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 73 institutions that hold shares in the stock, with a total of 3.74 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 |
---|---|---|---|---|---|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
25,388
shares
|
$557,774
0.29% of portfolio
|
Q2 2024
Added 40.22%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
23,977
shares
|
$526,774
0.01% of portfolio
|
Q2 2024
New holding
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
23,725
shares
|
$521,238
0.03% of portfolio
|
Q2 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
22,757
shares
|
$499,971
0.0% of portfolio
|
Q2 2024
Added 18.69%
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Jul 19, 2024 Q2 2024 |
21,984
shares
|
$482,988
0.35% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
21,844
shares
|
$479,912
0.35% of portfolio
|
Q1 2024
Reduced 79.22%
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 11, 2024 Q2 2024 |
21,062
shares
|
$462,732
0.25% of portfolio
|
Q2 2024
Added 51.36%
|
|
Atlas Financial Advisors, Inc.
|
Aug 05, 2024 Q2 2024 |
20,679
shares
|
$454,317
0.79% of portfolio
|
Q2 2024
Reduced 14.42%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
20,579
shares
|
$452,120
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
19,424
shares
|
$426,745
0.03% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
18,075
shares
|
$397,107
0.0% of portfolio
|
Q4 2023
Added 42.6%
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
15,490
shares
|
$340,315
0.28% of portfolio
|
Q2 2024
Added 59.26%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
15,158
shares
|
$333,021
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
15,000
shares
|
$329,550
0.01% of portfolio
|
Q4 2023
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,700
shares
|
$300,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
13,619
shares
|
$299,209
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
13,122
shares
|
$288,290
0.06% of portfolio
|
Q2 2024
New holding
|
|
Worth Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
12,141
shares
|
$266,737
0.17% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
11,104
shares
|
$243,954
0.0% of portfolio
|
Q2 2024
Added 5.78%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
9,290
shares
|
$204,101
0.0% of portfolio
|
Q1 2024
Added 37.22%
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
9,000
shares
|
$197,730
0.02% of portfolio
|
Q2 2024
New holding
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
8,907
shares
|
$195,686
0.0% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
6,974
shares
|
$153,218
0.02% of portfolio
|
Q2 2024
Added 189.74%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,064
shares
|
$89,286
0.0% of portfolio
|
Q2 2024
Added 13.39%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
4,000
shares
|
$87,880
0.0% of portfolio
|
Q1 2024
New holding
|