Latest Institutional Purchases of Simplify ETF Simplify Volatili (SVOL)
This list provides information on the latest institutional transactions involving Simplify ETF Simplify Volatili (SVOL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
114KNew |
$1.59M - $2.28M
|
114K
$1.94M
|
|
|
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 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53.4KNew |
$746K - $1.07M
|
53.4K
$909K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
29.5KNew |
$412K - $589K
|
29.5K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.5K+ 67.59% |
$370K - $530K
|
65.8K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.5K+ 14.16% |
$328K - $469K
|
189K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
20.7K+ 599.97% |
$289K - $413K
|
24.1K
$411K
|
|
|
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 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.33K+ 21.31% |
$102K - $146K
|
41.7K
$711K
|
|
|
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 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.16K+ 25.21% |
$44.1K - $63.1K
|
15.7K
$267K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.58K+ 51.59% |
$36.1K - $51.6K
|
7.59K
$129K
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.6K+ 7.93% |
$22.3K - $31.9K
|
21.7K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
962+ 2.54% |
$13.4K - $19.2K
|
38.8K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
959+ 9.43% |
$13.4K - $19.2K
|
11.1K
$190K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
716+ 3.33% |
$10K - $14.3K
|
22.2K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
522+ 1.6% |
$7.29K - $10.4K
|
33.2K
$565K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
500+ 2.99% |
$6.99K - $9.99K
|
17.2K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
453New |
$6.33K - $9.05K
|
453
$7.71K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
452+ 2.71% |
$6.31K - $9.03K
|
17.1K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
451+ 5.09% |
$6.3K - $9.01K
|
9.3K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
313New |
$4.37K - $6.25K
|
313
$5.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
306+ 2.49% |
$4.27K - $6.11K
|
12.6K
$215K
|
|
|
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
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$1.4K - $2K
|
100
$1.7K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|