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 88 institutions that hold shares in the stock, with a total of 5.23 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
16,147
shares
|
$350,389
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,030
shares
|
$347,851
0.0% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,344
shares
|
$332,964
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
13,527
shares
|
$293,535
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,671
shares
|
$274,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
11,425
shares
|
$247,922
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,419
shares
|
$226,092
0.02% of portfolio
|
Q3 2024
Added 1023.95%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
9,400
shares
|
$203,980
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
7,566
shares
|
$164,182
0.0% of portfolio
|
Q3 2024
Reduced 50.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,269
shares
|
$157,737
0.0% of portfolio
|
Q3 2024
Added 1630.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
7,254
shares
|
$157,411
0.01% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
6,137
shares
|
$133,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,578
shares
|
$99,342
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,064
shares
|
$88,188
0.0% of portfolio
|
Q2 2024
Added 13.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,550
shares
|
$77,035
0.0% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
3,514
shares
|
$76,253
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,551
shares
|
$55,356
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,250
shares
|
$48,825
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,200
shares
|
$47,740
0.0% of portfolio
|
Q3 2024
Added 3974.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,200
shares
|
$47,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,200
shares
|
$47,740
0.02% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,510
shares
|
$32,767
0.0% of portfolio
|
Q3 2024
Reduced 97.16%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,132
shares
|
$24,564
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,001
shares
|
$21,721
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$21,700
0.01% of portfolio
|
Q3 2024
New holding
|