SIMPLIFY EXCHANGE TRADED FUN (SVOL)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
71
Reporting holders
$62.6M
Reported value
6.1%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $12.6M | 787,825 | 0.06% | 13q | +12.6%+$1.4M |
| Owen LaRue, LLC | $7.4M | 462,950 | 2.58% | 6q | +98.8%+$3.7M |
| Elevated Capital Advisors, LLC | $5.6M | 346,217 | 1.53% | 7q | +13.6%+$666.9K |
| FSA Advisors, Inc. | $3.2M | 197,036 | 0.72% | 3q | +129.0%+$1.8M |
| Key Capital Management, INC | $3.0M | 185,930 | 1.54% | 3q | +9.0%+$247.5K |
| JANE STREET GROUP, LLC | $3.0M | options only | 0.00% | 5q | OPTIONS |
| Visionary Wealth Advisors | $2.6M | 161,568 | 0.10% | 12q | -9.1%-$258.2K |
| One Capital Management, LLC | $2.0M | 129,710 | 0.06% | 4q | HELD |
| HOWARD BAILEY SECURITIES, LLC | $2.0M | 123,270 | 0.74% | 6q | +1.3%+$26.0K |
| Park Edge Advisors, LLC | $1.9M | 119,051 | 0.40% | 13q | +21.9%+$342.9K |
| B.O.S.S. Retirement Advisors, LLC | $1.7M | 108,800 | 0.47% | 7q | +8.5%+$137.3K |
| CAPTRUST FINANCIAL ADVISORS | $1.2M | 72,633 | 0.00% | 13q | -10.9%-$142.7K |
| CITADEL ADVISORS LLC | $1.1M | 13,745 | 0.00% | 12q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 67,846 | 0.00% | 14q | -44.9%-$885.4K |
| Authentikos Wealth Advisory, LLC | $931.6K | 58,082 | 0.59% | 6q | -3.8%-$37.2K |
| Blackston Financial Advisory Group, LLC | $909.7K | 56,716 | 0.51% | 5q | +7.1%+$60.5K |
| Tactive Advisors, LLC | $835.8K | 52,106 | 0.21% | 5q | -9.9%-$92.2K |
| Beacon Capital Management, LLC | $832.6K | 51,910 | 0.12% | 7q | -26.6%-$302.1K |
| Cambridge Advisors Inc. | $827.8K | 51,609 | 0.14% | 20q | +4.3%+$34.0K |
| Mosley Wealth Management | $740.6K | 46,173 | 0.24% | 3q | +347.2%+$575.0K |
| Legacy Wealth Managment, LLC/ID | $718.5K | 44,796 | 0.30% | 8q | -55.2%-$883.9K |
| Discipline Wealth Solutions, LLC | $699.6K | 43,617 | 0.06% | 4q | +24.5%+$137.8K |
| Networth Advisors, LLC | $656.9K | 40,955 | 0.38% | 3q | +13.4%+$77.6K |
| Sigma Planning Corp | $647.2K | 40,351 | 0.02% | 8q | +3.8%+$23.7K |
| MML INVESTORS SERVICES, LLC | $638.1K | 39,781 | 0.00% | 4q | +22.4%+$116.7K |
| ENVESTNET ASSET MANAGEMENT INC | $622.7K | 38,824 | 0.00% | 4q | +17.2%+$91.3K |
| Maridea Wealth Management LLC | $545.4K | 34,004 | 0.06% | 2q | +32.9%+$135.0K |
| LPL Financial LLC | $476.8K | 29,727 | 0.00% | 8q | -10.2%-$54.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $354.0K | 22,071 | 0.00% | 2q | +100.4%+$177.4K |
| MATHER GROUP, LLC. | $331.6K | 20,671 | 0.00% | 2q | -31.2%-$150.3K |
| Lloyd Advisory Services, LLC. | $327.2K | 20,401 | 0.13% | new | NEW |
| Wealthcare Advisory Partners LLC | $296.8K | 18,507 | 0.01% | 4q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $288.4K | 17,981 | 0.02% | new | NEW |
| OLD MISSION CAPITAL LLC | $272.7K | 17,003 | 0.00% | 5q | +67.5%+$109.9K |
| Fiduciary Alliance LLC | $220.1K | 13,724 | 0.01% | 7q | +1.1%+$2.4K |
| Ignite Planners, LLC | $207.4K | 12,886 | 0.03% | 3q | +14.1%+$25.7K |
| Decker Retirement Planning Inc. | $191.9K | 11,961 | 0.07% | 7q | +3.4%+$6.4K |
| ZAZOVE ASSOCIATES LLC | $174.8K | 10,900 | 0.01% | new | NEW |
| Arkadios Wealth Advisors | $172.0K | 10,721 | 0.00% | 2q | +5.4%+$8.8K |
| Stirlingshire Investments, Inc. | $162.8K | 10,150 | 0.12% | 3q | -54.2%-$192.9K |
| Allworth Financial LP | $160.4K | 10,000 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $152.8K | 9,524 | 0.00% | 3q | -6.2%-$10.2K |
| Luminist Capital LLC | $149.3K | 9,415 | 0.17% | 7q | +37.4%+$40.6K |
| Strive Financial Group ,LLC | $145.9K | 9,094 | 0.03% | 3q | +151.1%+$87.8K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $99.9K | 6,230 | 0.04% | new | NEW |
| Aptus Capital Advisors, LLC | $75.4K | 4,702 | 0.00% | 10q | -42.0%-$54.7K |
| CoreCap Advisors, LLC | $61.5K | 3,837 | 0.00% | 10q | -31.1%-$27.7K |
| POM Investment Strategies, LLC | $52.9K | 3,300 | 0.06% | 6q | -55.6%-$66.2K |
| JPMORGAN CHASE & CO | $52.5K | 3,293 | 0.00% | 2q | +29.1%+$11.8K |
| Farther Finance Advisors, LLC | $44.2K | 2,758 | 0.00% | 8q | +5.3%+$2.2K |
| HUNTINGTON NATIONAL BANK | $32.1K | 2,000 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $32.1K | 2,000 | 0.00% | new | NEW |
| Crewe Advisors LLC | $19.5K | 1,217 | 0.00% | 7q | +2.0% |
| Clearstead Advisors, LLC | $19.3K | 1,206 | 0.00% | 3q | -18.0%-$4.2K |
| BlackRock, Inc. | $19.1K | 1,188 | 0.00% | 6q | HELD |
| Montgomery Financial Services LLC | $17.8K | 1,110 | 0.02% | new | FIRST |
| Buck Wealth Strategies, LLC | $17.2K | 1,071 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $16.0K | 999 | 0.00% | 2q | -92.2%-$188.9K |
| Allied Private Wealth LLC | $16.0K | 1,000 | 0.01% | new | FIRST |
| SHP Wealth Management | $12.2K | 760 | 0.00% | 3q | HELD |
| Smartleaf Asset Management LLC | $10.9K | 685 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $4.4K | 273 | 0.00% | 14q | +10.5% |
| UBS Group AG | $3.8K | 237 | 0.00% | 3q | -75.5%-$11.7K |
| DUNCKER STREETT & CO INC | $3.2K | 200 | 0.00% | 4q | HELD |
| MRP Capital Investments, LLC | $3.2K | 200 | 0.00% | 3q | HELD |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $2.1K | 131 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.7K | 106 | 0.00% | 10q | -97.5%-$66.2K |
| Larson Financial Group LLC | $1.6K | 101 | 0.00% | 13q | +10000.0%+$1.6K |
| Silver Grove Financial Group, Inc. | $144 | 9 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $112 | 7 | 0.00% | new | NEW |
| MORGAN STANLEY | $53 | 3 | 0.00% | 17q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 71 | $62.6M | 3,668,864 | 9 | 30 | 19 | 6.1% |
| Q1 2026 | 79 | $60.9M | 3,698,050 | 12 | 26 | 26 | 6.8% |
| Q4 2025 | 81 | $75.8M | 4,145,819 | 15 | 20 | 27 | 4.0% |
| Q3 2025 | 73 | $89.6M | 4,671,649 | 16 | 22 | 26 | 6.2% |
| Q2 2025 | 82 | $135.0M | 7,228,290 | 14 | 37 | 20 | 2.0% |
| Q1 2025 | 86 | $123.2M | 6,645,229 | 20 | 32 | 24 | 1.9% |
| Q4 2024 | 90 | $123.1M | 5,793,627 | 24 | 40 | 15 | 2.0% |
| Q3 2024 | 70 | $100.7M | 4,409,562 | 20 | 28 | 10 | 3.9% |
| Q2 2024 | 59 | $72.4M | 3,181,374 | 12 | 24 | 12 | 0.3% |
| Q1 2024 | 51 | $105.0M | 4,592,346 | 19 | 19 | 8 | 0.9% |
| Q4 2023 | 41 | $85.0M | 3,640,794 | 12 | 15 | 8 | 2.6% |
| Q3 2023 | 32 | $58.0M | 2,551,085 | 11 | 8 | 11 | 1.1% |
| Q2 2023 | 29 | $64.8M | 2,822,053 | 13 | 9 | 6 | 0.0% |
| Q1 2023 | 20 | $55.3M | 2,525,470 | 4 | 9 | 5 | 0.0% |
| Q4 2022 | 17 | $29.5M | 1,348,915 | 3 | 9 | 4 | 0.0% |
| Q3 2022 | 21 | $44.4M | 2,073,864 | 8 | 9 | 4 | 0.0% |
| Q2 2022 | 15 | $48.3M | 2,151,201 | 4 | 9 | 1 | 0.0% |
| Q1 2022 | 12 | $53.9M | 2,195,213 | 4 | 7 | 1 | 0.0% |
| Q4 2021 | 10 | $32.1M | 1,188,376 | 5 | 4 | 0 | 0.0% |
| Q3 2021 | 6 | $20.9M | 787,157 | 4 | 2 | 0 | 0.0% |
| Q2 2021 | 4 | $3.5M | 127,912 | 4 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $365.0K | 14,948 | 0 | 0 | 0 | 0.0% |