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 100 institutions that hold shares in the stock, with a total of 7.37 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,384,816
shares
|
$24.3 Million
0.24% of portfolio
|
Q1 2025
Added 62.92%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
873,164
shares
|
$15.3 Million
2.6% of portfolio
|
Q1 2025
Added 110.58%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
502,384
shares
|
$8.83 Million
5.88% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
383,495
shares
|
$6.74 Million
1.05% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
346,773
shares
|
$6.09 Million
7.37% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
334,502
shares
|
$5.88 Million
4.99% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
327,411
shares
|
$5.75 Million
0.01% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
236,968
shares
|
$4.16 Million
1.4% of portfolio
|
Q1 2025
Added 375.3%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
232,920
shares
|
$4.09 Million
3.48% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
165,637
shares
|
$2.91 Million
0.19% of portfolio
|
Q1 2025
Added 59.47%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
126,665
shares
|
$2.23 Million
0.19% of portfolio
|
Q1 2025
Reduced 62.21%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
117,191
shares
|
$2.06 Million
1.8% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
110,071
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 37.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
109,305
shares
|
$1.92 Million
0.11% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
98,206
shares
|
$1.73 Million
0.14% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
91,096
shares
|
$1.6 Million
0.63% of portfolio
|
Q1 2025
Added 34.16%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$1.57 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
87,110
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
80,166
shares
|
$1.41 Million
1.04% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
79,053
shares
|
$1.39 Million
0.35% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
74,813
shares
|
$1.31 Million
1.08% of portfolio
|
Q1 2025
Added 141.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
71,342
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
69,516
shares
|
$1.22 Million
0.39% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
65,507
shares
|
$1.15 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
60,669
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.44%
|