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 $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
483,144
shares
|
$10.5 Million
7.47% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
483,144
shares
|
$10.5 Million
7.47% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
479,555
shares
|
$10.4 Million
6.63% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
350,129
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
322,944
shares
|
$6.99 Million
0.53% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
304,985
shares
|
$6.61 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
220,468
shares
|
$4.78 Million
0.05% of portfolio
|
Q3 2024
Added 54.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
214,743
shares
|
$4.65 Million
0.0% of portfolio
|
Q3 2024
Added 287.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
116,213
shares
|
$2.52 Million
0.09% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
95,436
shares
|
$2.07 Million
0.18% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
89,694
shares
|
$1.94 Million
0.17% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$1.94 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
88,113
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2024
Added 35.31%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
85,774
shares
|
$1.86 Million
0.18% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
84,595
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
83,100
shares
|
$1.8 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
81,530
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2024
Added 243.65%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
81,230
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
67,913
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 631.03%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
62,571
shares
|
$1.36 Million
0.25% of portfolio
|
Q3 2024
Added 32.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
61,172
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
59,946
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,674
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 72.12%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
56,467
shares
|
$1.22 Million
0.94% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
55,812
shares
|
$1.21 Million
0.47% of portfolio
|
Q3 2024
New holding
|