SIMPLIFY EXCHANGE TRADED FUN

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SVOL·82889N863·US·ETF·Unknown - Unknown

SVOL (SIMPLIFY EXCHANGE TRADED FUN) is held by 20 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($12.6M), CAPTRUST FINANCIAL ADVISORS ($1.2M), COMMONWEALTH EQUITY SERVICES, LLC ($1.1M). Net institutional sentiment: Mixed.

20

Holders

(5 Elite)

$18M

Total Value

45% (20)

Consensus

9 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)46

Insider (Form 4)58

Activist (13D/13G)29

Congressional (STOCK Act)65

Holder Quality

89

★★★★★

Elite

53

★★★★

Strong

17

★★★

Solid

55

★★

Below

38

★

Weak

Held by 20 funds

5 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SVOL.

Top Holders

Top Holders (20)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	787,825(+12.6%)	$12.6M	0.1%	+10.41%	31
CAPTRUST FINANCIAL ADVISORS	Decreased	72,633(-10.9%)	$1.2M	0.0%	+20.61%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	67,846(-44.9%)	$1.1M	0.0%	+15.41%	0
MML INVESTORS SERVICES, LLC	Increased	39,781(+22.4%)	$638,080	0.0%	+7.01%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	38,824(+17.2%)	$622,734	0.0%	+6.67%	28
LPL Financial LLC	Decreased	29,727(-10.2%)	$476,821	0.0%	+6.09%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	22,071(+100.4%)	$354,019	0.0%	+7.99%	26
MAMATHER GROUP, LLC.	Decreased	20,671(-31.2%)	$331,563	0.0%	+13.51%	0
CITADEL ADVISORS LLC	New	13,745	$220,470	0.0%	+2.99%	35
Allworth Financial LP	Unchanged	10,000	$160,400	0.0%	+10.55%	0
Aptus Capital Advisors, LLC	Decreased	4,702(-42.0%)	$75,420	0.0%	+10.45%	0
JPMORGAN CHASE & CO	Increased	3,293(+29.1%)	$52,457	0.0%	+10.96%	18
Farther Finance Advisors, LLC	Increased	2,758(+5.3%)	$44,240	0.0%	+4.91%	21
Steward Partners Investment Advisory, LLC	New	2,000	$32,080	0.0%	+2.99%	27
HUNTINGTON NATIONAL BANK	Unchanged	2,000	$32,080	0.0%	+10.55%	0
BlackRock, Inc.	Unchanged	1,188	$19,064	0.0%	+17.66%	0
SIMPLEX TRADING, LLC	Decreased	999(-92.2%)	$16,023	0.0%	+13.51%	0
OSAIC HOLDINGS, INC.	Increased	273(+10.5%)	$4,379	0.0%	+8.05%	11
UBS Group AG	Decreased	237(-75.5%)	$3,801	0.0%	+7.73%	0
MORGAN STANLEY	Unchanged	3	$53	0.0%	+9.61%	0

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SVOLSIMPLIFY EXCHANGE TRADED FUN

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer