6 tracked 13F filers disclose a position in QIS as of the latest SEC 13F filings, a combined $38.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $37.9M | 3.8M | —Held | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $398K | 33K | ▲+10% Added · +3K sh | Q1 2026 | |
| 3 | Legacy Wealth Managment, LLC/ID | $429K | 18K | ▼−25% Reduced · −6K sh | Q1 2025 | |
| 4 | OSAIC HOLDINGS, INC. | $38K | 3K | ▲+130% Added · +2K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $1K | 115 | —Held | Q1 2026 | |
| 6 | UBS Group AG | $788 | 65 | ▼−1.5% Reduced · −1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| SIMPLIFY GOVT MNY MRKT ETFSBIL | 1 funds | $4.9B |
| ISHARES CORE S&P 500 ETFIVV | 1 funds | $780.8M |
| ISHARES CORE U.S. AGGREGATEAGG | 1 funds | $499.0M |
| SIM ST TREAS FUT STRAT ETFTUA | 1 funds | $98.3M |
| SIMPLIFY US EQTY PLUS UPSPUC | 1 funds | $80.4M |
| SIMPLIFY AGGREGATE BOND ETFAGGH | 1 funds | $42.5M |
| SIMPLIFY TREASURY OPTION INCBUCK | 1 funds | $39.8M |
| SIMPLIFY NATIONAL MUNI BNDNMB | 1 funds | $38.7M |
| PLAINS GP HOLDINGS LP-CL APAGP | 1 funds | $30.9M |
| SIMPLIFY NEXT INTG C IDX ETFNXTI | 1 funds | $28.6M |
| PURECYCLE TECHNOLOGIES INCPCT | 1 funds | $24.7M |
| UNITED THERAPEUTICS CORPUTHR | 1 funds | $24.6M |
Ranked by how many of QIS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 230 funds | $997.9M |
| MTBAcommon | 139 funds | $971.4M |
| BUCKTREASURY OPT INC | 88 funds | $222.8M |
| AGGHUIT EXCHANGE TRADED | 86 funds | $352.3M |
| CDXMF Closed and MF Open | 83 funds | $273.8M |
| HEQTMF Closed and MF Open | 80 funds | $201.0M |
| TUASHORT TERM TREA | 73 funds | $456.1M |
| SVOLmc | 72 funds | $64.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for QIS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/QIS/capital-change-brief"
Use Arkolith's capital_change_brief for QIS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for QIS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.