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 $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
850,011
shares
|
$18.3 Million
0.17% of portfolio
|
Q4 2024
Added 285.55%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
486,861
shares
|
$10.5 Million
6.48% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
414,645
shares
|
$8.94 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
335,148
shares
|
$7.22 Million
0.52% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
334,502
shares
|
$7.21 Million
4.99% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
334,502
shares
|
$7.21 Million
4.99% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
317,766
shares
|
$6.85 Million
1.04% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
310,205
shares
|
$6.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
162,050
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Added 176.19%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
155,343
shares
|
$3.35 Million
0.0% of portfolio
|
Q4 2024
Added 128.74%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
125,741
shares
|
$2.71 Million
0.12% of portfolio
|
Q4 2024
Added 8227.22%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
105,228
shares
|
$2.27 Million
0.23% of portfolio
|
Q4 2024
Added 29.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
103,865
shares
|
$2.24 Million
0.13% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
99,661
shares
|
$2.15 Million
0.11% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
89,896
shares
|
$1.94 Million
0.14% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$1.93 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
86,264
shares
|
$1.86 Million
0.64% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
80,329
shares
|
$1.73 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
80,079
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
76,965
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
74,488
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
73,387
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
72,982
shares
|
$1.57 Million
1.24% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
71,342
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
67,899
shares
|
$1.46 Million
0.55% of portfolio
|
Q4 2024
Added 21.66%
|