Purchases and Sales Made in Q2 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
387K+ 27.92% |
$5.4M - $7.73M
|
1.77M
$30.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
301K+ 34.48% |
$4.21M - $6.01M
|
1.17M
$20M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
127K+ 36.75% |
$1.78M - $2.55M
|
474K
$8.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
109K+ 145.22% |
$1.52M - $2.17M
|
183K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
69.3K+ 121.09% |
$968K - $1.38M
|
126K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
51.3KNew |
$717K - $1.03M
|
51.3K
$874K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
49.1K+ 194.31% |
$686K - $981K
|
74.3K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36.8K+ 199.64% |
$514K - $736K
|
55.3K
$941K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
33.6K+ 28.7% |
$470K - $672K
|
151K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32.1K+ 60.7% |
$448K - $641K
|
84.9K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.1KNew |
$434K - $621K
|
31.1K
$529K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.6K+ 22.5% |
$218K - $312K
|
85.2K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.1K+ 19.05% |
$210K - $301K
|
94.1K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10KNew |
$140K - $200K
|
10K
$170K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.82K+ 46.97% |
$109K - $156K
|
24.5K
$416K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
6.43KNew |
$89.8K - $128K
|
6.43K
$109K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
5.32K+ 15.94% |
$74.3K - $106K
|
38.7K
$659K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.94K+ 24705.0% |
$69K - $98.7K
|
4.96K
$84.5K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.91K+ 38.61% |
$68.6K - $98.1K
|
17.6K
$300K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.1K+ 13.79% |
$57.3K - $82K
|
33.9K
$577K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.39K+ 11.54% |
$47.3K - $67.7K
|
32.7K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 14.84% |
$30.5K - $43.6K
|
16.9K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$27.9K - $40K
|
2K
$34.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
716+ 3.33% |
$10K - $14.3K
|
22.2K
$378K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
500+ 2.99% |
$6.99K - $9.99K
|
17.2K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
452+ 2.71% |
$6.31K - $9.03K
|
17.1K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
163New |
$2.28K - $3.26K
|
163
$2.78K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
150New |
$2.1K - $3K
|
150
$2.55K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
87+ 3.02% |
$1.22K - $1.74K
|
2.96K
$50.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
55+ 7.19% |
$768 - $1.1K
|
820
$14K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.59% |
$97.8 - $140
|
1.19K
$20.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-22- 0.47% |
$307 - $440
|
4.66K
$79.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-50- 0.33% |
$699 - $999
|
15.1K
$257K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-360- 1.63% |
$5.03K - $7.19K
|
21.7K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 5.53% |
$14K - $20K
|
17.1K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.92K- 3.83% |
$26.9K - $38.4K
|
48.3K
$822K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.19K- 0.67% |
$30.5K - $43.7K
|
325K
$5.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-3.32K- 0.87% |
$46.4K - $66.4K
|
380K
$6.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-3.6K- 24.81% |
$50.2K - $71.8K
|
10.9K
$186K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.74K- 9.64% |
$66.2K - $94.7K
|
44.4K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 52.27% |
$233K - $333K
|
15.2K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-17K- 45.22% |
$238K - $340K
|
20.6K
$351K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-19.1K- 41.56% |
$267K - $382K
|
26.9K
$458K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.7K- 91.35% |
$331K - $474K
|
2.24K
$38.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-37.6K- 46.94% |
$526K - $752K
|
42.5K
$724K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-69.7K- 29.94% |
$974K - $1.39M
|
163K
$2.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-171K- 51.21% |
$2.39M - $3.42M
|
163K
$2.78M
|