Purchases and Sales Made in Q4 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
148KNew |
$2.49M - $2.71M
|
148K
$2.58M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
67.9K+ 19.66% |
$1.15M - $1.25M
|
414K
$7.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
19.2KNew |
$324K - $352K
|
19.2K
$336K
|
|
|
Jan 27, 2026
Q4 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
15.7KNew |
$266K - $288K
|
15.7K
$275K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 418.39% |
$240K - $261K
|
17.6K
$308K
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.24K+ 20.33% |
$156K - $170K
|
54.7K
$957K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.36K+ 5.97% |
$90.6K - $98.3K
|
95.2K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
668+ 4.46% |
$11.3K - $12.3K
|
15.7K
$274K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
458+ 45.66% |
$7.74K - $8.4K
|
1.46K
$25.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
360+ 0.76% |
$6.08K - $6.6K
|
47.9K
$837K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
78+ 2.57% |
$1.32K - $1.43K
|
3.12K
$54.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-542- 8.72% |
$9.16K - $9.94K
|
5.67K
$99.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-17.1K- 58.57% |
$290K - $314K
|
12.1K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-54.4K- 47.32% |
$920K - $998K
|
60.6K
$1.06M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-201K- 20.81% |
$3.39M - $3.68M
|
764K
$13.4M
|
|