Purchases and Sales Made in Q3 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
109KNew |
$1.8M - $2.11M
|
109K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
109K+ 45.86% |
$1.79M - $2.09M
|
346K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
73.1KNew |
$1.2M - $1.41M
|
73.1K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.6K+ 44.33% |
$834K - $975K
|
165K
$2.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
45.5KNew |
$749K - $876K
|
45.5K
$795K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
44.8K+ 35.4% |
$738K - $863K
|
171K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.9KNew |
$608K - $711K
|
36.9K
$646K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.7KNew |
$490K - $573K
|
29.7K
$520K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29KNew |
$479K - $560K
|
29K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
28.7KNew |
$472K - $552K
|
28.7K
$502K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16.1K+ 16.27% |
$265K - $310K
|
115K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15KNew |
$247K - $289K
|
15K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
13.5K+ 19.73% |
$222K - $260K
|
81.7K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.4K+ 6.54% |
$204K - $238K
|
201K
$3.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 24.64% |
$200K - $234K
|
61.4K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11.9K+ 27.95% |
$196K - $229K
|
54.4K
$952K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
10.1KNew |
$166K - $194K
|
10.1K
$176K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1KNew |
$166K - $194K
|
10.1K
$176K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.25K+ 21.45% |
$86.5K - $101K
|
29.7K
$520K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.66K+ 5.47% |
$76.8K - $89.8K
|
89.8K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.77KNew |
$45.6K - $53.3K
|
2.77K
$48.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.76K+ 5.19% |
$29K - $33.9K
|
35.6K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.3K+ 357.42% |
$21.4K - $25.1K
|
1.67K
$29.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.3KNew |
$21.4K - $25.1K
|
1.3K
$22.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 51.47% |
$19K - $22.3K
|
3.4K
$59.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
847+ 13.18% |
$14K - $16.3K
|
7.27K
$127K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
520New |
$8.57K - $10K
|
520
$9.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
512New |
$8.44K - $9.87K
|
512
$8.96K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
482+ 92.51% |
$7.94K - $9.29K
|
1K
$17.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
239+ 4.82% |
$3.94K - $4.61K
|
5.2K
$91K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
234+ 0.71% |
$3.86K - $4.51K
|
33K
$577K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
218+ 0.56% |
$3.59K - $4.2K
|
39K
$683K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
200New |
$3.3K - $3.85K
|
200
$3.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
155+ 0.91% |
$2.55K - $2.99K
|
17.3K
$302K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 1.65% |
$1.27K - $1.48K
|
4.74K
$82.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
74+ 2.5% |
$1.22K - $1.43K
|
3.04K
$53.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
18New |
$297 - $347
|
18
$315
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.59% |
$115 - $135
|
1.19K
$20.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-604- 1.82% |
$9.95K - $11.6K
|
32.6K
$570K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-794- 1.64% |
$13.1K - $15.3K
|
47.5K
$831K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 5.86% |
$16.5K - $19.3K
|
16.1K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-2.42K- 10.39% |
$39.9K - $46.6K
|
20.9K
$365K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 16.18% |
$47K - $55K
|
14.8K
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 16.2% |
$58.1K - $67.9K
|
18.2K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.92K- 44.18% |
$81K - $94.8K
|
6.21K
$109K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.59K- 7.72% |
$109K - $127K
|
78.8K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.89K- 90.72% |
$113K - $133K
|
704
$12.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.62K- 45.19% |
$126K - $147K
|
9.25K
$162K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.2K- 22.96% |
$168K - $197K
|
34.2K
$599K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-10.6K- 39.38% |
$175K - $204K
|
16.3K
$285K
|
|