DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (SVOL)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
72
Reporting holders
$61.0M
Reported value
5.2%
Calls
1.1%
Puts
-9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $12.6M | 787,825 | 0.06% | 13q | +12.6%+$1.4M |
| Owen LaRue, LLC | $7.4M | 462,950 | 2.58% | 6q | +98.8%+$3.7M |
| Elevated Capital Advisors, LLC | $5.6M | 346,217 | 1.53% | 7q | +13.6%+$666.9K |
| Key Capital Management, INC | $3.0M | 185,930 | 1.54% | 3q | +9.0%+$247.5K |
| JANE STREET GROUP, LLC | $3.0M CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| Visionary Wealth Advisors | $2.6M | 161,568 | 0.10% | 12q | -9.1%-$258.2K |
| One Capital Management, LLC | $2.0M | 129,710 | 0.06% | 4q | HELD |
| HOWARD BAILEY SECURITIES, LLC | $2.0M | 123,270 | 0.74% | 6q | +1.3%+$26.0K |
| Park Edge Advisors, LLC | $1.9M | 119,051 | 0.40% | 13q | +21.9%+$342.9K |
| B.O.S.S. Retirement Advisors, LLC | $1.7M | 108,800 | 0.47% | 7q | +8.5%+$137.3K |
| FSA Advisors, Inc. | $1.6M | 98,518 | 0.72% | 3q | +14.5%+$200.0K |
| CAPTRUST FINANCIAL ADVISORS | $1.2M | 72,633 | 0.00% | 13q | -10.9%-$142.7K |
| CITADEL ADVISORS LLC | $1.1M incl. $879.0K options CALL+PUT | 13,745 | 0.00% | 12q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 67,846 | 0.00% | 14q | -44.9%-$885.4K |
| Authentikos Wealth Advisory, LLC | $931.6K | 58,082 | 0.59% | 6q | -3.8%-$37.2K |
| Blackston Financial Advisory Group, LLC | $909.7K | 56,716 | 0.51% | 5q | +7.1%+$60.5K |
| Tactive Advisors, LLC | $835.8K | 52,106 | 0.21% | 5q | -9.9%-$92.2K |
| Beacon Capital Management, LLC | $832.6K | 51,910 | 0.12% | 7q | -26.6%-$302.1K |
| Cambridge Advisors Inc. | $827.8K | 51,609 | 0.14% | 20q | +4.3%+$34.0K |
| Mosley Wealth Management | $740.6K | 46,173 | 0.24% | 3q | +347.2%+$575.0K |
| Legacy Wealth Managment, LLC/ID | $718.5K | 44,796 | 0.30% | 8q | -55.2%-$883.9K |
| Discipline Wealth Solutions, LLC | $699.6K | 43,617 | 0.06% | 4q | +24.5%+$137.8K |
| Networth Advisors, LLC | $656.9K | 40,955 | 0.38% | 3q | +13.4%+$77.6K |
| Sigma Planning Corp | $647.2K | 40,351 | 0.02% | 8q | +3.8%+$23.7K |
| MML INVESTORS SERVICES, LLC | $638.1K | 39,781 | 0.00% | 4q | +22.4%+$116.7K |
| ENVESTNET ASSET MANAGEMENT INC | $622.7K | 38,824 | 0.00% | 4q | +17.2%+$91.3K |
| Maridea Wealth Management LLC | $545.4K | 34,004 | 0.06% | 2q | +32.9%+$135.0K |
| LPL Financial LLC | $476.8K | 29,727 | 0.00% | 8q | -10.2%-$54.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $354.0K | 22,071 | 0.00% | 2q | +100.4%+$177.4K |
| MATHER GROUP, LLC. | $331.6K | 20,671 | 0.00% | 2q | -31.2%-$150.3K |
| Lloyd Advisory Services, LLC. | $327.2K | 20,401 | 0.13% | new | NEW |
| Wealthcare Advisory Partners LLC | $296.8K | 18,507 | 0.01% | 4q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $288.4K | 17,981 | 0.02% | new | NEW |
| OLD MISSION CAPITAL LLC | $272.7K | 17,003 | 0.00% | 5q | +67.5%+$109.9K |
| Fiduciary Alliance LLC | $220.1K | 13,724 | 0.01% | 7q | +1.1%+$2.4K |
| Ignite Planners, LLC | $207.4K | 12,886 | 0.03% | 3q | +14.1%+$25.7K |
| Decker Retirement Planning Inc. | $191.9K | 11,961 | 0.07% | 7q | +3.4%+$6.4K |
| ZAZOVE ASSOCIATES LLC | $174.8K | 10,900 | 0.01% | 2q | HELD |
| Arkadios Wealth Advisors | $172.0K | 10,721 | 0.00% | 2q | +5.4%+$8.8K |
| Stirlingshire Investments, Inc. | $162.8K | 10,150 | 0.12% | 3q | -54.2%-$192.9K |
| Allworth Financial LP | $160.4K | 10,000 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $152.8K | 9,524 | 0.00% | 3q | -6.2%-$10.2K |
| Luminist Capital LLC | $149.3K | 9,415 | 0.17% | 7q | +37.4%+$40.6K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $99.9K | 6,230 | 0.04% | new | NEW |
| Aptus Capital Advisors, LLC | $75.4K | 4,702 | 0.00% | 10q | -42.0%-$54.7K |
| Strive Financial Group ,LLC | $72.9K | 4,547 | 0.03% | 3q | +25.5%+$14.8K |
| CoreCap Advisors, LLC | $61.5K | 3,837 | 0.00% | 10q | -31.1%-$27.7K |
| POM Investment Strategies, LLC | $52.9K | 3,300 | 0.06% | 6q | -55.6%-$66.2K |
| JPMORGAN CHASE & CO | $52.5K | 3,293 | 0.00% | 2q | +29.1%+$11.8K |
| Farther Finance Advisors, LLC | $44.2K | 2,758 | 0.00% | 8q | +5.3%+$2.2K |
| HUNTINGTON NATIONAL BANK | $32.1K | 2,000 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $32.1K | 2,000 | 0.00% | new | NEW |
| WELLINGTON-ALTUS USA INC. | $21.5K | 1,400 | 0.02% | 2q | HELD |
| Crewe Advisors LLC | $19.5K | 1,217 | 0.00% | 7q | +2.0% |
| Clearstead Advisors, LLC | $19.3K | 1,206 | 0.00% | 3q | -18.0%-$4.2K |
| BlackRock, Inc. | $19.1K | 1,188 | 0.00% | 6q | HELD |
| Montgomery Financial Services LLC | $17.8K | 1,110 | 0.02% | new | FIRST |
| Buck Wealth Strategies, LLC | $17.2K | 1,071 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $16.0K | 999 | 0.00% | 2q | -92.2%-$188.9K |
| Allied Private Wealth LLC | $16.0K | 1,000 | 0.01% | new | FIRST |
| SHP Wealth Management | $12.2K | 760 | 0.00% | 3q | HELD |
| Smartleaf Asset Management LLC | $10.9K | 685 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $4.4K | 273 | 0.00% | 14q | +10.5% |
| UBS Group AG | $3.8K | 237 | 0.00% | 3q | -75.5%-$11.7K |
| DUNCKER STREETT & CO INC | $3.2K | 200 | 0.00% | 4q | HELD |
| MRP Capital Investments, LLC | $3.2K | 200 | 0.00% | 3q | HELD |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $2.1K | 131 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.7K | 106 | 0.00% | 10q | -97.5%-$66.2K |
| Larson Financial Group LLC | $1.6K | 101 | 0.00% | 13q | +10000.0%+$1.6K |
| Silver Grove Financial Group, Inc. | $144 | 9 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $112 | 7 | 0.00% | new | NEW |
| MORGAN STANLEY | $53 | 3 | 0.00% | 17q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $12.3M | 747,397 | 1 | 6 | 8 | 0.0% |
| Q2 2026 | 72 | $61.0M | 3,567,199 | 8 | 30 | 19 | 6.3% |
| Q1 2026 | 81 | $61.1M | 3,710,350 | 14 | 26 | 26 | 6.8% |
| Q4 2025 | 82 | $75.9M | 4,148,935 | 15 | 21 | 27 | 4.0% |
| Q3 2025 | 77 | $93.1M | 4,867,763 | 16 | 23 | 29 | 5.9% |
| Q2 2025 | 87 | $141.6M | 7,587,120 | 14 | 39 | 23 | 2.0% |
| Q1 2025 | 92 | $131.6M | 7,110,681 | 22 | 35 | 24 | 1.8% |
| Q4 2024 | 94 | $131.8M | 6,211,918 | 24 | 40 | 16 | 1.8% |
| Q3 2024 | 77 | $111.4M | 4,894,379 | 21 | 32 | 11 | 3.5% |
| Q2 2024 | 66 | $81.7M | 3,595,872 | 13 | 27 | 14 | 0.3% |
| Q1 2024 | 61 | $114.4M | 5,006,944 | 22 | 21 | 11 | 0.8% |
| Q4 2023 | 48 | $95.1M | 4,082,570 | 13 | 19 | 10 | 2.3% |
| Q3 2023 | 40 | $65.5M | 2,881,605 | 13 | 11 | 14 | 1.0% |
| Q2 2023 | 38 | $70.8M | 3,081,773 | 16 | 10 | 11 | 0.0% |
| Q1 2023 | 27 | $61.3M | 2,799,301 | 8 | 11 | 5 | 0.0% |
| Q4 2022 | 23 | $38.0M | 1,694,265 | 5 | 11 | 5 | 0.0% |
| Q3 2022 | 21 | $44.4M | 2,073,864 | 8 | 9 | 4 | 0.0% |
| Q2 2022 | 15 | $48.3M | 2,151,201 | 4 | 9 | 1 | 0.0% |
| Q1 2022 | 12 | $53.9M | 2,195,213 | 4 | 7 | 1 | 0.0% |
| Q4 2021 | 10 | $32.1M | 1,188,376 | 5 | 4 | 0 | 0.0% |
| Q3 2021 | 6 | $20.9M | 787,157 | 4 | 2 | 0 | 0.0% |
| Q2 2021 | 4 | $3.5M | 127,912 | 4 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $365.0K | 14,948 | 0 | 0 | 0 | 0.0% |