Simplify Exchange Traded Funds - SVOL

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$75.83M
QoQ value delta ($000)
-$14.94M (-16.46%)
Implied price effect (QoQ)
-2.28%
Shares
Total shares
4,320,435
QoQ shares delta
-733,509 (-14.51%)
Total shares held by funds (by quarter)

Market chart (SVOL)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
AE Wealth Management LLC 13,422 764,407 0.08%
Elevated Capital Advisors, LLC 7,262 413,589 1.69%
Owen LaRue, LLC 5,853 333,339 2.23%
POM Investment Strategies, LLC 3,603 205,239 1.85%
Visionary Wealth Advisors 3,295 187,674 0.15%
COMMONWEALTH EQUITY SERVICES, LLC 2,788 158,792 0.0%
Key Capital Management, INC 2,591 147,552 2.57%
Beacon Capital Management, LLC 1,993 113,534 0.31%
One Capital Management, LLC 1,901 108,269 0.06%
HOWARD BAILEY SECURITIES, LLC 1,898 108,091 0.75%
Legacy Wealth Managment, LLC/ID 1,791 102,049 0.86%
Park Edge Advisors, LLC 1,671 95,179 0.38%
B.O.S.S. Retirement Advisors, LLC 1,653 94,136 0.52%
JANE STREET GROUP, LLC 1,527 87,000 0.0%
FSA Advisors, Inc. 1,521 86,628 1.06%
CITADEL ADVISORS LLC 1,483 84,500 0.0%
IEQ CAPITAL, LLC 1,287 73,342 0.0%
CAPTRUST FINANCIAL ADVISORS 1,266 72,135 0.0%
Authentikos Wealth Advisory, LLC 1,142 65,040 0.76%
Tactive Advisors, LLC 1,063 60,585 0.31%
GREENBERG FINANCIAL GROUP 984 56,080 0.41%
LPL Financial LLC 982 55,976 0.0%
Discipline Wealth Solutions, LLC 960 54,700 0.18%
Claris Financial LLC 851 48,489 0.45%
Cambridge Advisors Inc. 840 47,854 0.16%