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 | 700k | $11M | -8% | Mar 2026 |
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| Elevated Capital Advisors | 305k | $4.7M | -26% | Mar 2026 |
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| Cavalier Investments | 261k | $4.0M | 100% | Mar 2026 |
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| Owen LaRue | 233k | $3.6M | -30% | Mar 2026 |
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| Jane Street | 203k | $3.1M | 133% | Mar 2026 |
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| Visionary Wealth Advisors | 178k | $2.7M | -5% | Mar 2026 |
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| Key Capital Management | 171k | $2.6M | 16% | Mar 2026 |
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| One Capital Management | 130k | $2.0M | 20% | Mar 2026 |
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| Commonwealth Equity Services | 123k | $1.9M | -23% | Mar 2026 |
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| Howard Bailey Securities | 122k | $1.9M | -10% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 100k | $1.5M | 6% | Mar 2026 |
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| Legacy Wealth Managment | 100k | $1.5M | -2% | Mar 2026 |
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| Citadel Advisors | 98k | $1.5M | 16% | Mar 2026 |
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| Park Edge Advisors | 98k | $1.5M | 3% | Mar 2026 |
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| FSA Advisors | 86k | $1.3M | -1% | Mar 2026 |
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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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| Beacon Capital Management | 71k | $1.1M | -38% | Mar 2026 |
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| Authentikos Wealth Advisory | 60k | $927k | -7% | Mar 2026 |
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| Tactive Advisors | 58k | $888k | -5% | Mar 2026 |
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| Greenberg Financial Group | 56k | $985k | 100% | Dec 2025 |
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| Blackston Financial Advisory Group | 53k | $812k | 15% | Mar 2026 |
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| Claris Financial | 53k | $807k | 9% | Mar 2026 |
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| Cambridge Advisors | 50k | $759k | 3% | Mar 2026 |
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| Sigma Planning | 39k | $596k | 4% | Mar 2026 |
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| Networth Advisors | 36k | $554k | 21% | Mar 2026 |
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| Discipline Wealth Solutions | 35k | $537k | -36% | Mar 2026 |
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| Old Mission Capital | 33k | $585k | -14% | Dec 2025 |
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| Envestnet Asset Management | 33k | $508k | 4% | Mar 2026 |
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| LPL Financial | 33k | $508k | -41% | Mar 2026 |
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| Mml Investors Services | 33k | $499k | 11% | Mar 2026 |
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| Streettalk Advisors | 31k | $477k | 0% | Mar 2026 |
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| Mather Group | 30k | $461k | 100% | Mar 2026 |
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| Maridea Wealth Management | 26k | $393k | 100% | Mar 2026 |
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| Stirlingshire Investments | 22k | $340k | 100% | Mar 2026 |
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| Summit Financial | 22k | $333k | -26% | Mar 2026 |
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| IMC-Chicago | 21k | $325k | 100% | Mar 2026 |
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| Belvedere Trading | 21k | $319k | 100% | Mar 2026 |
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| Wealthcare Advisory Partners | 19k | $284k | 18% | Mar 2026 |
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| RFG Advisory | 18k | $280k | 0% | Mar 2026 |
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| Koshinski Asset Management | 14k | $220k | 22% | Mar 2026 |
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| Fiduciary Alliance | 14k | $217k | -21% | Mar 2026 |
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| Advisor OS | 12k | $185k | 2% | Mar 2026 |
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| Decker Retirement Planning | 12k | $177k | -5% | Mar 2026 |
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| Ignite Planners | 11k | $174k | 8% | Mar 2026 |
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| Gaddis Premier Wealth Advisors | 11k | $161k | 100% | Mar 2026 |
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| J Hagan Capital | 10k | $160k | -6% | Mar 2026 |
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| Mosley Wealth Management | 10k | $186k | -28% | Mar 2026 |
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| Arkadios Wealth Advisors | 10k | $156k | 100% | Mar 2026 |
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| SRS Capital Advisors | 10k | $156k | 2% | Mar 2026 |
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| Hanson McClain Advisors | 10k | $176k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 8.1k | $124k | -12% | Mar 2026 |
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| POM Investment Strategies | 7.4k | $114k | -96% | Mar 2026 |
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| Luminist Capital | 6.9k | $105k | 28% | Mar 2026 |
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| Whipplewood Advisors | 5.7k | $87k | 3% | Mar 2026 |
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| CoreCap Advisors | 5.6k | $85k | -2% | Mar 2026 |
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| IFP Advisors | 4.2k | $65k | 16% | Mar 2026 |
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| Strive Financial Group | 3.6k | $56k | 0% | Mar 2026 |
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| CWM | 3.1k | $55k | 3% | Dec 2025 |
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| Anfield Capital Management | 2.7k | $41k | 0% | Mar 2026 |
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| Farther Finance Advisors | 2.6k | $40k | -85% | Mar 2026 |
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| Huntington National Bank | 2.0k | $35k | 0% | Dec 2025 |
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| Sound Income Strategies | 1.6k | $25k | 9% | Mar 2026 |
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| Hartland & Co | 1.5k | $23k | 16% | Mar 2026 |
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| Advisor Group Holdings | 1.4k | $24k | -18% | Dec 2025 |
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| Crewe Advisors | 1.2k | $18k | 0% | Mar 2026 |
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| BlackRock | 1.2k | $18k | 0% | Mar 2026 |
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| UBS Group | 969.00 | $15k | 60% | Mar 2026 |
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| Us Bancorp | 900.00 | $16k | 100% | Dec 2025 |
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| SHP Wealth Management | 763.00 | $12k | -52% | Mar 2026 |
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| Tucker Asset Management | 716.00 | $13k | 100% | Dec 2025 |
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| Smartleaf Asset Management | 685.00 | $10k | 100% | Mar 2026 |
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| Triumph Capital Management | 520.00 | $8.0k | 0% | Mar 2026 |
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| Stance Capital | 519.00 | $8.0k | 100% | Mar 2026 |
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| Root Financial Partners | 257.00 | $3.9k | 0% | Mar 2026 |
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| WealthTrust DunckerStreett | 200.00 | $3.1k | 0% | Mar 2026 |
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| MRP Capital Investments | 200.00 | $3.1k | 0% | Mar 2026 |
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| Royal Bank of Canada | 114.00 | $1.8k | 133% | Mar 2026 |
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| Morgan Stanley | 3.00 | $51.999900 | 50% | Mar 2026 |
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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 |
|---|---|---|---|
| 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 |
| Atlantic Trust | Sep 2025 | 382.00 | $6.9k |
| TCTC Holdings | Dec 2025 | 8.00 | $140.000000 |