SVOL institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding69
Shares held3,563,799
Reported value$57.1m
Quarter flows11 new, 30 added, 20 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AE Wealth Management LLC787,825$12.6m0.1%
Owen LaRue, LLC462,950$7.4m2.6%
Elevated Capital Advisors, LLC346,217$5.6m1.5%
Key Capital Management, INC185,930$3.0m1.5%
Visionary Wealth Advisors161,568$2.6m0.1%
One Capital Management, LLC129,710$2.0m0.1%
HOWARD BAILEY SECURITIES, LLC123,270$2.0m0.7%
Park Edge Advisors, LLC119,051$1.9m0.4%
B.O.S.S. Retirement Advisors, LLC108,800$1.7m0.5%
FSA Advisors, Inc.98,518$1.6m0.7%
CAPTRUST FINANCIAL ADVISORS72,633$1.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC67,846$1.1m0.0%
Authentikos Wealth Advisory, LLC58,082$931,6400.6%
Blackston Financial Advisory Group, LLC56,716$909,7270.5%
Tactive Advisors, LLC52,106$835,7850.2%
Beacon Capital Management, LLC51,910$832,6390.1%
Cambridge Advisors Inc.51,609$827,8060.1%
Mosley Wealth Management46,173$740,6090.2%
Legacy Wealth Managment, LLC/ID44,796$718,5250.3%
Discipline Wealth Solutions, LLC43,617$699,6210.1%
Networth Advisors, LLC40,955$656,9240.4%
Sigma Planning Corp40,351$647,2320.0%
MML INVESTORS SERVICES, LLC39,781$638,0800.0%
ENVESTNET ASSET MANAGEMENT INC38,824$622,7340.0%
Maridea Wealth Management LLC34,004$545,4230.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SVOL"). SVOL price history · All 13F data

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