9 institutions reported holding $46.2M of SIMPLIFY EXCHANGE TRADED FUN (QIS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Simplify Asset Management Inc. ($45.8M), ENVESTNET ASSET MANAGEMENT INC ($398,062), OSAIC HOLDINGS, INC. ($37,867), Legacy Wealth Managment, LLC/ID ($3,649), MORGAN STANLEY ($1,394). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $45.8M | 3.8M | Hold |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $398,062 | 32,838 | Added |
| 3 | OSAIC HOLDINGS, INC. | $37,867 | 3,125 | Added |
| 4 | Legacy Wealth Managment, LLC/ID | $3,649 | 301 | Trimmed |
| 5 | MORGAN STANLEY | $1,394 | 115 | Hold |
| 6 | UBS Group AG | $788 | 65 | Trimmed |
| 7 | Matrix Trust Co | $0 | 0 | Exited |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 9 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31