Simplify Exchange Traded Funds - SVOL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Reduced | 764,407 | 13,422 | 0.08% | 0.11% | 1 | -200,836 | -20.81% | Q4 2025 | Jan 26, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 413,589 | 7,262 | 1.69% | 1.55% | 2 | +67,939 | 19.66% | Q4 2025 | Jan 27, 2026 |
| Owen LaRue, LLC | History | Added to | 333,339 | 5,853 | 2.23% | 1.21% | 3 | +162,059 | 94.62% | Q4 2025 | Feb 05, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 205,239 | 3,603 | 1.85% | 3.08% | 4 | -109,727 | -34.84% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 187,674 | 3,295 | 0.15% | 0.17% | 5 | -13,792 | -6.85% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 158,792 | 2,788 | 0.0% | 0.0% | 6 | +1,762 | 1.12% | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 147,552 | 2,591 | 2.57% | — | 7 | +147,552 | New | Q4 2025 | Jan 26, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 113,534 | 1,993 | 0.31% | 1.55% | 8 | -490,736 | -81.21% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Reduced | 108,269 | 1,901 | 0.06% | 0.06% | 9 | -1,210 | -1.11% | Q4 2025 | Feb 10, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 108,091 | 1,898 | 0.75% | 0.69% | 10 | -26,909 | -19.93% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 102,049 | 1,791 | 0.86% | 0.88% | 11 | -5,836 | -5.41% | Q4 2025 | Feb 03, 2026 |
| Park Edge Advisors, LLC | History | Added to | 95,179 | 1,671 | 0.38% | 0.37% | 12 | +5,362 | 5.97% | Q4 2025 | Jan 16, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 94,136 | 1,653 | 0.52% | 0.23% | 13 | +40,484 | 75.46% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 87,000 | 1,527 | 0.0% | 0.0% | 14 | -184,631 | -67.97% | Q4 2025 | Feb 12, 2026 |
| FSA Advisors, Inc. | History | New | 86,628 | 1,521 | 1.06% | — | 15 | +86,628 | New | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 84,500 | 1,483 | 0.0% | 0.0% | 16 | -15,000 | -15.08% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 73,342 | 1,287 | 0.0% | 0.0% | 17 | +226 | 0.31% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 72,135 | 1,266 | 0.0% | 0.0% | 18 | -6,677 | -8.47% | Q4 2025 | Feb 17, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 65,040 | 1,142 | 0.76% | 1.07% | 19 | -25,024 | -27.78% | Q4 2025 | Feb 06, 2026 |
| Tactive Advisors, LLC | History | Reduced | 60,585 | 1,063 | 0.31% | 0.58% | 20 | -54,412 | -47.32% | Q4 2025 | Jan 09, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 56,080 | 984 | 0.41% | — | 21 | +56,080 | New | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Reduced | 55,976 | 982 | 0.0% | 0.0% | 22 | -5,446 | -8.87% | Q4 2025 | Feb 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 54,700 | 960 | 0.18% | 0.22% | 23 | +9,243 | 20.33% | Q4 2025 | Jan 26, 2026 |
| Claris Financial LLC | History | Added to | 48,489 | 851 | 0.45% | 0.46% | 24 | +3,232 | 7.14% | Q4 2025 | Feb 19, 2026 |
| Cambridge Advisors Inc. | History | Added to | 47,854 | 840 | 0.16% | 0.17% | 25 | +360 | 0.76% | Q4 2025 | Jan 21, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 46,019 | 808 | 0.49% | 0.43% | 26 | +5,564 | 13.75% | Q4 2025 | Feb 06, 2026 |
| Andina Capital Management, LLC | History | Reduced | 45,676 | 802 | 0.48% | 0.55% | 27 | -8,748 | -16.07% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 37,456 | 657 | 0.02% | 0.02% | 28 | +1,841 | 5.17% | Q4 2025 | Jan 30, 2026 |
| Stirlingshire Investments, Inc. | History | New | 34,319 | 602 | 0.53% | — | 29 | +34,319 | New | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 33,300 | 584 | 0.01% | 0.01% | 30 | -5,422 | -14.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 32,215 | 565 | 0.0% | 0.0% | 31 | +2,514 | 8.46% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,888 | 559 | 0.0% | 0.0% | 32 | +2,845 | 9.8% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 31,065 | 545 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Networth Advisors, LLC | History | New | 29,941 | 525 | 0.39% | — | 34 | +29,941 | New | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Reduced | 29,334 | 515 | 0.01% | 0.01% | 35 | -7,573 | -20.52% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,217 | 513 | 0.0% | 0.0% | 36 | -502 | -1.69% | Q4 2025 | Feb 13, 2026 |
| Guild Investment Management, Inc. | History | New | 19,187 | 336 | 0.25% | — | 37 | +19,187 | New | Q4 2025 | Jan 21, 2026 |
| RFG Advisory, LLC | History | No change | 18,223 | 319 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,620 | 309 | 0.0% | 0.0% | 39 | +14,221 | 418.39% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 17,259 | 303 | 0.02% | 0.04% | 40 | -16,958 | -49.56% | Q4 2025 | Jan 22, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 16,567 | 290 | 0.1% | 0.24% | 41 | -16,413 | -49.77% | Q4 2025 | Feb 09, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 16,424 | 285 | 0.11% | 0.13% | 42 | +111 | 0.68% | Q4 2025 | Feb 12, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 15,715 | 275 | 0.26% | — | 43 | +15,715 | New | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 15,652 | 274 | 0.01% | 0.01% | 44 | +668 | 4.46% | Q4 2025 | Jan 14, 2026 |
| Mosley Wealth Management | History | New | 14,311 | 259 | 0.12% | — | 45 | +14,311 | New | Q4 2025 | Feb 12, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 14,715 | 258 | 0.02% | 0.04% | 46 | -13,952 | -48.67% | Q4 2025 | Apr 02, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 14,112 | 247 | 0.1% | — | 47 | +14,112 | New | Q4 2025 | Feb 06, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 12,125 | 212 | 0.11% | 0.29% | 48 | -17,144 | -58.57% | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 11,766 | 206 | 0.01% | 0.01% | 49 | +1,705 | 16.95% | Q4 2025 | Feb 03, 2026 |
| Advisor OS, LLC | History | Added to | 11,766 | 206 | 0.02% | 0.02% | 50 | +1,705 | 16.95% | Q4 2025 | Feb 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 11,105 | 195 | 0.11% | 0.89% | 51 | -70,619 | -86.41% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | New | 10,487 | 182 | 0.03% | — | 52 | +10,487 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 10,000 | 175 | 0.0% | — | 53 | +10,000 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 9,917 | 174 | 0.01% | — | 54 | +9,917 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,247 | 162 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,672 | 99 | 0.0% | 0.0% | 56 | -542 | -8.72% | Q4 2025 | Jan 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 5,534 | 97 | 0.06% | 0.06% | 57 | +334 | 6.42% | Q4 2025 | Feb 17, 2026 |
| Luminist Capital LLC | History | Reduced | 5,344 | 93 | 0.11% | 0.33% | 58 | -15,528 | -74.4% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,656 | 64 | 0.0% | 0.0% | 59 | -1,080 | -22.8% | Q4 2025 | Feb 06, 2026 |
| Strive Financial Group ,LLC | History | New | 3,622 | 63 | 0.03% | — | 60 | +3,622 | New | Q4 2025 | Feb 18, 2026 |
| Financial Perspectives, Inc | History | New | 3,365 | 59 | 0.02% | — | 61 | +3,365 | New | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 3,116 | 55 | 0.0% | 0.0% | 62 | +78 | 2.57% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,125 | 54 | 0.0% | — | 63 | +3,125 | New | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 2,654 | 46 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 35 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 1,603 | 28 | 0.0% | — | 66 | +1,603 | New | Q4 2025 | Mar 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,461 | 26 | 0.0% | 0.0% | 67 | +458 | 45.66% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,372 | 24 | 0.0% | 0.0% | 68 | -293 | -17.6% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | New | 1,265 | 22 | 0.0% | — | 69 | +1,265 | New | Q4 2025 | Feb 09, 2026 |
| Crewe Advisors LLC | History | No change | 1,193 | 20 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | No change | 1,188 | 20 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | New | 900 | 15 | 0.0% | — | 72 | +900 | New | Q4 2025 | Jan 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 716 | 12 | 0.0% | — | 73 | +716 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | New | 605 | 10 | 0.0% | — | 74 | +605 | New | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 520 | 9 | 0.0% | — | 75 | +520 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 257 | 4 | 0.0% | 0.0% | 76 | -2,510 | -90.71% | Q4 2025 | Feb 10, 2026 |
| MRP Capital Investments, LLC | History | New | 200 | 3 | 0.0% | — | 78 | +200 | New | Q4 2025 | Feb 09, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 200 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 49 | 1 | 0.0% | — | 79 | +49 | New | Q4 2025 | Feb 17, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107,274 | -100.0% | Q3 2025 | Oct 27, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -32,642 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -32,579 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -17,276 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,075 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Straight Path Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -15,100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,775 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Reduced | 2 | 0 | — | 0.0% | — | -702 | -99.72% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -453 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -382 | -100.0% | Q3 2025 | Nov 24, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TCTC Holdings, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |