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 64 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atlas Financial Advisors, Inc.
|
May 13, 2024 Q1 2024 |
24,164
shares
|
$546,106
0.88% of portfolio
|
Q1 2024
New holding
|
|
Andina Capital Management, LLC
Lehi, UT |
Apr 15, 2024 Q1 2024 |
24,033
shares
|
$543,145
0.43% of portfolio
|
Q1 2024
New holding
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
May 13, 2024 Q1 2024 |
22,563
shares
|
$509,923
0.35% of portfolio
|
Q1 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
22,506
shares
|
$508,635
0.13% of portfolio
|
Q1 2024
Added 49.9%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
21,844
shares
|
$493,674
0.34% of portfolio
|
Q1 2024
Reduced 79.22%
|
|
Worth Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
21,740
shares
|
$491,324
0.32% of portfolio
|
Q1 2024
Reduced 52.11%
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
20,633
shares
|
$466,305
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
20,555
shares
|
$464,543
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
19,174
shares
|
$433,332
0.0% of portfolio
|
Q1 2024
Added 100815.79%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
18,106
shares
|
$409,195
0.21% of portfolio
|
Q1 2024
Added 7.86%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
18,075
shares
|
$408,495
0.0% of portfolio
|
Q4 2023
Added 42.6%
|
|
Citizens Financial Group Inc
|
May 17, 2024 Q1 2024 |
15,000
shares
|
$339,000
0.01% of portfolio
|
Q4 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
14,982
shares
|
$338,593
0.0% of portfolio
|
Q1 2024
Added 156.41%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
13,990
shares
|
$316,174
0.0% of portfolio
|
Q1 2024
Reduced 11.38%
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
May 14, 2024 Q1 2024 |
13,915
shares
|
$314,479
0.18% of portfolio
|
Q1 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
10,497
shares
|
$237,232
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
9,881
shares
|
$223,310
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cap Partners, LLC
Franklin, TN |
Apr 18, 2024 Q1 2024 |
9,726
shares
|
$219,807
0.19% of portfolio
|
Q1 2024
New holding
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
9,180
shares
|
$207,468
0.0% of portfolio
|
Q1 2024
Reduced 8.56%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
4,000
shares
|
$90,400
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
3,726
shares
|
$84,207
0.06% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,285
shares
|
$74,241
0.0% of portfolio
|
Q1 2024
Added 37.22%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
2,551
shares
|
$57,652
0.0% of portfolio
|
Q1 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
2,407
shares
|
$54,398
0.01% of portfolio
|
Q1 2024
Added 4.02%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,250
shares
|
$50,850
0.03% of portfolio
|
Q2 2023
New holding
|