SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL)

CUSIP: 82889N863

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / VOLATILITY PREM
Total 13F shares
3,698,050
Share change
-394,089
Total reported value
$56,764,873
Put/Call ratio
78%
Price per share
$15.34
Number of holders
78
Value change
-$6,623,756
Number of buys
39
Number of sells
39

Security key

82889N863

Report period

Q1 2026

Institutions

78

Top holders

10

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 Q1 2026

As of 31 Mar 2026, SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) was held by 78 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,698,050 shares. The largest 10 holders included AE Wealth Management LLC, Elevated Capital Advisors, LLC, Cavalier Investments, LLC, Owen LaRue, LLC, Visionary Wealth Advisors, Key Capital Management, INC, One Capital Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, HOWARD BAILEY SECURITIES, LLC, and B.O.S.S. Retirement Advisors, LLC. This page lists 78 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
80
Q1 2026 holders
78
Holder diff
-2
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 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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