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 96 institutions that hold shares in the stock, with a total of 7.14 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
52,833
shares
|
$914,010
0.01% of portfolio
|
Q1 2025
Added 179.54%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
48,288
shares
|
$835,382
0.19% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
46,554
shares
|
$805,384
0.4% of portfolio
|
Q1 2025
Added 94.64%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
46,046
shares
|
$796,595
0.35% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
44,416
shares
|
$768,396
0.06% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
42,536
shares
|
$735,872
0.55% of portfolio
|
Q2 2025
Reduced 46.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
39,235
shares
|
$678,765
0.0% of portfolio
|
Q1 2025
Reduced 49.02%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
38,681
shares
|
$669,181
0.25% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
37,845
shares
|
$654,718
0.39% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
37,616
shares
|
$650,756
0.45% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
35,535
shares
|
$614,755
0.14% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
34,860
shares
|
$603,078
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
34,400
shares
|
$595,120
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
32,661
shares
|
$565,035
0.05% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
29,950
shares
|
$518,135
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
29,756
shares
|
$514,778
0.02% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
29,357
shares
|
$507,876
0.26% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
25,473
shares
|
$440,682
0.45% of portfolio
|
Q1 2024
Added 5.88%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
23,379
shares
|
$404,456
0.46% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
22,106
shares
|
$382,433
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
21,497
shares
|
$371,898
0.28% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
20,116
shares
|
$348,006
0.07% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
18,440
shares
|
$319,012
0.21% of portfolio
|
Q1 2025
Added 424.76%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
18,118
shares
|
$313,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,582
shares
|
$304,168
0.1% of portfolio
|
Q4 2024
Reduced 71.9%
|