Osaic Holdings
MAXI icon

Osaic Holdings’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Osaic Holdings’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 		$28.5K Buy
2,993
+445
+17% +$5.28K ﹤0.01% 5620
2025
Q4 		$36.4K Buy
2,548
+245
+11% +$5.11K ﹤0.01% 5462
2025
Q3 		$64K Buy
2,303
+401
+21% +$12.3K ﹤0.01% 5143
2025
Q2 		$57.1K Buy
+1,902
New +$52.2K ﹤0.01% 4957
2025
Q1 		– Sell
-743
Closed -$19.9K – 7608
2024
Q4 		$19.9K Buy
743
+381
+105% +$10.3K ﹤0.01% 5350
2024
Q3 		$8K Sell
362
-27
-7% -$639 ﹤0.01% 5953
2024
Q2 		$9.79K Buy
+389
New +$10.9K ﹤0.01% 5811

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Osaic Holdings's MAXI Position: Q1 2026 in Review

Osaic Holdings increased its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) stake by 17% in Q1 2026, buying an estimated $5.28K and bringing the position to 2,993 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5620.

Osaic Holdings first reported a position in MAXI in Q2 2024 and has held it in 7 quarters since. The position peaked at $64K in Q3 2025. 17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

  • Osaic Holdings held 2,993 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $28.5K as of Q1 2026.
  • Osaic Holdings bought 445 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q1 2026, an estimated $5.28K.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5620 holding.
  • Osaic Holdings first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q2 2024 and has held it in 7 quarters since.
  • Osaic Holdings's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $64K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.