Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / VOLATILITY PREM
-
Total 13F shares
-
7,319,378
-
Share change
-
+21,065
-
Total reported value
-
$133,953,612
-
Put/Call ratio
-
33%
-
Price per share
-
$18.39
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Number of holders
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85
-
Value change
-
+$488,877
-
Number of buys
-
50
-
Number of sells
-
44
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) as of Q2 2025
As of 30 Jun 2025 SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) had 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,319,378 shares of stock of the company.
Largest 10 holders included AE Wealth Management LLC, Beacon Capital Management, LLC, POM Investment Strategies, LLC, Parkside Investments, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Elevated Capital Advisors, LLC, Visionary Wealth Advisors, FSA Advisors, Inc., Legacy Investment Solutions, LLC, and Legacy Wealth Managment, LLC/ID.
This table shows 85 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.