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 83 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
52,400
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.32%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
50,769
shares
|
$1.1 Million
0.36% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
48,542
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
46,341
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
40,049
shares
|
$865,458
0.0% of portfolio
|
Q3 2024
Added 75.99%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
38,204
shares
|
$825,588
0.41% of portfolio
|
Q3 2024
Added 81.39%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
37,545
shares
|
$811,347
0.18% of portfolio
|
Q3 2024
Added 30.27%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
35,535
shares
|
$767,911
0.14% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
33,512
shares
|
$724,194
0.08% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
30,379
shares
|
$656,490
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
30,379
shares
|
$656,490
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
29,587
shares
|
$639,375
0.3% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
29,579
shares
|
$639,202
0.1% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
27,132
shares
|
$586,322
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
25,473
shares
|
$550,471
0.45% of portfolio
|
Q1 2024
Added 5.88%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
25,281
shares
|
$546,322
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
22,807
shares
|
$492,859
0.83% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
22,182
shares
|
$479,353
0.31% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
19,737
shares
|
$426,516
0.01% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
18,467
shares
|
$399,071
0.0% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
18,351
shares
|
$396,565
0.3% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
18,160
shares
|
$392,437
0.03% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
18,075
shares
|
$390,600
0.0% of portfolio
|
Q4 2023
Added 42.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,030
shares
|
$346,408
0.0% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,344
shares
|
$331,583
0.01% of portfolio
|
Q3 2024
New holding
|