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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,230
shares
|
$293,426
0.01% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,121
shares
|
$291,570
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,075
shares
|
$290,787
0.0% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,870
shares
|
$287,296
0.0% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,257
shares
|
$276,856
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
15,689
shares
|
$267,183
0.12% of portfolio
|
Q2 2025
Added 25.21%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,238
shares
|
$259,503
0.04% of portfolio
|
Q2 2025
Reduced 52.27%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
15,100
shares
|
$257,153
0.11% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
13,100
shares
|
$223,093
0.0% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,948
shares
|
$220,504
0.0% of portfolio
|
Q2 2025
Reduced 88.24%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,745
shares
|
$217,047
0.0% of portfolio
|
Q2 2025
Reduced 29.66%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
12,611
shares
|
$214,765
0.09% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
11,132
shares
|
$189,577
0.01% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
10,900
shares
|
$185,627
0.04% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$170,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$170,300
0.02% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
9,304
shares
|
$158,447
0.01% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,590
shares
|
$129,257
0.0% of portfolio
|
Q2 2025
Added 51.59%
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
6,427
shares
|
$109,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
4,961
shares
|
$84,485
0.05% of portfolio
|
Q2 2025
Added 24705.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,659
shares
|
$79,342
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,578
shares
|
$77,963
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,964
shares
|
$50,476
0.0% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,654
shares
|
$45,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,250
shares
|
$38,317
0.03% of portfolio
|
Q2 2023
New holding
|