MAXI

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UnclassifiedUSCUSIP 82889N673◍ Confluence graph
Tracked 13F Holders
15
-10 QoQ
13F Value (tracked)
$3.7M
13F Moves · latest Q
4 added
1 trimmed
Recent Filings
0

Who owns MAXI?

15 tracked 13F filers

15 tracked 13F filers disclose a position in MAXI as of the latest SEC 13F filings, a combined $3.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Authentikos Wealth Advisory, LLC
$1.2M
139K
+13%
Added · +16K sh
Q2 2026
2Mid-American Wealth Advisory Group, Inc.
$609K
73K
+315%
Added · +56K sh
Q2 2026
3JANE STREET GROUP, LLC
$507K
53K
New
+53K sh
Q1 2026
4OLD MISSION CAPITAL LLC
$483K
51K
New
+51K sh
Q1 2026
5Marshall Financial Group, LLC
$392K
47K
−0.4%
Reduced · −180 sh
Q2 2026
6Cambridge Advisors Inc.
$279K
34K
+2.7%
Added · +872 sh
Q2 2026
7SIMPLEX TRADING, LLC
$150K
16K
New
+16K sh
Q1 2026
8MATHER GROUP, LLC.
$68K
7K
New
+7K sh
Q1 2026
9OSAIC HOLDINGS, INC.
$29K
3K
+17%
Added · +445 sh
Q1 2026
10MAI Capital Management
$9K
950
Held
Q1 2026
11MORGAN STANLEY
$4K
447
−0.7%
Reduced · −3 sh
Q1 2026
12CWM, LLC
$2K
161
+1.3%
Added · +2 sh
Q1 2026
13ROYAL BANK OF CANADA
$0
10
Held
Q1 2026
14AE Wealth Management LLC
$57
6
Held
Q1 2026
15Cape Investment Advisory, Inc.
$25
3
Added
Added · +3 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MAXI being bought or sold by institutions?

Last quarter, 2 funds opened a new position in MAXI and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Funds that own MAXI also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY5 funds$362.6M
VANGUARD S&P 500 ETFVOO5 funds$292.1M
INVESCO QQQ TRUST SERIES 1QQQ5 funds$122.1M
VANGUARD TOTAL STOCK MKT ETFVTI5 funds$121.3M
NVIDIA CORPNVDA5 funds$76.8M
ISHARES CORE S&P 500 ETFIVV5 funds$65.3M
INVESCO S&P 500 EQUAL WEIGHTRSP5 funds$50.5M
JPM NASDAQ EQUITY PREMIUMJEPQ5 funds$15.6M
JPMORGAN EQUITY PREMIUM INCOJEPI5 funds$12.4M
SS SPDR DOW JONES INDUS AVGDIA5 funds$5.8M
ISHARES CORE MSCI EMERGINGIEMG4 funds$634.9M
VANGUARD MORTGAGE-BACKED SECVMBS4 funds$344.4M

Ranked by how many of MAXI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

4 funds-2 since Q3 2024
0714Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.3M

Share classes

Class13F holdersValue held
CTAmc229 funds$997.9M
MTBAcommon139 funds$971.4M
BUCKTREASURY OPT INC87 funds$222.0M
AGGHUIT EXCHANGE TRADED86 funds$352.3M
CDXMF Closed and MF Open83 funds$273.8M
HEQTMF Closed and MF Open80 funds$201.0M
TUASHORT TERM TREA73 funds$456.1M
SVOLmc72 funds$64.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for MAXI

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Ask your agent what changed in MAXI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MAXI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MAXI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MAXI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.