Who Owns QIS?
Simplify Multi-QIS Alternative ETF — Institutional Ownership & 13F Holdings
$13.07
+0.17 (+1.28%)
Market Cap
$68.4M
Shares Outstanding
4,876,452
Institutional Holders
13
Total Inst. Value
$100.2M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
5
Closed Positions
6
Increased
4
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $93.8M | 4,041,360 |
| 2 | Financial Enhancement Group LLC | $1.8M | 83,930 |
| 3 | Matrix Trust CoNew | $1.0M | 44,437 |
| 4 | Twelve Points Wealth Management LLCNew | $968K | 41,708 |
| 5 | JANE STREET GROUP, LLC | $652K | 28,088 |
| 6 | ENVESTNET ASSET MANAGEMENT INCNew | $642K | 27,647 |
| 7 | Altiora Financial Group, LLCNew | $608K | 26,196 |
| 8 | Legacy Wealth Managment, LLC/ID | $429K | 18,471 |
| 9 | Collaborative Wealth Managment Inc. | $253K | 10,920 |
| 10 | OSAIC HOLDINGS, INC. | $30K | 1,298 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Simplify Asset Management Inc. | +3.9M | $93.8M |
| Financial Enhancement Group LLC | +30K | $1.8M |
| Matrix Trust CoNew | +44K | $1.0M |
| Twelve Points Wealth Management LLCNew | +42K | $968K |
| JANE STREET GROUP, LLC | +12K | $652K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -9K | $30K |
| Legacy Wealth Managment, LLC/ID | -6K | $429K |
| Collaborative Wealth Managment Inc. | -924 | $253K |
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Frequently Asked Questions
How many institutional investors hold QIS?
As of Q1 2025, 13 institutional investors report holding QIS (Simplify Multi-QIS Alternative ETF) in their 13F filings.
Which hedge fund owns the most QIS?
The largest institutional holder of QIS is Simplify Asset Management Inc. with $93.8M in shares.
Are institutions buying or selling QIS?
This quarter, 5 institutions opened new positions in QIS and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.