Who Owns SIMPLIFY (SVOL)? -- Institutional Holders (2026-06-30)

88 institutions reported holding $61.0M of SIMPLIFY (SVOL) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($12.6M), Owen LaRue, LLC ($7.4M), Elevated Capital Advisors, LLC ($5.6M), Key Capital Management, INC ($3.0M), JANE STREET GROUP, LLC ($3.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$12.6M787,825Added
2Owen LaRue, LLC$7.4M462,950Added
3Elevated Capital Advisors, LLC$5.6M346,217Added
4Key Capital Management, INC$3.0M185,930Added
5JANE STREET GROUP, LLC$3.0M185,200Trimmed
6Visionary Wealth Advisors$2.6M161,568Trimmed
7One Capital Management, LLC$2.0M129,710Hold
8HOWARD BAILEY SECURITIES, LLC$2.0M123,270Added
9Park Edge Advisors, LLC$1.9M119,051Added
10B.O.S.S. Retirement Advisors, LLC$1.7M108,800Added
11FSA Advisors, Inc.$1.6M98,518Added
12CAPTRUST FINANCIAL ADVISORS$1.2M72,633Trimmed
13CITADEL ADVISORS LLC$1.1M68,545Trimmed
14COMMONWEALTH EQUITY SERVICES, LLC$1.1M67,846Trimmed
15Authentikos Wealth Advisory, LLC$931,64058,082Trimmed
16Blackston Financial Advisory Group, LLC$909,72756,716Added
17Tactive Advisors, LLC$835,78552,106Trimmed
18Beacon Capital Management, LLC$832,63951,910Trimmed
19Cambridge Advisors Inc.$827,80651,609Added
20Mosley Wealth Management$740,60946,173Added
21Legacy Wealth Managment, LLC/ID$718,52544,796Trimmed
22Discipline Wealth Solutions, LLC$699,62143,617Added
23Networth Advisors, LLC$656,92440,955Added
24Sigma Planning Corp$647,23240,351Added
25MML INVESTORS SERVICES, LLC$638,08039,781Added

Source: SEC Form 13F filings · as of 2026-06-30