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 | 700k | $11M | -8% | Mar 2026 |
|
| Elevated Capital Advisors | 305k | $4.7M | -26% | Mar 2026 |
|
| Cavalier Investments | 261k | $4.0M | 100% | Mar 2026 |
|
| Owen LaRue | 233k | $3.6M | -30% | Mar 2026 |
|
| Jane Street | 203k | $3.1M | 133% | Mar 2026 |
|
| Visionary Wealth Advisors | 178k | $2.7M | -5% | Mar 2026 |
|
| Key Capital Management | 171k | $2.6M | 16% | Mar 2026 |
|
| One Capital Management | 130k | $2.0M | 20% | Mar 2026 |
|
| Commonwealth Equity Services | 123k | $1.9M | -23% | Mar 2026 |
|
| Howard Bailey Securities | 122k | $1.9M | 100% | Mar 2026 |
|
| Park Edge Advisors | 119k | $1.9M | 22% | Jun 2026 |
|
| B.O.S.S. Retirement Advisors | 100k | $1.5M | 6% | Mar 2026 |
|
| Legacy Wealth Managment | 100k | $1.5M | -2% | Mar 2026 |
|
| Citadel Advisors | 98k | $1.5M | 16% | Mar 2026 |
|
| FSA Advisors | 86k | $1.3M | -1% | Mar 2026 |
|
| Captrust Financial Advisors | 82k | $1.3M | 13% | Mar 2026 |
|
| Beacon Capital Management | 71k | $1.1M | -38% | Mar 2026 |
|
| Authentikos Wealth Advisory | 60k | $927k | -7% | Mar 2026 |
|
| Blackston Financial Advisory Group | 53k | $812k | 15% | Mar 2026 |
|
| Claris Financial | 53k | $807k | 9% | Mar 2026 |
|
| Tactive Advisors | 52k | $836k | -10% | Jun 2026 |
|
| Cambridge Advisors | 52k | $828k | 4% | Jun 2026 |
|
| Mosley Wealth Management | 46k | $741k | 347% | Jun 2026 |
|
| Sigma Planning | 39k | $596k | 4% | Mar 2026 |
|
| Networth Advisors | 36k | $554k | 21% | Mar 2026 |
|
| Discipline Wealth Solutions | 35k | $537k | -36% | Mar 2026 |
|
| Envestnet Asset Management | 33k | $508k | 4% | Mar 2026 |
|
| LPL Financial | 33k | $508k | -41% | Mar 2026 |
|
| Mml Investors Services | 33k | $499k | 11% | Mar 2026 |
|
| Streettalk Advisors | 31k | $477k | 0% | Mar 2026 |
|
| Mather Group | 30k | $461k | 100% | Mar 2026 |
|
| Maridea Wealth Management | 26k | $393k | 100% | Mar 2026 |
|
| Stirlingshire Investments | 22k | $340k | 100% | Mar 2026 |
|
| Summit Financial | 22k | $333k | -26% | Mar 2026 |
|
| IMC-Chicago | 21k | $325k | 100% | Mar 2026 |
|
| Belvedere Trading | 21k | $319k | 100% | Mar 2026 |
|
| Wealthcare Advisory Partners | 19k | $297k | 0% | Jun 2026 |
|
| RFG Advisory | 18k | $280k | 0% | Mar 2026 |
|
| Koshinski Asset Management | 14k | $220k | 22% | Mar 2026 |
|
| Fiduciary Alliance | 14k | $217k | -21% | Mar 2026 |
|
| Ignite Planners | 13k | $207k | 14% | Jun 2026 |
|
| Simplex Trading | 13k | $196k | 100% | Mar 2026 |
|
| Advisor OS | 12k | $185k | 2% | Mar 2026 |
|
| Decker Retirement Planning | 12k | $192k | 3% | Jun 2026 |
|
| Susquehanna International | 11k | $169k | 100% | Mar 2026 |
|
| Zazove Associates | 11k | $175k | 0% | Jun 2026 |
|
| Gaddis Premier Wealth Advisors | 11k | $161k | 100% | Mar 2026 |
|
| J Hagan Capital | 10k | $160k | -6% | Mar 2026 |
|
| Arkadios Wealth Advisors | 10k | $156k | 100% | Mar 2026 |
|
| SRS Capital Advisors | 10k | $156k | 2% | Mar 2026 |
|
| Old Mission Capital | 10k | $156k | -70% | Mar 2026 |
|
| Hanson McClain Advisors | 10k | $153k | 0% | Mar 2026 |
|
| Aptus Capital Advisors | 8.1k | $124k | -12% | Mar 2026 |
|
| POM Investment Strategies | 7.4k | $114k | -96% | Mar 2026 |
|
| Luminist Capital | 6.9k | $105k | 28% | Mar 2026 |
|
| Whipplewood Advisors | 5.7k | $87k | 3% | Mar 2026 |
|
| IFP Advisors | 4.2k | $65k | 16% | Mar 2026 |
|
| CoreCap Advisors | 3.8k | $62k | -31% | Jun 2026 |
|
| Strive Financial Group | 3.6k | $56k | 0% | Mar 2026 |
|
| Farther Finance Advisors | 2.8k | $44k | 5% | Jun 2026 |
|
| Anfield Capital Management | 2.7k | $41k | 0% | Mar 2026 |
|
| Huntington National Bank | 2.0k | $31k | 0% | Mar 2026 |
|
| Sound Income Strategies | 1.6k | $25k | 9% | Mar 2026 |
|
| Hartland & Co | 1.5k | $23k | 16% | Mar 2026 |
|
| Crewe Advisors | 1.2k | $18k | 0% | Mar 2026 |
|
| BlackRock | 1.2k | $18k | 0% | Mar 2026 |
|
| Allied Private Wealth | 1.0k | $16k | 100% | Jun 2026 |
|
| UBS Group | 969.00 | $15k | 60% | Mar 2026 |
|
| SHP Wealth Management | 763.00 | $12k | -52% | Mar 2026 |
|
| Smartleaf Asset Management | 685.00 | $10k | 100% | Mar 2026 |
|
| Triumph Capital Management | 520.00 | $8.0k | 0% | Mar 2026 |
|
| Stance Capital | 519.00 | $8.0k | 100% | Mar 2026 |
|
| Root Financial Partners | 257.00 | $3.9k | 0% | Mar 2026 |
|
| Advisor Group Holdings | 247.00 | $3.8k | -82% | Mar 2026 |
|
| WealthTrust DunckerStreett | 200.00 | $3.1k | 0% | Mar 2026 |
|
| MRP Capital Investments | 200.00 | $3.1k | 0% | Mar 2026 |
|
| Beacon Investment Advisory Services | 131.00 | $2.1k | 100% | Jun 2026 |
|
| Royal Bank of Canada | 114.00 | $1.8k | 100% | Mar 2026 |
|
| CWM | 48.00 | $738.000000 | -98% | Mar 2026 |
|
| Morgan Stanley | 3.00 | $51.999900 | 50% | Mar 2026 |
|
| Larson Financial Group | 1.00 | $14.000000 | 0% | Mar 2026 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ieq Capital | Dec 2025 | 73k | $1.3M |
| Andina Capital Management | Dec 2025 | 46k | $802k |
| Guild Investment Management | Dec 2025 | 19k | $337k |
| Collaborative Wealth Managment | Dec 2025 | 17k | $291k |
| Compass Capital Corp | Dec 2025 | 16k | $285k |
| Fiscal Wisdom Wealth Management | Dec 2025 | 16k | $276k |
| Soltis Investment Advisors | Dec 2025 | 15k | $258k |
| Lloyd Advisory Services | Dec 2025 | 14k | $248k |
| Financial Perspectives | Dec 2025 | 3.4k | $59k |
| Kestra Advisory Services | Dec 2025 | 3.1k | $55k |
| TCTC Holdings | Dec 2025 | 8.00 | $140.000000 |