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 83 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
13,527
shares
|
$289,071
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,671
shares
|
$270,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
11,425
shares
|
$244,152
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,419
shares
|
$222,654
0.02% of portfolio
|
Q3 2024
Added 1023.95%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
9,400
shares
|
$200,878
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
7,566
shares
|
$161,685
0.0% of portfolio
|
Q3 2024
Reduced 50.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,269
shares
|
$155,338
0.0% of portfolio
|
Q3 2024
Added 1630.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
7,254
shares
|
$155,017
0.01% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
6,137
shares
|
$131,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,064
shares
|
$86,847
0.0% of portfolio
|
Q2 2024
Added 13.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,550
shares
|
$75,863
0.0% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,551
shares
|
$54,514
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,250
shares
|
$48,082
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,200
shares
|
$47,014
0.0% of portfolio
|
Q3 2024
Added 3974.07%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
2,200
shares
|
$47,014
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,200
shares
|
$47,014
0.02% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,200
shares
|
$47,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,510
shares
|
$32,268
0.0% of portfolio
|
Q3 2024
Reduced 97.16%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
1,132
shares
|
$24,190
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,001
shares
|
$21,391
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$21,370
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
300
shares
|
$6,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
220
shares
|
$4,701
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
216
shares
|
$4,615
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
115
shares
|
$2,457
0.0% of portfolio
|
Q3 2024
Added 9.52%
|