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 101 institutions that hold shares in the stock, with a total of 6.5 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
67,899
shares
|
$1.23 Million
0.55% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
65,548
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 41.45%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
59,837
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
50,601
shares
|
$914,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
49,856
shares
|
$900,897
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
49,154
shares
|
$888,212
0.09% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
48,192
shares
|
$870,829
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
46,554
shares
|
$841,230
0.4% of portfolio
|
Q1 2025
Added 94.64%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
46,250
shares
|
$835,737
0.22% of portfolio
|
Q4 2024
Added 23.19%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
38,955
shares
|
$703,916
0.38% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
38,711
shares
|
$699,507
0.51% of portfolio
|
Q4 2024
Added 74.52%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
37,254
shares
|
$673,179
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
35,535
shares
|
$642,117
0.14% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
34,493
shares
|
$623,288
0.31% of portfolio
|
Q4 2024
Added 36.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
33,512
shares
|
$605,561
0.06% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
31,974
shares
|
$577,770
0.04% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
31,927
shares
|
$576,920
0.07% of portfolio
|
Q1 2025
Reduced 60.25%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
31,381
shares
|
$567,054
0.17% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
31,065
shares
|
$561,344
0.0% of portfolio
|
Q4 2024
Reduced 22.43%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
30,995
shares
|
$560,079
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
30,119
shares
|
$544,250
0.29% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
26,146
shares
|
$472,458
0.02% of portfolio
|
Q4 2024
Added 70.4%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
26,023
shares
|
$470,235
0.28% of portfolio
|
Q4 2024
Added 92.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
25,947
shares
|
$468,862
0.01% of portfolio
|
Q1 2025
Reduced 53.22%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
25,473
shares
|
$460,297
0.45% of portfolio
|
Q1 2024
Added 5.88%
|