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 7.5 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
51,324
shares
|
$874,047
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
49,278
shares
|
$839,204
0.0% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
48,288
shares
|
$822,344
0.19% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
44,416
shares
|
$756,404
0.06% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
42,536
shares
|
$724,388
0.55% of portfolio
|
Q2 2025
Reduced 46.94%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
41,730
shares
|
$710,661
0.03% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
38,807
shares
|
$660,883
0.34% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
38,681
shares
|
$658,737
0.25% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
35,535
shares
|
$605,161
0.14% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
33,858
shares
|
$576,601
0.02% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
33,183
shares
|
$565,106
0.04% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
32,746
shares
|
$557,664
0.27% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
31,065
shares
|
$529,036
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
29,485
shares
|
$502,129
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
26,910
shares
|
$458,277
0.22% of portfolio
|
Q2 2025
Reduced 41.56%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
25,473
shares
|
$433,805
0.45% of portfolio
|
Q1 2024
Added 5.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
24,455
shares
|
$416,468
0.0% of portfolio
|
Q2 2025
Added 46.97%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
24,107
shares
|
$410,542
0.32% of portfolio
|
Q2 2025
Added 599.97%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
23,291
shares
|
$396,645
0.42% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
22,213
shares
|
$378,287
0.26% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
21,746
shares
|
$370,334
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
21,711
shares
|
$369,738
0.06% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
20,606
shares
|
$350,920
0.23% of portfolio
|
Q2 2025
Reduced 45.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17,627
shares
|
$300,187
0.0% of portfolio
|
Q2 2025
Added 38.61%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,582
shares
|
$299,421
0.1% of portfolio
|
Q4 2024
Reduced 71.9%
|