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 95 institutions that hold shares in the stock, with a total of 5.14 Million shares, which have been reported (via 13F filing form) to have a value of $90 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
965,243
shares
|
$16.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 45.51%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
604,270
shares
|
$10.6 Million
1.82% of portfolio
|
Q3 2025
Reduced 48.54%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
345,650
shares
|
$6.05 Million
1.84% of portfolio
|
Q3 2025
Added 45.86%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
314,966
shares
|
$5.51 Million
3.08% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
201,466
shares
|
$3.53 Million
0.18% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
171,280
shares
|
$3 Million
1.46% of portfolio
|
Q3 2025
Added 35.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
164,731
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
Added 44.33%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
163,193
shares
|
$2.86 Million
2.5% of portfolio
|
Q2 2025
Reduced 51.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
157,030
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.72%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
114,997
shares
|
$2.01 Million
0.59% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
109,479
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
107,885
shares
|
$1.89 Million
1.33% of portfolio
|
Q3 2025
Reduced 33.89%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
90,064
shares
|
$1.58 Million
1.07% of portfolio
|
Q3 2025
Reduced 40.28%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
89,817
shares
|
$1.57 Million
0.42% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$1.57 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
81,724
shares
|
$1.43 Million
0.89% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
78,812
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
73,116
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
61,422
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 24.64%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
54,424
shares
|
$952,420
0.55% of portfolio
|
Q3 2025
Added 27.95%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
53,652
shares
|
$938,910
0.23% of portfolio
|
Q3 2025
Reduced 27.84%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
47,494
shares
|
$831,145
0.17% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
45,457
shares
|
$795,497
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
43,963
shares
|
$769,352
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
40,455
shares
|
$707,962
0.46% of portfolio
|
Q3 2025
Reduced 21.18%
|
|