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 76 institutions that hold shares in the stock, with a total of 4.34 Million shares, which have been reported (via 13F filing form) to have a value of $92.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
784,198
shares
|
$16.6 Million
0.23% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
479,555
shares
|
$10.2 Million
6.63% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
350,129
shares
|
$7.41 Million
0.01% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
304,985
shares
|
$6.46 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
301,358
shares
|
$6.38 Million
0.54% of portfolio
|
Q2 2024
Added 16.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
210,423
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.3%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
142,383
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2024
Reduced 33.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
119,800
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 31.93%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
114,745
shares
|
$2.43 Million
0.09% of portfolio
|
Q2 2024
Added 17.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
92,226
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$1.9 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
|
3 Edge Asset Management, LP
|
Aug 12, 2024 Q2 2024 |
86,557
shares
|
$1.83 Million
0.19% of portfolio
|
Q2 2024
Reduced 41.25%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
85,774
shares
|
$1.82 Million
0.18% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
81,530
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2024
Added 243.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
81,409
shares
|
$1.72 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
65,117
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2024
Added 67.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
59,946
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
56,467
shares
|
$1.2 Million
0.94% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
55,381
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 68.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
53,197
shares
|
$1.13 Million
0.13% of portfolio
|
Q1 2024
Reduced 34.97%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
50,769
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
47,402
shares
|
$1 Million
0.18% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
41,282
shares
|
$873,939
0.01% of portfolio
|
Q2 2024
Added 33.15%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
38,204
shares
|
$808,778
0.41% of portfolio
|
Q3 2024
Added 81.39%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
37,545
shares
|
$794,827
0.18% of portfolio
|
Q3 2024
Added 30.27%
|