SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL)

CUSIP: 82889N863

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / VOLATILITY PREM
Total 13F shares
4,886,812
Share change
+338,679
Total reported value
$107,291,929
Put/Call ratio
1035%
Price per share
$21.96
Number of holders
76
Value change
+$7,327,592
Number of buys
54
Number of sells
24

Quarterly Holders Quick Answers

What is CUSIP 82889N863?
CUSIP 82889N863 identifies SVOL - SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of SVOL - SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) as of Q3 2024

As of 30 Sep 2024, SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) was held by 76 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,886,812 shares. The largest 10 holders included Legacy Investment Solutions, LLC, Legacy Wealth Managment, LLC/ID, PEAK FINANCIAL ADVISORS LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cumberland Partners Ltd, Parkside Investments, LLC, AE Wealth Management LLC, CITADEL ADVISORS LLC, One Capital Management, LLC, and 3EDGE Asset Management, LP. This page lists 76 institutional shareholders reporting positions in this security for the Q3 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders
64
Q3 2024 holders
76
Holder diff
12
Investor Q2 2024 Shares Q3 2024 Shares Share Diff Share Chg % Q2 2024 Value $ Q3 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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