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Simplify Exchange Traded Fun shares owned by Advisor OS

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $181k 10k 18.00

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Global X Fds 1-3 Month T-bill (CLIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Advisors Inner Circle Fd Iii Brown Advisory (BASG)
Northrop Grumman Corporation (NOC)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Advisor OS

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Beacon Capital Management
Elevated Capital Advisors
POM Investment Strategies
Jane Street
Visionary Wealth Advisors
Owen LaRue
Legacy Investment Solutions
Commonwealth Equity Services
Tactive Advisors
One Capital Management
Legacy Wealth Managment
Belvedere Trading
Citadel Advisors
Authentikos Wealth Advisory

View all funds holding Simplify Exchange Traded Fun