Purchases and Sales Made in Q4 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q4 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
19.2KNew |
$324K - $352K
|
19.2K
$336K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 418.39% |
$240K - $261K
|
17.6K
$308K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.36K+ 5.97% |
$90.6K - $98.3K
|
95.2K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
668+ 4.46% |
$11.3K - $12.3K
|
15.7K
$274K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
458+ 45.66% |
$7.74K - $8.4K
|
1.46K
$25.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
360+ 0.76% |
$6.08K - $6.6K
|
47.9K
$837K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-542- 8.72% |
$9.16K - $9.94K
|
5.67K
$99.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-54.4K- 47.32% |
$920K - $998K
|
60.6K
$1.06M
|
|