Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / VOLATILITY PREM
-
Total 13F shares
-
4,147,332
-
Share change
-
-930,449
-
Total reported value
-
$72,831,394
-
Put/Call ratio
-
34%
-
Price per share
-
$17.56
-
Number of holders
-
79
-
Value change
-
-$16,475,227
-
Number of buys
-
35
-
Number of sells
-
38
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) as of Q4 2025
As of 31 Dec 2025,
SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,147,332 shares.
The largest 10 holders included
AE Wealth Management LLC, Elevated Capital Advisors, LLC, Owen LaRue, LLC, POM Investment Strategies, LLC, Visionary Wealth Advisors, COMMONWEALTH EQUITY SERVICES, LLC, Key Capital Management, INC, Beacon Capital Management, LLC, One Capital Management, LLC, and HOWARD BAILEY SECURITIES, LLC.
This page lists
79
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.