SIMPLIFY EXCHANGE TRADED FUN (QIS)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
5
Reporting holders
$38.2M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $37.9M | 3,777,620 | 0.53% | 11q | HELD |
| JANE STREET GROUP, LLC | $284.3K | 28,364 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $33.4K | 3,339 | 0.00% | 12q | +6.8%+$2.1K |
| MORGAN STANLEY | $1.2K | 115 | 0.00% | 7q | HELD |
| UBS Group AG | $10 | 1 | 0.00% | 5q | -98.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $38.2M | 3,809,439 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 6 | $46.2M | 3,814,064 | 0 | 2 | 2 | 0.0% |
| Q4 2025 | 8 | $57.1M | 3,848,122 | 2 | 3 | 2 | 0.0% |
| Q3 2025 | 9 | $91.1M | 4,752,296 | 1 | 6 | 1 | 0.0% |
| Q2 2025 | 13 | $92.5M | 4,211,442 | 2 | 4 | 5 | 0.0% |
| Q1 2025 | 12 | $99.6M | 4,298,120 | 3 | 6 | 2 | 0.0% |
| Q4 2024 | 14 | $107.5M | 4,387,618 | 4 | 3 | 6 | 0.0% |
| Q3 2024 | 13 | $104.9M | 4,264,811 | 3 | 2 | 5 | 0.0% |
| Q2 2024 | 10 | $106.5M | 4,207,755 | 2 | 3 | 4 | 0.0% |
| Q1 2024 | 8 | $106.5M | 4,194,620 | 1 | 4 | 2 | 0.0% |
| Q4 2023 | 11 | $104.7M | 4,236,372 | 5 | 2 | 1 | 0.0% |
| Q3 2023 | 6 | $111.3M | 4,289,676 | 6 | 0 | 0 | 0.0% |