Purchases and Sales Made in Q1 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
535K+ 62.92% |
$9.58M - $11.6M
|
1.38M
$23.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
459K+ 110.58% |
$8.22M - $9.95M
|
873K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
347KNew |
$6.21M - $7.52M
|
347K
$5.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
187K+ 375.3% |
$3.35M - $4.06M
|
237K
$4M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
117KNew |
$2.1M - $2.54M
|
117K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
65.7K+ 20.68% |
$1.18M - $1.43M
|
383K
$6.48M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
65.5KNew |
$1.17M - $1.42M
|
65.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
61.8K+ 59.47% |
$1.11M - $1.34M
|
166K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
57.2KNew |
$1.03M - $1.24M
|
57.2K
$967K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
43.8K+ 141.37% |
$785K - $951K
|
74.8K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
37.3KNew |
$668K - $808K
|
37.3K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
34.9KNew |
$625K - $756K
|
34.9K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
34.4KNew |
$616K - $746K
|
34.4K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33.9K+ 179.54% |
$608K - $736K
|
52.8K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30K+ 37.45% |
$537K - $651K
|
110K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30KNew |
$537K - $650K
|
30K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
23.2K+ 34.16% |
$416K - $503K
|
91.1K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
22.6K+ 94.64% |
$406K - $491K
|
46.6K
$787K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.1KNew |
$396K - $480K
|
22.1K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19.2K+ 32.11% |
$344K - $417K
|
79.1K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1KNew |
$325K - $393K
|
18.1K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 5.55% |
$308K - $373K
|
327K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.7KNew |
$299K - $362K
|
16.7K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.6KNew |
$298K - $361K
|
16.6K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
15.5K+ 3.19% |
$278K - $337K
|
502K
$8.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
15.2KNew |
$271K - $329K
|
15.2K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
14.9K+ 424.76% |
$267K - $324K
|
18.4K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
14.5KNew |
$260K - $315K
|
14.5K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.7K+ 18.7% |
$246K - $298K
|
87.1K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$234K - $283K
|
13.1K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12.5KNew |
$225K - $272K
|
12.5K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.7KNew |
$192K - $233K
|
10.7K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.64K+ 9.68% |
$173K - $209K
|
109K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.45K+ 23.81% |
$169K - $205K
|
49.2K
$831K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.12K+ 56.45% |
$163K - $198K
|
25.3K
$427K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.77K+ 14.44% |
$157K - $190K
|
69.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.31K+ 9.24% |
$149K - $180K
|
98.2K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.34K+ 28.21% |
$132K - $159K
|
33.4K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
7.18K+ 9.84% |
$129K - $156K
|
80.2K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.96K+ 8.56% |
$71K - $85.9K
|
50.2K
$849K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.61K+ 13.81% |
$64.7K - $78.3K
|
29.8K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3.44KNew |
$61.7K - $74.7K
|
3.44K
$58.2K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.35K+ 9.72% |
$60.1K - $72.7K
|
37.8K
$640K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3KNew |
$53.8K - $65.2K
|
3K
$50.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.88KNew |
$51.6K - $62.4K
|
2.88K
$48.6K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.5K+ 1250.0% |
$44.8K - $54.3K
|
2.7K
$45.6K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
2.08K+ 9.79% |
$37.3K - $45.2K
|
23.4K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.03K+ 940.28% |
$36.4K - $44.1K
|
2.25K
$38K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.34K+ 6.62% |
$23.9K - $29K
|
21.5K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
650+ 565.22% |
$11.6K - $14.1K
|
765
$12.9K
|