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 102 institutions that hold shares in the stock, with a total of 7.52 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
20,606
shares
|
$348,241
0.23% of portfolio
|
Q2 2025
Reduced 45.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17,627
shares
|
$297,896
0.0% of portfolio
|
Q2 2025
Added 38.61%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,582
shares
|
$297,135
0.1% of portfolio
|
Q4 2024
Reduced 71.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,230
shares
|
$291,187
0.01% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,121
shares
|
$289,344
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,870
shares
|
$285,103
0.0% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,257
shares
|
$274,743
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
16,075
shares
|
$271,667
0.0% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
15,689
shares
|
$265,144
0.12% of portfolio
|
Q2 2025
Added 25.21%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,238
shares
|
$257,522
0.04% of portfolio
|
Q2 2025
Reduced 52.27%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
15,100
shares
|
$255,189
0.11% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
13,100
shares
|
$221,389
0.0% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,948
shares
|
$218,821
0.0% of portfolio
|
Q2 2025
Reduced 88.24%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,745
shares
|
$215,390
0.0% of portfolio
|
Q2 2025
Reduced 29.66%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
12,611
shares
|
$213,125
0.09% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
10,900
shares
|
$184,209
0.04% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$169,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$169,000
0.02% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
9,304
shares
|
$157,237
0.01% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,590
shares
|
$128,270
0.0% of portfolio
|
Q2 2025
Added 51.59%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
7,274
shares
|
$122,930
0.0% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,214
shares
|
$105,016
0.0% of portfolio
|
Q3 2025
Reduced 44.18%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
4,961
shares
|
$83,840
0.05% of portfolio
|
Q2 2025
Added 24705.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,659
shares
|
$78,737
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,399
shares
|
$57,443
0.0% of portfolio
|
Q3 2025
Added 51.47%
|