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
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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 | 764k | $13M | -21% | Dec 2025 |
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| Elevated Capital Advisors | 414k | $7.3M | 20% | Dec 2025 |
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| Owen LaRue | 333k | $5.9M | 95% | Dec 2025 |
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| POM Investment Strategies | 205k | $3.6M | -35% | Dec 2025 |
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| Visionary Wealth Advisors | 188k | $3.3M | -7% | Dec 2025 |
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| Commonwealth Equity Services | 159k | $2.8M | 1% | Dec 2025 |
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| Key Capital Management | 148k | $2.6M | 100% | Dec 2025 |
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| Howard Bailey Securities | 135k | $2.4M | -38% | Sep 2025 |
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| Beacon Capital Management | 114k | $2.0M | -81% | Dec 2025 |
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| One Capital Management | 108k | $1.9M | -1% | Dec 2025 |
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| Legacy Wealth Managment | 102k | $1.8M | -5% | Dec 2025 |
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| Citadel Advisors | 100k | $1.8M | -8% | Sep 2025 |
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| Park Edge Advisors | 95k | $1.7M | 6% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 94k | $1.7M | 75% | Dec 2025 |
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| Jane Street | 87k | $1.5M | -68% | Dec 2025 |
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| FSA Advisors | 87k | $1.5M | 100% | Dec 2025 |
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| Ieq Capital | 73k | $1.3M | 0% | Dec 2025 |
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| Captrust Financial Advisors | 72k | $1.3M | -8% | Dec 2025 |
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| Authentikos Wealth Advisory | 65k | $1.1M | -28% | Dec 2025 |
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| Tactive Advisors | 61k | $1.1M | -47% | Dec 2025 |
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| Greenberg Financial Group | 56k | $985k | 100% | Dec 2025 |
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| LPL Financial | 56k | $983k | -9% | Dec 2025 |
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| Discipline Wealth Solutions | 55k | $961k | 20% | Dec 2025 |
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| Claris Financial | 49k | $852k | 10% | Dec 2025 |
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| Cambridge Advisors | 48k | $840k | 1% | Dec 2025 |
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| Blackston Financial Advisory Group | 46k | $808k | 14% | Dec 2025 |
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| Andina Capital Management | 46k | $802k | -16% | Dec 2025 |
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| Napa Wealth Management | 39k | $703k | 1% | Sep 2025 |
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| Sigma Planning | 38k | $658k | 5% | Dec 2025 |
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| Old Mission Capital | 33k | $585k | -14% | Dec 2025 |
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| Envestnet Asset Management | 32k | $560k | 10% | Dec 2025 |
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| Streettalk Advisors | 31k | $546k | 0% | Dec 2025 |
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| Networth Advisors | 30k | $526k | 100% | Dec 2025 |
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| Summit Financial | 29k | $515k | -21% | Dec 2025 |
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| Mml Investors Services | 29k | $513k | -2% | Dec 2025 |
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| Guild Investment Management | 19k | $337k | 100% | Dec 2025 |
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| RFG Advisory | 18k | $320k | 0% | Dec 2025 |
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| Farther Finance Advisors | 18k | $309k | 418% | Dec 2025 |
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| Fiduciary Alliance | 17k | $303k | -50% | Dec 2025 |
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| Collaborative Wealth Managment | 17k | $291k | -50% | Dec 2025 |
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| Compass Capital Corp | 16k | $285k | 1% | Dec 2025 |
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| Fiscal Wisdom Wealth Management | 16k | $276k | 100% | Dec 2025 |
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| Wealthcare Advisory Partners | 16k | $275k | 4% | Dec 2025 |
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| Soltis Investment Advisors | 15k | $258k | -49% | Dec 2025 |
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| Mosley Wealth Management | 14k | $259k | 100% | Dec 2025 |
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| Guerra Advisors | 14k | $254k | -52% | Sep 2025 |
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| Lloyd Advisory Services | 14k | $248k | 100% | Dec 2025 |
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| Decker Retirement Planning | 12k | $213k | -59% | Dec 2025 |
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| Advisor OS | 12k | $207k | 17% | Dec 2025 |
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| Koshinski Asset Management | 12k | $207k | 17% | Dec 2025 |
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| J Hagan Capital | 11k | $195k | -86% | Dec 2025 |
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| Ignite Planners | 11k | $183k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 10k | $176k | 0% | Dec 2025 |
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| SRS Capital Advisors | 9.9k | $174k | 100% | Dec 2025 |
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| Aptus Capital Advisors | 9.2k | $162k | 0% | Dec 2025 |
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| CoreCap Advisors | 5.7k | $100k | -9% | Dec 2025 |
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| Whipplewood Advisors | 5.5k | $97k | 6% | Dec 2025 |
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| Luminist Capital | 5.3k | $94k | -74% | Dec 2025 |
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| IFP Advisors | 3.7k | $64k | -23% | Dec 2025 |
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| Financial Perspectives | 3.4k | $59k | 100% | Dec 2025 |
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| Kestra Advisory Services | 3.1k | $55k | 100% | Dec 2025 |
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| CWM | 3.1k | $55k | 3% | Dec 2025 |
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| Anfield Capital Management | 2.7k | $47k | 0% | Dec 2025 |
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| Huntington National Bank | 2.0k | $35k | 0% | Dec 2025 |
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| SHP Wealth Management | 1.6k | $28k | 100% | Dec 2025 |
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| Sound Income Strategies | 1.5k | $26k | 46% | Dec 2025 |
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| Advisor Group Holdings | 1.4k | $24k | -18% | Dec 2025 |
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| Hartland & Co | 1.3k | $22k | 100% | Dec 2025 |
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| Crewe Advisors | 1.2k | $21k | 0% | Dec 2025 |
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| BlackRock | 1.2k | $21k | 0% | Dec 2025 |
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| Us Bancorp | 900.00 | $16k | 100% | Dec 2025 |
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| Tucker Asset Management | 716.00 | $13k | 100% | Dec 2025 |
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| UBS Group | 605.00 | $11k | 100% | Dec 2025 |
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| Triumph Capital Management | 520.00 | $9.1k | 100% | Dec 2025 |
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| Stance Capital | 512.00 | $9.2k | 100% | Sep 2025 |
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| Root Financial Partners | 257.00 | $4.5k | -91% | Dec 2025 |
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| WealthTrust DunckerStreett | 200.00 | $3.5k | 0% | Dec 2025 |
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| MRP Capital Investments | 200.00 | $3.5k | 100% | Dec 2025 |
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| Royal Bank of Canada | 49.00 | $1.0k | 0% | Sep 2025 |
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| TCTC Holdings | 8.00 | $140.000000 | 0% | Dec 2025 |
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| Larson Financial Group | 1.00 | $15.000000 | 0% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Belvedere Trading | Sep 2025 | 107k | $1.9M |
| Drive Wealth Management | Sep 2025 | 33k | $588k |
| Ausdal Financial Partners | Sep 2025 | 33k | $586k |
| Creative Planning | Sep 2025 | 17k | $311k |
| Janney Montgomery Scott | Sep 2025 | 16k | $289k |
| Straight Path Wealth Management | Sep 2025 | 15k | $272k |
| HighTower Advisors | Sep 2025 | 15k | $266k |
| Private Advisor | Sep 2025 | 11k | $196k |
| Steward Partners Investment Advisory | Sep 2025 | 453.00 | $8.2k |
| Atlantic Trust | Sep 2025 | 382.00 | $6.9k |
| Scarborough Advisors | Jun 2025 | 150.00 | $2.8k |
| MAI Wealth Advisors | Sep 2025 | 18.00 | $324.000000 |