Who Owns SIMPLIFY EXCHANGE TRADED FUN (SVOL)? -- Institutional Holders (2026-06-30)
40 institutions reported holding $40.4M of SIMPLIFY EXCHANGE TRADED FUN (SVOL) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($12.6M), Owen LaRue, LLC ($7.4M), Elevated Capital Advisors, LLC ($5.6M), Key Capital Management, INC ($3.0M), Park Edge Advisors, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AE Wealth Management LLC | $12.6M | 787,825 | Added |
| 2 | Owen LaRue, LLC | $7.4M | 462,950 | Added |
| 3 | Elevated Capital Advisors, LLC | $5.6M | 346,217 | Added |
| 4 | Key Capital Management, INC | $3.0M | 185,930 | Added |
| 5 | Park Edge Advisors, LLC | $1.9M | 119,051 | Added |
| 6 | B.O.S.S. Retirement Advisors, LLC | $1.7M | 108,800 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 67,846 | Trimmed |
| 8 | Tactive Advisors, LLC | $835,785 | 52,106 | Trimmed |
| 9 | Beacon Capital Management, LLC | $832,639 | 51,910 | Trimmed |
| 10 | Cambridge Advisors Inc. | $827,806 | 51,609 | Added |
| 11 | Mosley Wealth Management | $740,609 | 46,173 | Added |
| 12 | Discipline Wealth Solutions, LLC | $699,621 | 43,617 | Added |
| 13 | Networth Advisors, LLC | $656,924 | 40,955 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $622,734 | 38,824 | Added |
| 15 | MATHER GROUP, LLC. | $331,563 | 20,671 | Trimmed |
| 16 | Wealthcare Advisory Partners LLC | $296,846 | 18,507 | Trimmed |
| 17 | Fiduciary Alliance LLC | $220,128 | 13,724 | Added |
| 18 | Ignite Planners, LLC | $207,365 | 12,886 | Added |
| 19 | Decker Retirement Planning Inc. | $191,858 | 11,961 | Added |
| 20 | ZAZOVE ASSOCIATES LLC | $174,836 | 10,900 | New |
| 21 | Stirlingshire Investments, Inc. | $162,813 | 10,150 | Trimmed |
| 22 | Strive Financial Group ,LLC | $72,934 | 4,547 | Added |
| 23 | CoreCap Advisors, LLC | $61,549 | 3,837 | Trimmed |
| 24 | POM Investment Strategies, LLC | $52,935 | 3,300 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $44,240 | 2,758 | Added |
Source: SEC Form 13F filings · as of 2026-06-30