Simplify Exchange Traded Funds - SVOL

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$61.87M

QoQ value delta ($000)

-$13.96M (-18.41%)

Implied price effect (QoQ)

-12.42%

Total shares

4,025,046

QoQ shares delta

-295,389 (-6.84%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 79 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	10,736	699,923	0.06%
Elevated Capital Advisors, LLC	4,673	304,641	1.18%
Cavalier Investments, LLC	3,995	260,455	0.11%
Owen LaRue, LLC	3,571	232,818	1.37%
JANE STREET GROUP, LLC	3,110	202,742	0.0%
Visionary Wealth Advisors	2,725	177,664	0.12%
Key Capital Management, INC	2,615	170,500	1.73%
One Capital Management, LLC	1,989	129,710	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	1,887	123,047	0.0%
HOWARD BAILEY SECURITIES, LLC	1,866	121,647	0.77%
B.O.S.S. Retirement Advisors, LLC	1,537	100,242	0.47%
Legacy Wealth Managment, LLC/ID	1,532	99,905	0.76%
CITADEL ADVISORS LLC	1,503	98,000	0.0%
Park Edge Advisors, LLC	1,498	97,673	0.35%
FSA Advisors, Inc.	1,320	86,050	0.87%
CAPTRUST FINANCIAL ADVISORS	1,250	81,532	0.0%
Beacon Capital Management, LLC	1,085	70,742	0.19%
GREENBERG FINANCIAL GROUP	984	56,080	0.41%
Authentikos Wealth Advisory, LLC	926	60,400	0.63%
Tactive Advisors, LLC	887	57,857	0.25%
Blackston Financial Advisory Group, LLC	812	52,947	0.51%
Claris Financial LLC	807	52,626	0.44%
Cambridge Advisors Inc.	759	49,492	0.15%
Sigma Planning Corp	596	38,875	0.02%
Networth Advisors, LLC	554	36,115	0.39%