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 94 institutions that hold shares in the stock, with a total of 5.14 Million shares, which have been reported (via 13F filing form) to have a value of $90 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
39,025
shares
|
$682,937
0.33% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
38,722
shares
|
$677,635
0.0% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
38,681
shares
|
$676,917
0.25% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
36,907
shares
|
$645,872
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
35,615
shares
|
$623,262
0.02% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
35,535
shares
|
$621,862
0.14% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
34,217
shares
|
$598,797
0.04% of portfolio
|
Q3 2025
Reduced 22.96%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
32,980
shares
|
$577,150
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
32,642
shares
|
$571,235
0.13% of portfolio
|
Q3 2025
Reduced 65.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
32,579
shares
|
$570,132
0.03% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
31,065
shares
|
$543,637
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
29,719
shares
|
$520,082
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
29,701
shares
|
$519,767
0.0% of portfolio
|
Q3 2025
Added 21.45%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
29,269
shares
|
$512,207
0.29% of portfolio
|
Q3 2025
Reduced 47.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
29,043
shares
|
$508,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
28,667
shares
|
$501,672
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
25,473
shares
|
$445,777
0.45% of portfolio
|
Q1 2024
Added 5.88%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
20,872
shares
|
$365,260
0.33% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
18,223
shares
|
$318,902
0.01% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,582
shares
|
$307,685
0.1% of portfolio
|
Q4 2024
Reduced 71.9%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,276
shares
|
$302,330
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,230
shares
|
$301,525
0.01% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
16,313
shares
|
$285,477
0.13% of portfolio
|
Q3 2025
Reduced 39.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,257
shares
|
$284,497
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
16,075
shares
|
$281,312
0.0% of portfolio
|
Q3 2025
Reduced 5.86%
|
|