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 93 institutions that hold shares in the stock, with a total of 5.14 Million shares, which have been reported (via 13F filing form) to have a value of $90 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,238
shares
|
$266,665
0.04% of portfolio
|
Q2 2025
Reduced 52.27%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
15,100
shares
|
$264,250
0.07% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,984
shares
|
$262,220
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,775
shares
|
$258,562
0.0% of portfolio
|
Q3 2025
Reduced 16.18%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
14,130
shares
|
$247,275
0.09% of portfolio
|
Q3 2025
Reduced 52.08%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
10,061
shares
|
$176,067
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,061
shares
|
$176,067
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$175,000
0.02% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
10,000
shares
|
$175,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,247
shares
|
$161,822
0.0% of portfolio
|
Q3 2025
Reduced 45.19%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
7,274
shares
|
$127,295
0.0% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,214
shares
|
$108,745
0.0% of portfolio
|
Q3 2025
Reduced 44.18%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
5,200
shares
|
$91,000
0.06% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,736
shares
|
$82,880
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,399
shares
|
$59,482
0.0% of portfolio
|
Q3 2025
Added 51.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,038
shares
|
$53,165
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,767
shares
|
$48,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
2,654
shares
|
$46,445
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,250
shares
|
$39,375
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$35,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,665
shares
|
$29,137
0.0% of portfolio
|
Q3 2025
Added 357.42%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,300
shares
|
$22,750
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,193
shares
|
$20,877
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,003
shares
|
$17,552
0.0% of portfolio
|
Q3 2025
Added 92.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
704
shares
|
$12,320
0.0% of portfolio
|
Q3 2025
Reduced 90.72%
|
|