,149
Change-139,149 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 51,720
Change-51,720 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 47,251
Change-47,251 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 450
Change-450 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10
Change-10 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Mid-American Wealth Advisory Group, Inc.
INCREASED84,04273,431+10,611+14%$609.1K$1.3M+$653.7K2026-10-21
Cambridge Advisors Inc.
INCREASED33,67433,604+70+0%$278.7K$506.0K+$227.2K2026-10-19
Mather Group, Llc.
INCREASED4,2133,536+677+19%$29.3K$63.3K+$34.0K2026-10-14
Simplex Trading, LLC
NEW123—+123——$1.8K—2026-11-04
Comprehensive Financial Planning, Inc.
NEW23—+23——$358—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED3300%$25$45+$202026-10-13
Authentikos Wealth Advisory, LLC
N/A—139,149-139,149-100%$1.2M———
Old Mission Capital LLC
N/A—51,720-51,720-100%$429.0K———
Marshall Financial Group, LLC
N/A—47,251-47,251-100%$391.9K———
Luminist Capital LLC
N/A—6,413-6,413-100%$52.8K———
Morgan Stanley
N/A—450-450-100%$3.7K———
Royal Bank of Canada
N/A—10-10-100%$0———
AE Wealth Management LLC
N/A—6-6-100%$51———
Osaic Holdings, Inc.
N/A—2-2-100%$17———
Showing 14 of 14 institutions