Simplify Multi-Qis Alt ETFQISETF
13F holders, Q1 2025 (March 31)13holders −3
3new positions
5sold out
$23.17avg. 13F price*
At the end of Q1 2025, 13 institutions reported holding Simplify Multi-Qis Alt ETF (QIS) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Simplify Asset Management Inc. ($93.8M), Financial Enhancement Group LLC ($1.8M) and Matrix Trust Co ($1.0M).
- Company
- Simplify Multi-Qis Alt ETF
- CUSIP
- 82889N533
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 5 | $99.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,004,510 shares bought and 4,057,659 shares sold, net −53,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Simplify Asset Management Inc. | 4.38% | Add +2390.2% | 4,041,360 | $93.8M |
| Financial Enhancement Group LLC | 0.27% | Add +54.2% | 83,930 | $1.8M |
| Matrix Trust Co | 0.17% | Add +37.0% | 44,437 | $1.0M |
| Twelve Points Wealth Management LLC | 0.26% | Add +32.7% | 41,708 | $968K |
| Jane Street Group, LLC | 0.00% | Add +75.8% | 28,088 | $652K |
| Envestnet Asset Management Inc. | 0.00% | New | 27,647 | $642K |
| Altiora Financial Group, LLC | 0.13% | New | 26,196 | $608K |
| Legacy Wealth Managment, LLC | 0.31% | Reduce -25.3% | 18,471 | $429K |
| Kestra Advisory Services, LLC | 0.00% | Add +56.7% | 18,342 | $426K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -7.8% | 10,920 | $253K |
| Osaic Holdings, Inc. | 0.00% | Add +399.2% | 1,298 | $30K |
| Morgan Stanley | 0.00% | No change | 115 | $3K |
| Bank of Montreal | 0.00% | New | 45 | $1K |
"% of holder's portfolio" is QIS's weight in each manager's 13F, not the share of Simplify Multi-Qis Alt ETF the manager owns.