Purchases and Sales Made in Q2 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q2 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-22- 0.47% |
$307 - $440
|
4.66K
$82.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-50- 0.33% |
$699 - $999
|
15.1K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-88- 0.38% |
$1.23K - $1.76K
|
23.3K
$415K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-360- 1.63% |
$5.03K - $7.19K
|
21.7K
$387K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-938- 72.04% |
$13.1K - $18.7K
|
364
$6.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-945- 42.06% |
$13.2K - $18.9K
|
1.3K
$23.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 5.53% |
$14K - $20K
|
17.1K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.48K- 65.85% |
$20.7K - $29.6K
|
767
$13.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.71K- 1.96% |
$23.8K - $34.1K
|
85.4K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.92K- 3.83% |
$26.9K - $38.4K
|
48.3K
$860K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.19K- 0.67% |
$30.5K - $43.7K
|
325K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.16K- 19.42% |
$44.1K - $63.1K
|
13.1K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-3.32K- 0.87% |
$46.4K - $66.4K
|
380K
$6.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-3.6K- 24.81% |
$50.2K - $71.8K
|
10.9K
$194K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.74K- 9.64% |
$66.2K - $94.7K
|
44.4K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.37K- 29.66% |
$75.1K - $107K
|
12.7K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.4K- 18.78% |
$159K - $228K
|
49.3K
$877K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 52.27% |
$233K - $333K
|
15.2K
$271K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-17K- 45.22% |
$238K - $340K
|
20.6K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-19.1K- 41.56% |
$267K - $382K
|
26.9K
$479K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.7K- 91.35% |
$331K - $474K
|
2.24K
$39.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-37.6K- 46.94% |
$526K - $752K
|
42.5K
$757K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-69.7K- 29.94% |
$974K - $1.39M
|
163K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-97.1K- 88.24% |
$1.36M - $1.94M
|
12.9K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-171K- 51.21% |
$2.39M - $3.42M
|
163K
$2.9M
|