Simplify Exchange Traded Funds - SVOL
Detailed investor-level table based on 13F positions.
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 | 699,923 | 10,736 | 0.06% | 0.08% | 1 | -64,484 | -8.44% | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 304,641 | 4,673 | 1.18% | 1.69% | 2 | -108,948 | -26.34% | Q1 2026 | Apr 30, 2026 |
| Cavalier Investments, LLC | History | New | 260,455 | 3,995 | 0.11% | — | 3 | +260,455 | New | Q1 2026 | May 15, 2026 |
| Owen LaRue, LLC | History | Reduced | 232,818 | 3,571 | 1.37% | 2.23% | 4 | -100,521 | -30.16% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 202,742 | 3,110 | 0.0% | 0.0% | 5 | +115,742 | 133.04% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 177,664 | 2,725 | 0.12% | 0.15% | 6 | -10,010 | -5.33% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Added to | 170,500 | 2,615 | 1.73% | 2.57% | 7 | +22,948 | 15.55% | Q1 2026 | May 07, 2026 |
| One Capital Management, LLC | History | Added to | 129,710 | 1,989 | 0.05% | 0.06% | 8 | +21,441 | 19.8% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 123,047 | 1,887 | 0.0% | 0.0% | 9 | -35,745 | -22.51% | Q1 2026 | Apr 27, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 121,647 | 1,866 | 0.77% | 0.75% | 10 | +13,556 | 12.54% | Q1 2026 | Apr 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 100,242 | 1,537 | 0.47% | 0.52% | 11 | +6,106 | 6.49% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 99,905 | 1,532 | 0.76% | 0.86% | 12 | -2,144 | -2.1% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 98,000 | 1,503 | 0.0% | 0.0% | 13 | +13,500 | 15.98% | Q1 2026 | May 15, 2026 |
| Park Edge Advisors, LLC | History | Added to | 97,673 | 1,498 | 0.35% | 0.38% | 14 | +2,494 | 2.62% | Q1 2026 | Apr 20, 2026 |
| FSA Advisors, Inc. | History | Reduced | 86,050 | 1,320 | 0.87% | 1.06% | 15 | -578 | -0.67% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 81,532 | 1,250 | 0.0% | 0.0% | 16 | +9,397 | 13.03% | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 70,742 | 1,085 | 0.19% | 0.31% | 17 | -42,792 | -37.69% | Q1 2026 | May 11, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 56,080 | 984 | 0.41% | 0.41% | 18 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 60,400 | 926 | 0.63% | 0.76% | 19 | -4,640 | -7.13% | Q1 2026 | May 07, 2026 |
| Tactive Advisors, LLC | History | Reduced | 57,857 | 887 | 0.25% | 0.31% | 20 | -2,728 | -4.5% | Q1 2026 | Apr 16, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 52,947 | 812 | 0.51% | 0.49% | 21 | +6,928 | 15.05% | Q1 2026 | Apr 23, 2026 |
| Claris Financial LLC | History | Added to | 52,626 | 807 | 0.44% | 0.45% | 22 | +4,137 | 8.53% | Q1 2026 | May 18, 2026 |
| Cambridge Advisors Inc. | History | Added to | 49,492 | 759 | 0.15% | 0.16% | 23 | +1,638 | 3.42% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Added to | 38,875 | 596 | 0.02% | 0.02% | 24 | +1,419 | 3.79% | Q1 2026 | May 04, 2026 |
| Networth Advisors, LLC | History | Added to | 36,115 | 554 | 0.39% | 0.39% | 25 | +6,174 | 20.62% | Q1 2026 | Apr 22, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 35,025 | 537 | 0.06% | 0.18% | 26 | -19,675 | -35.97% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 33,132 | 508 | 0.0% | 0.0% | 27 | +1,244 | 3.9% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 33,100 | 507 | 0.0% | 0.0% | 28 | -22,876 | -40.87% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,507 | 498 | 0.0% | 0.0% | 29 | +3,290 | 11.26% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 31,065 | 476 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 30,042 | 460 | 0.0% | — | 31 | +30,042 | New | Q1 2026 | Apr 13, 2026 |
| Maridea Wealth Management LLC | History | New | 25,587 | 392 | 0.06% | — | 32 | +25,587 | New | Q1 2026 | Apr 21, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 22,177 | 340 | 0.3% | 0.53% | 33 | -12,142 | -35.38% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Reduced | 21,676 | 332 | 0.0% | 0.01% | 34 | -7,658 | -26.11% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 21,195 | 325 | 0.0% | — | 35 | +21,195 | New | Q1 2026 | May 05, 2026 |
| Belvedere Trading LLC | History | New | 20,803 | 319 | 0.0% | — | 36 | +20,803 | New | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 18,511 | 283 | 0.01% | 0.01% | 37 | +2,859 | 18.27% | Q1 2026 | Apr 14, 2026 |
| RFG Advisory, LLC | History | No change | 18,223 | 279 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 14,328 | 219 | 0.01% | 0.01% | 39 | +2,562 | 21.77% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 13,577 | 217 | 0.01% | 0.02% | 40 | -3,682 | -21.33% | Q1 2026 | Apr 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 12,774 | 195 | 0.0% | — | 41 | +12,774 | New | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | Reduced | 10,325 | 185 | 0.08% | 0.12% | 42 | -3,986 | -27.85% | Q1 2026 | Apr 27, 2026 |
| Advisor OS, LLC | History | Added to | 12,046 | 184 | 0.01% | 0.02% | 43 | +280 | 2.38% | Q1 2026 | May 07, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 11,565 | 177 | 0.08% | 0.11% | 44 | -560 | -4.62% | Q1 2026 | Apr 20, 2026 |
| Ignite Planners, LLC | History | Added to | 11,291 | 173 | 0.03% | 0.03% | 45 | +804 | 7.67% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,013 | 168 | 0.0% | — | 46 | +11,013 | New | Q1 2026 | May 15, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 10,500 | 161 | 0.12% | — | 47 | +10,500 | New | Q1 2026 | May 05, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 10,395 | 159 | 0.09% | 0.11% | 48 | -710 | -6.39% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | New | 10,175 | 156 | 0.0% | — | 49 | +10,175 | New | Q1 2026 | May 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,150 | 155 | 0.0% | 0.01% | 50 | -23,150 | -69.52% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 10,158 | 155 | 0.0% | 0.01% | 51 | +241 | 2.43% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 10,000 | 153 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,112 | 124 | 0.0% | 0.0% | 53 | -1,135 | -12.27% | Q1 2026 | May 11, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 7,428 | 113 | 0.14% | 1.85% | 54 | -197,811 | -96.38% | Q1 2026 | May 11, 2026 |
| Luminist Capital LLC | History | Added to | 6,853 | 105 | 0.14% | 0.11% | 55 | +1,509 | 28.24% | Q1 2026 | Apr 24, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 5,699 | 87 | 0.05% | 0.06% | 56 | +165 | 2.98% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,566 | 85 | 0.0% | 0.0% | 57 | -106 | -1.87% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 4,231 | 64 | 0.0% | 0.0% | 58 | +575 | 15.73% | Q1 2026 | Apr 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 3,622 | 56 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,618 | 40 | 0.0% | 0.0% | 61 | -15,002 | -85.14% | Q1 2026 | Apr 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 2,654 | 40 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,551 | 38 | 0.0% | — | 62 | +2,551 | New | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 30 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,596 | 24 | 0.0% | 0.0% | 64 | +135 | 9.24% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,470 | 22 | 0.0% | 0.0% | 65 | +205 | 16.21% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | No change | 1,193 | 18 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | No change | 1,188 | 18 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 969 | 14 | 0.0% | 0.0% | 68 | +364 | 60.17% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 716 | 12 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | Reduced | 763 | 11 | 0.0% | 0.0% | 70 | -840 | -52.4% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | New | 685 | 10 | 0.0% | — | 71 | +685 | New | Q1 2026 | May 15, 2026 |
| STANCE CAPITAL LLC | History | New | 519 | 7 | 0.0% | — | 73 | +519 | New | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | No change | 520 | 7 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 247 | 3 | 0.0% | 0.0% | 75 | -1,125 | -82.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 200 | 3 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MRP Capital Investments, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | No change | 257 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 114 | 2 | 0.0% | 0.0% | 78 | +65 | 132.65% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73,342 | -100.0% | Q1 2026 | May 14, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -45,676 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -32,215 | -100.0% | Q1 2026 | May 13, 2026 |
| Guild Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -19,187 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -16,567 | -100.0% | Q1 2026 | May 05, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.11% | — | -16,424 | -100.0% | Q1 2026 | May 08, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -15,715 | -100.0% | Q1 2026 | May 06, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,715 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.1% | — | -14,112 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -3,365 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,125 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 48 | 0 | — | 0.0% | — | -3,068 | -98.46% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | May 14, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |