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 6.35 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
22,217
shares
|
$401,461
0.07% of portfolio
|
Q4 2024
Reduced 24.89%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
21,295
shares
|
$384,800
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
20,162
shares
|
$364,327
0.3% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
19,810
shares
|
$357,966
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
19,636
shares
|
$354,822
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,447
shares
|
$351,407
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,900
shares
|
$341,523
0.0% of portfolio
|
Q4 2024
Added 432.39%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
18,075
shares
|
$326,615
0.0% of portfolio
|
Q4 2023
Added 42.6%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,582
shares
|
$317,706
0.1% of portfolio
|
Q4 2024
Reduced 71.9%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
16,970
shares
|
$306,647
0.02% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
16,430
shares
|
$296,890
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
16,418
shares
|
$296,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
16,147
shares
|
$291,776
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
14,717
shares
|
$265,936
0.0% of portfolio
|
Q4 2024
Added 1471600.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,321
shares
|
$240,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
12,553
shares
|
$226,832
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,188
shares
|
$220,237
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,485
shares
|
$189,463
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
10,313
shares
|
$186,355
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,000
shares
|
$180,700
0.02% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,863
shares
|
$178,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,802
shares
|
$177,122
0.0% of portfolio
|
Q4 2024
Reduced 81.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,500
shares
|
$153,595
0.01% of portfolio
|
Q4 2024
Added 17.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,401
shares
|
$151,806
0.0% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,578
shares
|
$82,724
0.06% of portfolio
|
Q4 2024
New holding
|