Institutional Ownership Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,384,816
shares
|
$22.9 Million
0.24% of portfolio
|
Q1 2025
Added 62.92%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
873,164
shares
|
$14.5 Million
2.6% of portfolio
|
Q1 2025
Added 110.58%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
502,384
shares
|
$8.32 Million
5.88% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
383,495
shares
|
$6.35 Million
1.05% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
346,773
shares
|
$5.75 Million
7.37% of portfolio
|
Q1 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
335,148
shares
|
$5.55 Million
0.52% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
334,502
shares
|
$5.54 Million
4.99% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
334,502
shares
|
$5.54 Million
4.99% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
310,205
shares
|
$5.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
236,968
shares
|
$3.93 Million
1.4% of portfolio
|
Q1 2025
Added 375.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
162,050
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 176.19%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
155,343
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 128.74%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
125,741
shares
|
$2.08 Million
0.12% of portfolio
|
Q4 2024
Added 8227.22%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
117,191
shares
|
$1.94 Million
1.8% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
109,305
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
103,865
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
91,096
shares
|
$1.51 Million
0.63% of portfolio
|
Q1 2025
Added 34.16%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
89,896
shares
|
$1.49 Million
0.14% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$1.49 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
80,079
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
76,965
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
73,387
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
72,982
shares
|
$1.21 Million
1.24% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
71,342
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
69,516
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
Added 14.44%
|