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Simplify Multi-QIS Alternative ETF (QIS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Simplify Multi-QIS Alternative ETF (NYSEARCA:QIS)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.31M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.94M
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QIS Institutional Buying and Selling by Quarter

Simplify Multi-QIS Alternative ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Collaborative Wealth Managment Inc.9,185$202K0.1%-15.9%0.252%
8/8/2025Altiora Financial Group LLC23,136$509K0.1%-11.7%0.634%
8/7/2025Simplify Asset Management Inc.3,927,620$86.37M4.3%-2.8%107.606%
8/6/2025Legacy Wealth Managment LLC ID19,111$420K0.2%+3.5%0.524%
8/1/2025Envestnet Asset Management Inc.28,269$622K0.0%+2.2%0.774%
7/30/2025Drive Wealth Management LLC10,693$235K0.1%N/A0.293%
7/16/2025Twelve Points Wealth Management LLC44,328$975K0.3%+6.3%1.137%
7/14/2025Financial Enhancement Group LLC128,533$2.74M0.4%+53.1%3.296%
5/19/2025Jane Street Group LLC28,088$652K0.0%+75.8%0.634%
5/16/2025Legacy Wealth Managment LLC ID18,471$429K0.3%-25.3%0.417%
5/8/2025Altiora Financial Group LLC26,196$608K0.1%N/A0.591%
5/8/2025Collaborative Wealth Managment Inc.10,920$253K0.1%-7.8%0.247%
4/30/2025Twelve Points Wealth Management LLC41,708$968K0.3%+32.7%0.941%
4/29/2025Envestnet Asset Management Inc.27,647$642K0.0%N/A0.624%
4/23/2025Financial Enhancement Group LLC83,930$1.95M0.3%+54.2%1.895%
4/10/2025Matrix Trust Co44,437$1.03M0.2%+37.0%0.999%
2/14/2025Jane Street Group LLC15,975$391K0.0%-67.8%0.353%
2/13/2025Legacy Investment Solutions LLC24,737$606K0.4%-10.6%0.546%
2/11/2025Simplify Asset Management Inc.162,293$3.98M0.2%+161.6%3.583%
2/10/2025Collaborative Wealth Managment Inc.11,844$290K0.1%+8.1%0.261%
2/10/2025Avantax Advisory Services Inc.10,473$257K0.0%-31.1%0.231%
1/23/2025Twelve Points Wealth Management LLC31,439$770K0.2%+243.7%0.694%
1/14/2025Financial Enhancement Group LLC54,420$1.33M0.2%N/A1.201%
1/14/2025Richard P Slaughter Associates Inc21,200$519K0.1%-22.0%0.468%
1/13/2025Matrix Trust Co32,447$795K0.1%+627.5%0.716%
11/18/2024Hobbs Group Advisors LLC7,274$179K0.1%-5.7%0.161%
11/15/2024Legacy Investment Solutions LLC27,681$673K0.4%N/A0.611%
11/15/2024Jane Street Group LLC49,677$1.22M0.0%+219.3%1.097%
11/7/2024Napa Wealth Management17,194$423K0.2%N/A0.380%
11/6/2024Simplify Asset Management Inc.62,035$1.53M0.1%+4.6%1.369%
10/16/2024Twelve Points Wealth Management LLC9,146$225K0.1%N/A0.202%
10/9/2024Matrix Trust Co4,460$110K0.0%N/A0.098%
10/7/2024Richard P Slaughter Associates Inc27,169$668K0.2%-8.0%0.600%
8/13/2024Simplify Asset Management Inc.59,335$1.50M0.1%-17.1%1.310%
8/2/2024Financial Enhancement Group LLC23,421$589K0.1%N/A0.517%
7/26/2024Park Edge Advisors LLC41,099$1.04M0.3%-1.9%0.907%
7/22/2024Hobbs Group Advisors LLC7,715$195K0.1%N/A0.170%
7/10/2024Richard P Slaughter Associates Inc29,527$747K0.2%+6.3%0.652%
5/8/2024Avantax Advisory Services Inc.20,471$520K0.0%-10.0%0.452%
4/19/2024Park Edge Advisors LLC41,915$1.06M0.3%+5.3%0.931%
4/9/2024Richard P Slaughter Associates Inc27,769$705K0.2%+115.1%0.617%
2/7/2024Avantax Advisory Services Inc.22,741$562K0.0%+51.4%0.000%
1/12/2024Park Edge Advisors LLC39,813$984K0.3%N/A0.000%
1/8/2024Richard P Slaughter Associates Inc12,910$319K0.1%-6.2%0.000%
11/8/2023Avantax Advisory Services Inc.15,023$390K0.0%N/A0.000%
10/23/2023Cavalier Investments LLC229,038$5.94M2.0%N/A0.000%
(Data available from 1/1/2016 forward)

QIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QIS shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Simplify Multi-QIS Alternative ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($86.37M), Cavalier Investments LLC ($5.94M), Financial Enhancement Group LLC ($2.74M), Park Edge Advisors LLC ($1.04M), Matrix Trust Co ($1.03M), Twelve Points Wealth Management LLC ($975K), and Jane Street Group LLC ($652K).Learn more on Simplify Multi-QIS Alternative ETF's institutional investors.

Which institutional investors have been buying Simplify Multi-QIS Alternative ETF's stock?

Of the 17 institutional investors that purchased Simplify Multi-QIS Alternative ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cavalier Investments LLC ($229.04K), Financial Enhancement Group LLC ($151.95K), Simplify Asset Management Inc. ($102.96K), Jane Street Group LLC ($46.23K), Matrix Trust Co ($44.44K), Twelve Points Wealth Management LLC ($44.33K), and Park Edge Advisors LLC ($41.92K).

How much institutional buying is happening at Simplify Multi-QIS Alternative ETF?

Institutional investors have bought a total of 473,582 shares in the last 24 months. This purchase volume represents approximately $11.31M in transactions.

Which of Simplify Multi-QIS Alternative ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Simplify Multi-QIS Alternative ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Simplify Asset Management Inc. ($113.74K), Jane Street Group LLC ($33.70K), Legacy Wealth Managment LLC ID ($6.27K), Richard P Slaughter Associates Inc ($5.97K), Avantax Advisory Services Inc. ($4.72K), Altiora Financial Group LLC ($3.06K), and Legacy Investment Solutions LLC ($2.94K).

How much institutional selling is happening at Simplify Multi-QIS Alternative ETF?

Institutional investors have sold a total of 173,502 shares in the last 24 months. This volume of shares sold represents approximately $3.94M in transactions.


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This page (NYSEARCA:QIS) was last updated on 10/10/2025 by MarketBeat.com Staff
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