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MAI Capital Management’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

MAI Capital Management’s Portfolio MAXI Stock Details MAXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.05K Hold
950
– – ﹤0.01% 3219
2025
Q4 		$13.6K Buy
+950
New +$19.8K ﹤0.01% 2711

Other funds holding MAXI

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAI Capital Management's MAXI Position: Q1 2026 in Review

MAI Capital Management held its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) position steady in Q1 2026 at 950 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

MAI Capital Management first reported a position in MAXI in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.6K in Q4 2025. 17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

  • MAI Capital Management held 950 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $9.05K as of Q1 2026.
  • MAI Capital Management left its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF share count unchanged in Q1 2026.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3219 holding.
  • MAI Capital Management first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • MAI Capital Management's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $13.6K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.