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 64 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,600
shares
|
$36,160
0.0% of portfolio
|
Q1 2024
Added 28.0%
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
1,600
shares
|
$36,160
0.02% of portfolio
|
Q4 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
1,589
shares
|
$35,911
0.0% of portfolio
|
Q1 2024
New holding
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
1,585
shares
|
$35,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
398
shares
|
$8,994
0.0% of portfolio
|
Q1 2024
Reduced 48.91%
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
295
shares
|
$6,667
0.0% of portfolio
|
Q1 2024
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
226
shares
|
$5,107
0.0% of portfolio
|
Q1 2024
Added 85.25%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
220
shares
|
$4,972
0.0% of portfolio
|
Q3 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
220
shares
|
$4,972
0.0% of portfolio
|
Q3 2023
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 13, 2024 Q1 2024 |
100
shares
|
$2,260
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2023
Reduced 95.0%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q1 2024
Reduced 99.85%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|