Purchases and Sales Made in Q3 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
45.5KNew |
$749K - $876K
|
45.5K
$768K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
44.8K+ 35.4% |
$738K - $863K
|
171K
$2.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16.1K+ 16.27% |
$265K - $310K
|
115K
$1.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11.9K+ 27.95% |
$196K - $229K
|
54.4K
$920K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.66K+ 5.47% |
$76.8K - $89.8K
|
89.8K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.77KNew |
$45.6K - $53.3K
|
2.77K
$46.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 51.47% |
$19K - $22.3K
|
3.4K
$57.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
847+ 13.18% |
$14K - $16.3K
|
7.27K
$123K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
482+ 92.51% |
$7.94K - $9.29K
|
1K
$17K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
200New |
$3.3K - $3.85K
|
200
$3.38K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
74+ 2.5% |
$1.22K - $1.43K
|
3.04K
$51.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-794- 1.64% |
$13.1K - $15.3K
|
47.5K
$803K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 5.86% |
$16.5K - $19.3K
|
16.1K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.92K- 44.18% |
$81K - $94.8K
|
6.21K
$105K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.2K- 22.96% |
$168K - $197K
|
34.2K
$578K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-26K- 47.03% |
$428K - $501K
|
29.3K
$495K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-61.5K- 65.31% |
$1.01M - $1.18M
|
32.6K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168K- 51.72% |
$2.77M - $3.24M
|
157K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-806K- 45.51% |
$13.3M - $15.5M
|
965K
$16.3M
|