SVOLSIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N863 · Yahoo Finance ↗ · Google Finance ↗
Simplify Exchange Traded Fun (SVOL) has 79 institutional holders in Filings Flow’s 13F database, together reporting 3.74M shares worth $57M as of Q1 2026. The largest reported holders are Ae Wealth Management LLC, Parkside Investments, LLC, and Elevated Capital Advisors, LLC.
Institutional Holders
79
Q1 2026
Reported Value
$57M
Ticker
SVOL
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Key Capital Management, INC$151M AUM | 1.73% | $3M | 170.5K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 1.56% | $3M | 163.2K | Q2 2025OLDER |
| Owen LaRue, LLC$261M AUM | 1.37% | $4M | 232.8K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 1.18% | $5M | 304.6K | Q1 2026 |
| Parkside Investments, LLC$823M AUM | 0.95% | $7M | 380.2K | Q2 2025OLDER |
| FSA Advisors, Inc.$152M AUM | 0.87% | $1M | 86.0K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.77% | $2M | 121.6K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.76% | $2M | 99.9K | Q1 2026 |
| Authentikos Wealth Advisory, LLC$148M AUM | 0.63% | $926,531 | 60.4K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.57% | $2M | 91.1K | Q2 2025OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.51% | $812,202 | 52.9K | Q1 2026 |
| Andina Capital Management, LLC$113M AUM | 0.48% | $802,071 | 45.7K | Q4 2025OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.47% | $2M | 100.2K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.44% | $807,283 | 52.6K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.39% | $554,004 | 36.1K | Q1 2026 |
| Park Edge Advisors, LLC$434M AUM | 0.35% | $1M | 97.7K | Q1 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.33% | $702,450 | 39.0K | Q3 2025OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.30% | $340,200 | 22.2K | Q1 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.29% | $711,362 | 46.4K | Q1 2026 |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.26% | $275,955 | 15.7K | Q4 2025OLDER |
| CAP Partners, LLC$177M AUM | 0.26% | $408,495 | 22.2K | Q2 2025OLDER |
| Clarity Capital Partners LLC$280M AUM | 0.25% | $711,344 | 38.7K | Q2 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.25% | $887,533 | 57.9K | Q1 2026 |
| Guild Investment Management, Inc.$140M AUM | 0.25% | $336,924 | 19.2K | Q4 2025OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.23% | $378,942 | 20.6K | Q2 2025OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.19% | $1M | 70.7K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.15% | $759,204 | 49.5K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.12% | $587,554 | 32.6K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.12% | $3M | 177.7K | Q1 2026 |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.12% | $161,070 | 10.5K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.11% | $285,285 | 16.4K | Q4 2025OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.11% | $4M | 260.5K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.10% | $290,924 | 16.6K | Q4 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.10% | $247,814 | 14.1K | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.09% | $254,340 | 14.1K | Q3 2025OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.09% | $159,458 | 10.4K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.09% | $231,916 | 12.6K | Q2 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.08% | $185,850 | 10.3K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.08% | $177,410 | 11.6K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.07% | $271,800 | 15.1K | Q3 2025OLDER |
| JT Stratford LLC$786M AUM | 0.06% | $399,265 | 21.7K | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.06% | $11M | 699.9K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.06% | $392,503 | 25.6K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.06% | $537,282 | 35.0K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.05% | $2M | 129.7K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.05% | $87,423 | 5.7K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.04% | $198,152 | 10.9K | Q2 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.03% | $56,000 | 3.6K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $586,422 | 32.6K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.03% | $173,496 | 11.3K | Q1 2026 |
| Smith Anglin Financial, LLC$1.1B AUM | 0.03% | $280,235 | 15.2K | Q2 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $258,395 | 14.7K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $596,343 | 38.9K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.02% | $59,098 | 3.4K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $476,537 | 31.1K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $219,793 | 14.3K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.01% | $184,788 | 12.0K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $217,097 | 13.6K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $40,712 | 2.7K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $1M | 84.9K | Q2 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $316,860 | 17.2K | Q2 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $283,952 | 18.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $279,541 | 18.2K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $460,844 | 30.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $155,829 | 10.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $332,510 | 21.7K | Q1 2026 |
| STANCE CAPITAL LLC$206M AUM | 0.00% | $7,961 | 519 | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 73.3K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $12,573 | 716 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $85,392 | 5.6K | Q1 2026 |
| MRP Capital Investments, LLC$115M AUM | 0.00% | $3,068 | 200 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 123.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $156,079 | 10.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $155,701 | 10.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 81.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $240,915 | 13.1K | Q2 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $767,415 | 41.7K | Q2 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $7,977 | 520 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $18,301 | 1.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $498,655 | 32.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $64,904 | 4.2K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $24,560 | 1.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $124,438 | 8.1K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $11,698 | 763 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $153,400 | 10.0K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $3,068 | 200 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $2,758 | 150 | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 202.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $40,294 | 2.6K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $319,118 | 20.8K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $10,364 | 685 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $265,949 | 14.8K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 98.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $310,960 | 17.3K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $54,875 | 3.1K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $22,550 | 1.5K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $565,695 | 32.2K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,937 | 257 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $30,680 | 2.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $33,978 | 10.9K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $508,239 | 33.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $507,754 | 33.1K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $195,953 | 12.8K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $325,131 | 21.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,998 | 163 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $8,154 | 453 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $168,939 | 11.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $15,804 | 900 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $6,876 | 382 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3,789 | 247 | Q1 2026 |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $140 | 8 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $38,546 | 2.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14,865 | 969 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $324 | 18 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5,756 | 313 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $738 | 48 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $603 | 33 | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $14 | 1 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2,000 | 114 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $18,232 | 1.2K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $42 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.