Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SVOL
- CUSIP Number: 82889n863
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 965k | $17M | -46% | Sep 2025 |
|
| Beacon Capital Management | 604k | $11M | -49% | Sep 2025 |
|
| Elevated Capital Advisors | 346k | $6.2M | 46% | Sep 2025 |
|
| POM Investment Strategies | 315k | $5.7M | -34% | Sep 2025 |
|
| Jane Street | 272k | $4.9M | 138% | Sep 2025 |
|
| Visionary Wealth Advisors | 202k | $3.6M | 7% | Sep 2025 |
|
| Owen LaRue | 171k | $3.1M | 35% | Sep 2025 |
|
| Legacy Investment Solutions | 163k | $3.0M | 100% | Jun 2025 |
|
| Commonwealth Equity Services | 157k | $2.8M | -52% | Sep 2025 |
|
| Tactive Advisors | 115k | $2.1M | 16% | Sep 2025 |
|
| One Capital Management | 110k | $2.0M | 100% | Sep 2025 |
|
| Legacy Wealth Managment | 108k | $1.9M | -34% | Sep 2025 |
|
| Belvedere Trading | 107k | $1.9M | 74% | Sep 2025 |
|
| Citadel Advisors | 100k | $1.8M | -8% | Sep 2025 |
|
| Authentikos Wealth Advisory | 90k | $1.6M | -40% | Sep 2025 |
|
| Park Edge Advisors | 90k | $1.6M | 5% | Sep 2025 |
|
| J Hagan Capital | 82k | $1.5M | 20% | Sep 2025 |
|
| Captrust Financial Advisors | 79k | $1.4M | -8% | Sep 2025 |
|
| Ieq Capital | 73k | $1.3M | 100% | Sep 2025 |
|
| LPL Financial | 61k | $1.1M | 25% | Sep 2025 |
|
| Andina Capital Management | 54k | $980k | 28% | Sep 2025 |
|
| B.O.S.S. Retirement Advisors | 54k | $966k | -28% | Sep 2025 |
|
| Cambridge Advisors | 48k | $855k | -2% | Sep 2025 |
|
| Discipline Wealth Solutions | 46k | $818k | 100% | Sep 2025 |
|
| Claris Financial | 44k | $809k | 100% | Jun 2025 |
|
| Blackston Financial Advisory Group | 41k | $728k | -21% | Sep 2025 |
|
| Napa Wealth Management | 39k | $703k | 1% | Sep 2025 |
|
| Old Mission Capital | 39k | $697k | -27% | Sep 2025 |
|
| Clarity Capital Partners | 39k | $711k | 16% | Jun 2025 |
|
| Summit Financial | 37k | $664k | 100% | Sep 2025 |
|
| Sigma Planning | 36k | $641k | 5% | Sep 2025 |
|
| Fiduciary Alliance | 34k | $616k | -23% | Sep 2025 |
|
| Collaborative Wealth Managment | 33k | $594k | 1% | Sep 2025 |
|
| Drive Wealth Management | 33k | $588k | -65% | Sep 2025 |
|
| Ausdal Financial Partners | 33k | $586k | -2% | Sep 2025 |
|
| Streettalk Advisors | 31k | $559k | 0% | Sep 2025 |
|
| Mml Investors Services | 30k | $535k | 100% | Sep 2025 |
|
| Decker Retirement Planning | 29k | $527k | -47% | Sep 2025 |
|
| Envestnet Asset Management | 29k | $523k | 100% | Sep 2025 |
|
| Soltis Investment Advisors | 29k | $516k | 100% | Sep 2025 |
|
| Bank Of Montreal | 25k | $450k | 100% | Jun 2025 |
|
| Luminist Capital | 21k | $379k | -10% | Sep 2025 |
|
| RFG Advisory | 18k | $328k | -16% | Sep 2025 |
|
| Creative Planning | 17k | $311k | 1% | Sep 2025 |
|
| Atria Wealth Solutions | 17k | $317k | 3% | Jun 2025 |
|
| Compass Capital Corp | 16k | $291k | -39% | Sep 2025 |
|
| Janney Montgomery Scott | 16k | $289k | -6% | Sep 2025 |
|
| Smith Anglin Financial | 15k | $280k | -52% | Jun 2025 |
|
| Straight Path Wealth Management | 15k | $272k | 0% | Sep 2025 |
|
| Wealthcare Advisory Partners | 15k | $270k | 100% | Sep 2025 |
|
| HighTower Advisors | 15k | $266k | -16% | Sep 2025 |
|
| Guerra Advisors | 14k | $254k | -52% | Sep 2025 |
|
| Private Advisor | 11k | $196k | 100% | Sep 2025 |
|
| Koshinski Asset Management | 10k | $181k | 100% | Sep 2025 |
|
| Advisor OS | 10k | $181k | 100% | Sep 2025 |
|
| Hanson McClain Advisors | 10k | $180k | 0% | Sep 2025 |
|
| Aptus Capital Advisors | 9.2k | $166k | -45% | Sep 2025 |
|
| Morgan Stanley | 7.6k | $273k | 100% | Jun 2025 |
|
| CoreCap Advisors | 6.2k | $112k | -44% | Sep 2025 |
|
| Whipplewood Advisors | 5.2k | $94k | 5% | Sep 2025 |
|
| IFP Advisors | 4.7k | $85k | 2% | Sep 2025 |
|
| Farther Finance Advisors | 3.4k | $61k | 51% | Sep 2025 |
|
| CWM | 3.0k | $55k | 2% | Sep 2025 |
|
| Root Financial Partners | 2.8k | $50k | 100% | Sep 2025 |
|
| Anfield Capital Management | 2.7k | $48k | 0% | Sep 2025 |
|
| Huntington National Bank | 2.0k | $36k | 0% | Sep 2025 |
|
| Advisor Group Holdings | 1.7k | $29k | 357% | Sep 2025 |
|
| Crewe Advisors | 1.2k | $22k | 1% | Sep 2025 |
|
| BlackRock | 1.2k | $21k | -50% | Sep 2025 |
|
| Sound Income Strategies | 1.0k | $18k | 93% | Sep 2025 |
|
| Triumph Capital Management | 520.00 | $9.4k | 100% | Sep 2025 |
|
| Stance Capital | 512.00 | $9.2k | 100% | Sep 2025 |
|
| Steward Partners Investment Advisory | 453.00 | $8.2k | 0% | Sep 2025 |
|
| Atlantic Trust | 382.00 | $6.9k | 0% | Sep 2025 |
|
| WealthTrust DunckerStreett | 200.00 | $3.6k | 100% | Sep 2025 |
|
| Scarborough Advisors | 150.00 | $2.8k | 100% | Jun 2025 |
|
| Royal Bank of Canada | 49.00 | $1.0k | 0% | Sep 2025 |
|
| MAI Wealth Advisors | 18.00 | $324.000000 | 100% | Sep 2025 |
|
| TCTC Holdings | 8.00 | $144.000000 | 0% | Sep 2025 |
|
| Larson Financial Group | 1.00 | $15.000000 | 0% | Sep 2025 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Parkside Investments | Jun 2025 | 380k | $7.0M |
| FSA Advisors | Jun 2025 | 184k | $3.4M |
| Arq Wealth Advisors | Jun 2025 | 91k | $1.7M |
| TD Waterhouse Canada | Jun 2025 | 85k | $1.1M |
| Susquehanna International | Jun 2025 | 66k | $1.2M |
| Group One Trading | Jun 2025 | 42k | $767k |
| Park Square Financial Group | Jun 2025 | 24k | $443k |
| CAP Partners | Jun 2025 | 22k | $409k |
| JT Stratford | Jun 2025 | 22k | $399k |
| Aspen Wealth Strategies | Jun 2025 | 21k | $379k |
| Transce3nd | Jun 2025 | 16k | $289k |
| CLS Investments | Jun 2025 | 13k | $241k |
| Hrt Financial | Jun 2025 | 13k | $234k |
| Vista Investment Management | Jun 2025 | 13k | $232k |
| Tounjian Advisory Partners | Jun 2025 | 11k | $198k |
| SRS Capital Advisors | Jun 2025 | 9.3k | $171k |
| Iron Horse Wealth Management | Mar 2025 | 2.7k | $49k |
| Pin Oak Investment Advisors | Jun 2025 | 820.00 | $14k |
| UBS Group | Jun 2025 | 767.00 | $14k |
| Jpmorgan Chase & Co | Mar 2025 | 472.00 | $8.6k |
| Raymond James Financial | Jun 2025 | 313.00 | $5.8k |
| Parallel Advisors | Jun 2025 | 163.00 | $3.0k |
| National Bank Of Canada /fi/ | Jun 2025 | 33.00 | $602.999100 |