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 7.6 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
|
Aug 06, 2025 Q2 2025 |
1,771,470
shares
|
$30.2 Million
0.28% of portfolio
|
Q2 2025
Added 27.92%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,174,210
shares
|
$20 Million
3.43% of portfolio
|
Q2 2025
Added 34.48%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
474,221
shares
|
$8.08 Million
6.23% of portfolio
|
Q2 2025
Added 36.75%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
380,171
shares
|
$6.47 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
325,226
shares
|
$5.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
236,968
shares
|
$4.04 Million
1.35% of portfolio
|
Q1 2025
Added 375.3%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
183,457
shares
|
$3.12 Million
2.74% of portfolio
|
Q2 2025
Added 145.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
165,637
shares
|
$2.82 Million
0.19% of portfolio
|
Q1 2025
Added 59.47%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
163,193
shares
|
$2.78 Million
2.5% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
163,193
shares
|
$2.78 Million
2.5% of portfolio
|
Q2 2025
Reduced 51.21%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
150,819
shares
|
$2.57 Million
2.1% of portfolio
|
Q2 2025
Added 28.7%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
126,665
shares
|
$2.16 Million
0.19% of portfolio
|
Q1 2025
Reduced 62.21%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
126,496
shares
|
$2.15 Million
1.12% of portfolio
|
Q2 2025
Added 121.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
110,071
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 37.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
109,305
shares
|
$1.86 Million
0.11% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
98,206
shares
|
$1.67 Million
0.14% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
94,109
shares
|
$1.6 Million
0.39% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
91,096
shares
|
$1.55 Million
0.63% of portfolio
|
Q1 2025
Added 34.16%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$1.53 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
87,110
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
85,156
shares
|
$1.45 Million
0.44% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
74,349
shares
|
$1.27 Million
0.34% of portfolio
|
Q2 2025
Added 194.31%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
65,507
shares
|
$1.12 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
60,669
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
55,253
shares
|
$940,958
0.59% of portfolio
|
Q2 2025
Added 199.64%
|