92 institutions reported holding $60.9M of SIMPLIFY EXCHANGE TRADED FUN (SVOL) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($10.7M), Elevated Capital Advisors, LLC ($4.7M), Cavalier Investments, LLC ($4.0M), Owen LaRue, LLC ($3.6M), JANE STREET GROUP, LLC ($3.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $10.7M | 699,923 | Trimmed |
| 2 | Elevated Capital Advisors, LLC | $4.7M | 304,641 | Trimmed |
| 3 | Cavalier Investments, LLC | $4.0M | 260,455 | New |
| 4 | Owen LaRue, LLC | $3.6M | 232,818 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $3.1M | 202,742 | Added |
| 6 | Visionary Wealth Advisors | $2.7M | 177,664 | Trimmed |
| 7 | Key Capital Management, INC | $2.6M | 170,500 | Added |
| 8 | One Capital Management, LLC | $2.0M | 129,710 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 123,047 | Trimmed |
| 10 | HOWARD BAILEY SECURITIES, LLC | $1.9M | 121,647 | Added |
| 11 | B.O.S.S. Retirement Advisors, LLC | $1.5M | 100,242 | Added |
| 12 | Legacy Wealth Managment, LLC/ID | $1.5M | 99,905 | Trimmed |
| 13 | CITADEL ADVISORS LLC | $1.5M | 98,000 | Added |
| 14 | Park Edge Advisors, LLC | $1.5M | 97,673 | Added |
| 15 | FSA Advisors, Inc. | $1.3M | 86,050 | Trimmed |
| 16 | CAPTRUST FINANCIAL ADVISORS | $1.3M | 81,532 | Added |
| 17 | Beacon Capital Management, LLC | $1.1M | 70,742 | Trimmed |
| 18 | Authentikos Wealth Advisory, LLC | $926,531 | 60,400 | Trimmed |
| 19 | Tactive Advisors, LLC | $887,533 | 57,857 | Trimmed |
| 20 | Blackston Financial Advisory Group, LLC | $812,202 | 52,947 | Added |
| 21 | Claris Financial LLC | $807,283 | 52,626 | Added |
| 22 | Cambridge Advisors Inc. | $759,204 | 49,492 | Added |
| 23 | Sigma Planning Corp | $596,343 | 38,875 | Added |
| 24 | Networth Advisors, LLC | $554,004 | 36,115 | Added |
| 25 | Discipline Wealth Solutions, LLC | $537,282 | 35,025 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31