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Simplify Multi-QIS Alternative ETF (QIS) Institutional Ownership

$11.59 +0.20 (+1.76%)
As of 10/13/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$18.43M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$13.25M
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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
8/20/2026Proficio Capital Partners LLC338,534$3.39M0.1%N/A8.793%
8/20/2026Nwam LLC116,616$1.17M0.1%N/A3.029%
8/20/2026Advocacy Wealth Management LLC7,453$75K0.0%N/A0.194%
2/13/2026Kestra Advisory Services LLC5,183$77K0.0%N/A0.132%
2/12/2026Jane Street Group LLC15,156$225K0.0%N/A0.387%
2/9/2026Simplify Asset Management Inc.3,777,620$56.06M0.9%-18.4%96.368%
2/3/2026Legacy Wealth Managment LLC ID18,819$279K0.1%-17.2%0.480%
1/13/2026Matrix Trust Co15,518$230K0.0%-63.3%0.396%
11/5/2025Altiora Financial Group LLC13,631$261K0.0%-41.1%0.337%
11/5/2025Envestnet Asset Management Inc.29,651$568K0.0%+4.9%0.732%
10/31/2025Drive Wealth Management LLC13,084$251K0.1%+22.4%0.323%
10/20/2025Simplify Asset Management Inc.4,627,620$88.69M1.6%+17.8%105.653%
10/14/2025Matrix Trust Co42,310$811K0.1%-5.4%0.863%
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%
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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%


QIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of Simplify Multi-QIS Alternative ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($56.06M), Proficio Capital Partners LLC ($3.39M), Financial Enhancement Group LLC ($2.74M), Nwam LLC ($1.17M), Twelve Points Wealth Management LLC ($975K), Legacy Investment Solutions LLC ($606K), and Envestnet Asset Management Inc. ($568K).Learn more on Simplify Multi-QIS Alternative ETF's institutional investors.

Of the 16 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: Simplify Asset Management Inc. ($802.96K), Proficio Capital Partners LLC ($338.53K), Financial Enhancement Group LLC ($128.53K), Nwam LLC ($116.62K), Jane Street Group LLC ($61.39K), Twelve Points Wealth Management LLC ($44.33K), and Matrix Trust Co ($39.98K).

Institutional investors have bought a total of 1,186,715 shares in the last 24 months. This purchase volume represents approximately $18.43M in transactions.

The following institutional investors have sold Simplify Multi-QIS Alternative ETF stock in the last 24 months: Simplify Asset Management Inc. ($850K), Matrix Trust Co ($29.21K), Altiora Financial Group LLC ($9.51K), and Legacy Wealth Managment LLC ID ($3.92K).

Institutional investors have sold a total of 892,633 shares in the last 24 months. This volume of shares sold represents approximately $13.30M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:QIS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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