13F Insight
DOSSIER · 13F Holders · Q1 2026
SVOL

SIMPLIFY EXCHANGE TRADED FUN

88 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N863·88 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$54M
visible holders
Holders
88
filers reporting
Concentration
19.77%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

88 institutions reported SVOL in Q1 2026. AE Wealth Management LLC leads at 19.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$11M700K0.06%Q1 202602
Owen LaRue, LLC
CIK 0001965328
$7M463K2.58%Q2 202603
Elevated Capital Advisors, LLC
CIK 0001802387
$5M305K1.18%Q1 202604
Cavalier Investments, LLC
CIK 0001655543
$4M260K0.11%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M203K0.00%Q1 202606
Visionary Wealth Advisors
CIK 0001802984
$3M178K0.12%Q1 202607
Key Capital Management, INC
CIK 0002107249
$3M171K1.73%Q1 202608
One Capital Management, LLC
CIK 0001606588
$2M130K0.05%Q1 202609
Park Edge Advisors, LLC
CIK 0001965659
$2M119K0.40%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M123K0.00%Q1 202611
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$2M122K0.77%Q1 202612
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$2M109K0.47%Q2 202613
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$2M100K0.76%Q1 202614
FSA Advisors, Inc.
CIK 0001905627
$2M87K1.06%Q4 202515
CITADEL ADVISORS LLC
CIK 0001423053
$1M85K0.00%Q4 202516
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M82K0.00%Q1 202617
Beacon Capital Management, LLC
CIK 0001921487
$1M71K0.19%Q1 202618
GREENBERG FINANCIAL GROUP
CIK 0000946626
$985K56K0.41%Q4 202519
Authentikos Wealth Advisory, LLC
CIK 0001967054
$927K60K0.63%Q1 202620
Tactive Advisors, LLC
CIK 0002002409
$836K52K0.21%Q2 2026
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