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 100 institutions that hold shares in the stock, with a total of 7.37 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,444
shares
|
$60,511
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,004
shares
|
$52,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,877
shares
|
$50,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,700
shares
|
$47,439
0.02% of portfolio
|
Q1 2025
Added 1250.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,654
shares
|
$46,630
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,250
shares
|
$39,532
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,247
shares
|
$39,479
0.0% of portfolio
|
Q4 2024
Reduced 43.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,246
shares
|
$39,462
0.0% of portfolio
|
Q1 2025
Reduced 84.74%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,179
shares
|
$20,715
0.0% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
765
shares
|
$13,441
0.01% of portfolio
|
Q1 2025
Added 565.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
687
shares
|
$12,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
662
shares
|
$11,631
0.0% of portfolio
|
Q1 2025
Reduced 55.87%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
521
shares
|
$9,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
472
shares
|
$8,293
0.0% of portfolio
|
Q1 2025
Reduced 94.38%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
382
shares
|
$6,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
90
shares
|
$1,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
86
shares
|
$1,511
0.0% of portfolio
|
Q1 2025
Reduced 82.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49
shares
|
$860
0.0% of portfolio
|
Q1 2025
Reduced 89.06%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
33
shares
|
$579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
20
shares
|
$351
0.05% of portfolio
|
Q1 2025
Reduced 99.56%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
8
shares
|
$140
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q3 2023
Reduced 95.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|