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 77 institutions that hold shares in the stock, with a total of 4.36 Million shares, which have been reported (via 13F filing form) to have a value of $92.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
35,535
shares
|
$752,275
0.14% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
33,512
shares
|
$709,449
0.08% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
30,379
shares
|
$643,123
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
29,579
shares
|
$626,187
0.1% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
27,132
shares
|
$574,384
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
25,473
shares
|
$539,263
0.45% of portfolio
|
Q1 2024
Added 5.88%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
25,388
shares
|
$537,463
0.29% of portfolio
|
Q2 2024
Added 40.22%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
23,977
shares
|
$507,593
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
22,807
shares
|
$482,824
0.83% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
22,757
shares
|
$481,765
0.0% of portfolio
|
Q2 2024
Added 18.69%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
22,182
shares
|
$469,592
0.31% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
20,579
shares
|
$435,657
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
18,160
shares
|
$384,447
0.03% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
18,075
shares
|
$382,647
0.0% of portfolio
|
Q4 2023
Added 42.6%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
15,490
shares
|
$327,923
0.28% of portfolio
|
Q2 2024
Added 59.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
15,158
shares
|
$320,894
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
15,000
shares
|
$317,550
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,700
shares
|
$290,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
13,619
shares
|
$288,314
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
13,527
shares
|
$286,366
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
13,122
shares
|
$277,792
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
11,104
shares
|
$235,071
0.0% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
9,290
shares
|
$196,669
0.0% of portfolio
|
Q2 2024
Added 182.8%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
9,000
shares
|
$190,530
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
8,907
shares
|
$188,561
0.0% of portfolio
|
Q2 2024
Reduced 2.97%
|