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 64 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
1,449,085
shares
|
$32.5 Million
9.45% of portfolio
|
Q1 2024
Added 25.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
765,140
shares
|
$17.2 Million
0.28% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
|
Peak Financial Advisors LLC
|
Apr 12, 2024 Q1 2024 |
342,155
shares
|
$7.68 Million
5.8% of portfolio
|
Q1 2024
Added 30.01%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
267,376
shares
|
$6.01 Million
0.01% of portfolio
|
Q1 2024
Added 489.88%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 09, 2024 Q1 2024 |
259,029
shares
|
$5.82 Million
0.47% of portfolio
|
Q1 2024
Reduced 28.22%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
213,262
shares
|
$4.79 Million
0.06% of portfolio
|
Q1 2024
Added 40.02%
|
|
|
Avestar Capital, LLC
|
May 10, 2024 Q1 2024 |
191,315
shares
|
$4.3 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
176,000
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2024
Reduced 24.04%
|
|
|
3 Edge Asset Management, LP
|
May 08, 2024 Q1 2024 |
147,331
shares
|
$3.31 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
133,381
shares
|
$3 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
97,955
shares
|
$2.2 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
89,918
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$2.01 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
82,223
shares
|
$1.85 Million
0.18% of portfolio
|
Q1 2024
Added 12.6%
|
|
|
Smith Anglin Financial, LLC
|
Apr 24, 2024 Q1 2024 |
78,353
shares
|
$1.76 Million
0.18% of portfolio
|
Q1 2024
Added 10.73%
|
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
47,402
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
38,841
shares
|
$872,368
0.06% of portfolio
|
Q1 2024
Added 85.43%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
35,535
shares
|
$798,116
0.14% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 19, 2024 Q1 2024 |
35,036
shares
|
$786,908
0.24% of portfolio
|
Q1 2024
Added 92.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
33,512
shares
|
$752,679
0.09% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
32,866
shares
|
$738,170
0.0% of portfolio
|
Q1 2024
Added 47.47%
|
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
31,003
shares
|
$696,327
0.0% of portfolio
|
Q1 2024
Added 222.54%
|
|
|
Hbw Advisory Services LLC
|
Apr 19, 2024 Q1 2024 |
30,357
shares
|
$681,818
0.12% of portfolio
|
Q4 2023
Added 41.01%
|
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
26,050
shares
|
$585,083
0.14% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
25,473
shares
|
$572,123
0.45% of portfolio
|
Q1 2024
Added 5.88%
|
|