Simplify Exchange Traded Funds - SVOL

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$61.79M
QoQ value delta ($000)
+$892K (+1.46%)
Implied price effect (QoQ)
+4.28%
Shares
Total shares
3,862,527
QoQ shares delta
-107,123 (-2.7%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 72 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
AE Wealth Management LLC 12,636 787,825 0.06%
Owen LaRue, LLC 7,425 462,950 2.58%
Elevated Capital Advisors, LLC 5,553 346,217 1.53%
Key Capital Management, INC 2,982 185,930 1.54%
JANE STREET GROUP, LLC 2,970 185,200 0.0%
Visionary Wealth Advisors 2,591 161,568 0.1%
One Capital Management, LLC 1,989 129,710 0.06%
HOWARD BAILEY SECURITIES, LLC 1,977 123,270 0.74%
Park Edge Advisors, LLC 1,909 119,051 0.4%
B.O.S.S. Retirement Advisors, LLC 1,745 108,800 0.47%
FSA Advisors, Inc. 1,580 98,518 0.72%
CAPTRUST FINANCIAL ADVISORS 1,165 72,633 0.0%
CITADEL ADVISORS LLC 1,099 68,545 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 1,088 67,846 0.0%
Authentikos Wealth Advisory, LLC 931 58,082 0.59%
Blackston Financial Advisory Group, LLC 909 56,716 0.51%
Tactive Advisors, LLC 835 52,106 0.21%
Beacon Capital Management, LLC 832 51,910 0.12%
Cambridge Advisors Inc. 827 51,609 0.14%
Claris Financial LLC 807 52,626 0.44%
Mosley Wealth Management 740 46,173 0.24%
Legacy Wealth Managment, LLC/ID 718 44,796 0.3%
Discipline Wealth Solutions, LLC 699 43,617 0.06%
Networth Advisors, LLC 656 40,955 0.38%
Sigma Planning Corp 647 40,351 0.02%