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 99 institutions that hold shares in the stock, with a total of 6.83 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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
18,118
shares
|
$329,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,075
shares
|
$329,145
0.0% of portfolio
|
Q4 2023
Added 42.6%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,582
shares
|
$320,168
0.1% of portfolio
|
Q4 2024
Reduced 71.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,730
shares
|
$304,653
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,669
shares
|
$303,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,640
shares
|
$303,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,257
shares
|
$296,039
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
15,150
shares
|
$275,881
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
14,690
shares
|
$267,504
0.0% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
13,050
shares
|
$237,640
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
12,717
shares
|
$231,576
0.0% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
12,530
shares
|
$228,171
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
12,305
shares
|
$224,074
0.09% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
10,900
shares
|
$198,489
0.04% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
10,734
shares
|
$195,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
10,173
shares
|
$185,250
0.01% of portfolio
|
Q1 2025
Reduced 91.91%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,100
shares
|
$183,921
0.0% of portfolio
|
Q1 2025
Reduced 86.44%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$182,100
0.02% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,853
shares
|
$161,213
0.01% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,007
shares
|
$91,177
0.0% of portfolio
|
Q1 2025
Reduced 96.78%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,681
shares
|
$85,241
0.0% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,578
shares
|
$83,365
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,444
shares
|
$62,715
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,004
shares
|
$54,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,877
shares
|
$52,390
0.0% of portfolio
|
Q1 2025
New holding
|