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 99 institutions that hold shares in the stock, with a total of 7.5 Million shares, which have been reported (via 13F filing form) to have a value of $128 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 |
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,244
shares
|
$38,215
0.0% of portfolio
|
Q2 2025
Reduced 91.35%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$34,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,302
shares
|
$22,173
0.0% of portfolio
|
Q2 2025
Reduced 42.06%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,186
shares
|
$20,197
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
820
shares
|
$13,964
0.01% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
767
shares
|
$13,062
0.0% of portfolio
|
Q2 2025
Reduced 65.85%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
687
shares
|
$11,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
521
shares
|
$8,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
472
shares
|
$8,038
0.0% of portfolio
|
Q1 2025
Reduced 94.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
453
shares
|
$7,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
382
shares
|
$6,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
313
shares
|
$5,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
163
shares
|
$2,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
150
shares
|
$2,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
90
shares
|
$1,532
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
49
shares
|
$834
0.0% of portfolio
|
Q1 2025
Reduced 89.06%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
33
shares
|
$561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
8
shares
|
$136
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q3 2023
Reduced 95.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|