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 74 institutions that hold shares in the stock, with a total of 3.76 Million shares, which have been reported (via 13F filing form) to have a value of $82.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
784,198
shares
|
$17.1 Million
0.23% of portfolio
|
Q2 2024
Added 2.49%
|
|
Peak Financial Advisors LLC
|
Jul 12, 2024 Q2 2024 |
438,913
shares
|
$9.57 Million
7.12% of portfolio
|
Q2 2024
Added 28.28%
|
|
Cumberland Partners LTD
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
301,358
shares
|
$6.57 Million
0.54% of portfolio
|
Q2 2024
Added 16.34%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
272,646
shares
|
$5.94 Million
0.01% of portfolio
|
Q2 2024
Added 104.41%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
210,423
shares
|
$4.59 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.3%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
142,383
shares
|
$3.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 33.24%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
119,800
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 31.93%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
114,745
shares
|
$2.5 Million
0.09% of portfolio
|
Q2 2024
Added 17.14%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
92,226
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2024
Added 2.57%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
89,620
shares
|
$1.95 Million
0.28% of portfolio
|
Q1 2023
Added 7.28%
|
|
3 Edge Asset Management, LP
|
Aug 12, 2024 Q2 2024 |
86,557
shares
|
$1.89 Million
0.19% of portfolio
|
Q2 2024
Reduced 41.25%
|
|
Smith Anglin Financial, LLC
|
Jul 10, 2024 Q2 2024 |
84,278
shares
|
$1.84 Million
0.19% of portfolio
|
Q2 2024
Added 7.56%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
81,409
shares
|
$1.77 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
65,117
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2024
Added 67.65%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
55,381
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 68.51%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
53,197
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2024
Reduced 34.97%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 16, 2024 Q2 2024 |
51,905
shares
|
$1.13 Million
0.88% of portfolio
|
Q2 2024
Added 115.97%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
47,402
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 26, 2024 Q2 2024 |
43,076
shares
|
$939,056
0.33% of portfolio
|
Q2 2024
Added 22.95%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
41,282
shares
|
$899,947
0.01% of portfolio
|
Q2 2024
Added 33.15%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
35,535
shares
|
$774,663
0.14% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
33,512
shares
|
$730,561
0.09% of portfolio
|
Q1 2024
Added 1.28%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
33,277
shares
|
$725,438
0.14% of portfolio
|
Q2 2024
Added 9.62%
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
28,820
shares
|
$628,276
0.15% of portfolio
|
Q2 2024
Added 10.63%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
27,132
shares
|
$591,477
0.37% of portfolio
|
Q3 2024
New holding
|