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 | Added to | 787,825 | 12,636 | 0.06% | 0.06% | 1 | +87,902 | 12.56% | Q2 2026 | Aug 03, 2026 |
| Owen LaRue, LLC | History | Added to | 462,950 | 7,425 | 2.58% | 1.37% | 2 | +230,132 | 98.85% | Q2 2026 | Jul 22, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 346,217 | 5,553 | 1.53% | 1.18% | 3 | +41,576 | 13.65% | Q2 2026 | Aug 03, 2026 |
| Key Capital Management, INC | History | Added to | 185,930 | 2,982 | 1.54% | 1.73% | 4 | +15,430 | 9.05% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 185,200 | 2,970 | 0.0% | 0.0% | 5 | -17,542 | -8.65% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 161,568 | 2,591 | 0.1% | 0.12% | 6 | -16,096 | -9.06% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 129,710 | 1,989 | 0.06% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 123,270 | 1,977 | 0.74% | 0.77% | 8 | +1,623 | 1.33% | Q2 2026 | Aug 10, 2026 |
| Park Edge Advisors, LLC | History | Added to | 119,051 | 1,909 | 0.4% | 0.35% | 9 | +21,378 | 21.89% | Q2 2026 | Jul 10, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 108,800 | 1,745 | 0.47% | 0.47% | 10 | +8,558 | 8.54% | Q2 2026 | Jul 20, 2026 |
| FSA Advisors, Inc. | History | Added to | 98,518 | 1,580 | 0.72% | 0.87% | 11 | +12,468 | 14.49% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 72,633 | 1,165 | 0.0% | 0.0% | 12 | -8,899 | -10.91% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 68,545 | 1,099 | 0.0% | 0.0% | 13 | -29,455 | -30.06% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 67,846 | 1,088 | 0.0% | 0.0% | 14 | -55,201 | -44.86% | Q2 2026 | Jul 29, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 58,082 | 931 | 0.59% | 0.63% | 15 | -2,318 | -3.84% | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 56,716 | 909 | 0.51% | 0.51% | 16 | +3,769 | 7.12% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | Reduced | 52,106 | 835 | 0.21% | 0.25% | 17 | -5,751 | -9.94% | Q2 2026 | Jul 08, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 51,910 | 832 | 0.12% | 0.19% | 18 | -18,832 | -26.62% | Q2 2026 | Jul 29, 2026 |
| Cambridge Advisors Inc. | History | Added to | 51,609 | 827 | 0.14% | 0.15% | 19 | +2,117 | 4.28% | Q2 2026 | Jul 16, 2026 |
| Claris Financial LLC | History | No change | 52,626 | 807 | 0.44% | 0.44% | 20 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Mosley Wealth Management | History | Added to | 46,173 | 740 | 0.24% | 0.08% | 21 | +35,848 | 347.2% | Q2 2026 | Jul 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 44,796 | 718 | 0.3% | 0.76% | 22 | -55,109 | -55.16% | Q2 2026 | Aug 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 43,617 | 699 | 0.06% | 0.06% | 23 | +8,592 | 24.53% | Q2 2026 | Jul 21, 2026 |
| Networth Advisors, LLC | History | Added to | 40,955 | 656 | 0.38% | 0.39% | 24 | +4,840 | 13.4% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | Added to | 40,351 | 647 | 0.02% | 0.02% | 25 | +1,476 | 3.8% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,781 | 638 | 0.0% | 0.0% | 26 | +7,274 | 22.38% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,824 | 622 | 0.0% | 0.0% | 27 | +5,692 | 17.18% | Q2 2026 | Sep 23, 2026 |
| Maridea Wealth Management LLC | History | Added to | 34,004 | 545 | 0.06% | 0.06% | 28 | +8,417 | 32.9% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Reduced | 29,727 | 476 | 0.0% | 0.0% | 29 | -3,373 | -10.19% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,071 | 354 | 0.0% | 0.0% | 30 | +11,058 | 100.41% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 20,671 | 331 | 0.0% | 0.0% | 31 | -9,371 | -31.19% | Q2 2026 | Jul 27, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 20,401 | 327 | 0.13% | — | 32 | +20,401 | New | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 18,507 | 296 | 0.01% | 0.01% | 33 | -4 | -0.02% | Q2 2026 | Jul 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 17,981 | 288 | 0.02% | — | 34 | +17,981 | New | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 17,003 | 272 | 0.0% | 0.0% | 35 | +6,853 | 67.52% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 13,724 | 220 | 0.01% | 0.01% | 36 | +147 | 1.08% | Q2 2026 | Jul 20, 2026 |
| Ignite Planners, LLC | History | Added to | 12,886 | 207 | 0.03% | 0.03% | 37 | +1,595 | 14.13% | Q2 2026 | Jul 23, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 11,961 | 191 | 0.07% | 0.08% | 38 | +396 | 3.42% | Q2 2026 | Jul 16, 2026 |
| ZAZOVE ASSOCIATES LLC | History | New | 10,900 | 174 | 0.01% | — | 39 | +10,900 | New | Q2 2026 | Jul 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,721 | 171 | 0.0% | 0.0% | 40 | +546 | 5.37% | Q2 2026 | Aug 10, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 10,150 | 162 | 0.12% | 0.3% | 41 | -12,027 | -54.23% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 10,000 | 160 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Reduced | 9,524 | 152 | 0.0% | 0.0% | 43 | -634 | -6.24% | Q2 2026 | Aug 10, 2026 |
| Luminist Capital LLC | History | Added to | 9,415 | 149 | 0.17% | 0.14% | 44 | +2,562 | 37.39% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 6,230 | 99 | 0.04% | — | 45 | +6,230 | New | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,702 | 75 | 0.0% | 0.0% | 46 | -3,410 | -42.04% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | Added to | 4,547 | 72 | 0.03% | 0.03% | 47 | +925 | 25.54% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,837 | 61 | 0.0% | 0.0% | 48 | -1,729 | -31.06% | Q2 2026 | Jul 06, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 3,300 | 52 | 0.06% | 0.14% | 50 | -4,128 | -55.57% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,293 | 52 | 0.0% | 0.0% | 49 | +742 | 29.09% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,758 | 44 | 0.0% | 0.0% | 51 | +140 | 5.35% | Q2 2026 | Jul 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 2,654 | 40 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2,000 | 32 | 0.0% | — | 54 | +2,000 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 32 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 1,400 | 21 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,206 | 19 | 0.0% | 0.0% | 56 | -264 | -17.96% | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | Added to | 1,217 | 19 | 0.0% | 0.0% | 57 | +24 | 2.01% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | No change | 1,188 | 19 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Montgomery Financial Services LLC | History | New | 1,110 | 17 | 0.01% | — | 60 | +1,110 | New | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,071 | 17 | 0.0% | — | 59 | +1,071 | New | Q2 2026 | Jul 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 999 | 16 | 0.0% | 0.0% | 61 | -11,775 | -92.18% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | New | 1,000 | 16 | 0.01% | — | 62 | +1,000 | New | Q2 2026 | Jul 09, 2026 |
| SHP Wealth Management | History | Reduced | 760 | 12 | 0.0% | 0.0% | 63 | -3 | -0.39% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 685 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 273 | 4 | 0.0% | 0.0% | 65 | +26 | 10.53% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 237 | 3 | 0.0% | 0.0% | 67 | -732 | -75.54% | Q2 2026 | Aug 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 200 | 3 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MRP Capital Investments, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 131 | 2 | 0.0% | — | 69 | +131 | New | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 106 | 1 | 0.0% | 0.0% | 70 | -4,125 | -97.49% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | Added to | 101 | 1 | 0.0% | — | 71 | +100 | 10000.0% | Q2 2026 | Aug 14, 2026 |
| Cavalier Investments, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -260,455 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,065 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,676 | -100.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,195 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,803 | -100.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,223 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,328 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,046 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,500 | -100.0% | Q2 2026 | Aug 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -10,395 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,699 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,596 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q2 2026 | Jul 20, 2026 |
| STANCE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |