13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F Institutional Holdings
Options Calculator Rankings
S

SIMPLIFY EXCHANGE TRADED FUN

SVOL
Institutions
72
Combined AUM (Q2 2026)
$61.7M
Combined Shares (Q2 2026)
3.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+572,146
40 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-746,198
42 · 19 Exit · ≈
⚖️ Net
-174,052
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$61.7M
Institutions
72
New Buys
10
Adds
30
Reduces
23
Exits
19
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AE Wealth Management LLC
0.06%0.06%#25$12.6M787,825$10.7M699,923+87,902+12.56%Add
Owen LaRue, LLC
2.58%1.37%#1$7.4M462,950$3.6M232,818+230,132+98.85%Add
Elevated Capital Advisors, LLC
1.53%1.18%#3$5.6M346,217$4.7M304,641+41,576+13.65%Add
Key Capital Management, INC
1.54%1.73%#2$3.0M185,930$2.6M170,500+15,430+9.05%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#54$3.0M185,200$3.1M202,742-17,542-8.65%Reduce
Visionary Wealth Advisors
0.1%0.12%#20$2.6M161,568$2.7M177,664-16,096-9.06%Reduce
One Capital Management, LLC
0.06%0.05%#26$2.0M129,710$2.0M129,71000.00%Unchanged
HOWARD BAILEY SECURITIES, LLC
0.74%0.77%#4$2.0M123,270$1.9M121,647+1,623+1.33%Add
Park Edge Advisors, LLC
0.4%0.35%#9$1.9M119,051$1.5M97,673+21,378+21.89%Add
B.O.S.S. Retirement Advisors, LLC
0.47%0.47%#8$1.7M108,800$1.5M100,242+8,558+8.54%Add
FSA Advisors, Inc.
0.72%0.87%#5$1.6M98,518$1.3M86,050+12,468+14.49%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#43$1.2M72,633$1.3M81,532-8,899-10.91%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#59$1.1M68,545$1.5M98,000-29,455-30.06%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#45$1.1M67,846$1.9M123,047-55,201-44.86%Reduce
Authentikos Wealth Advisory, LLC
0.59%0.63%#6$931,64058,082$926,53160,400-2,318-3.84%Reduce
Blackston Financial Advisory Group, LLC
0.51%0.51%#7$909,72756,716$812,20252,947+3,769+7.12%Add
Tactive Advisors, LLC
0.21%0.25%#14$835,78552,106$887,53357,857-5,751-9.94%Reduce
Beacon Capital Management, LLC
0.12%0.19%#18$832,63951,910$1.1M70,742-18,832-26.62%Reduce
Cambridge Advisors Inc.
0.14%0.15%#16$827,80651,609$759,20449,492+2,117+4.28%Add
Mosley Wealth Management
0.24%0.08%#13$740,60946,173$185,85010,325+35,848+347.20%Add
Legacy Wealth Managment, LLC/ID
0.3%0.76%#12$718,52544,796$1.5M99,905-55,109-55.16%Reduce
GREENBERG FINANCIAL GROUP
0.4%0.29%#10$711,36246,373$711,36246,37300.00%Unchanged
Discipline Wealth Solutions, LLC
0.06%0.06%#22$699,62143,617$537,28235,025+8,592+24.53%Add
Networth Advisors, LLC
0.38%0.39%#11$656,92440,955$554,00436,115+4,840+13.40%Add
Sigma Planning Corp
0.02%0.02%#31$647,23240,351$596,34338,875+1,476+3.80%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#46$638,08039,781$498,65532,507+7,274+22.38%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#58$622,73438,824$508,23933,132+5,692+17.18%Add
Maridea Wealth Management LLC
0.06%0.06%#24$545,42334,004$392,50325,587+8,417+32.90%Add
LPL Financial LLC
<0.01%<0.01%#60$476,82129,727$507,75433,100-3,373-10.19%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#65$354,01922,071$168,93911,013+11,058+100.41%Add
MATHER GROUP, LLC.
<0.01%<0.01%#38$331,56320,671$460,84430,042-9,371-31.19%Reduce
Lloyd Advisory Services, LLC.
0.13%#17$327,23920,401$00+20,401New Buy
Wealthcare Advisory Partners LLC
0.01%0.01%#36$296,84618,507$283,95218,511-4-0.02%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.02%#30$288,41217,981$00+17,981New Buy
OLD MISSION CAPITAL LLC
<0.01%<0.01%#37$272,72817,003$155,70110,150+6,853+67.52%Add
Fiduciary Alliance LLC
0.01%0.01%#33$220,12813,724$217,09713,577+147+1.08%Add
Ignite Planners, LLC
0.03%0.03%#29$207,36512,886$173,49611,291+1,595+14.13%Add
Decker Retirement Planning Inc.
0.07%0.08%#21$191,85811,961$177,41011,565+396+3.42%Add
ZAZOVE ASSOCIATES LLC
0.01%0.01%#34$174,83610,900$167,20610,90000.00%Unchanged
Arkadios Wealth Advisors
<0.01%<0.01%#39$171,95710,721$156,07910,175+546+5.37%Add
Stirlingshire Investments, Inc.
0.12%0.3%#19$162,81310,150$340,20022,177-12,027-54.23%Reduce
Allworth Financial LP
<0.01%<0.01%#49$160,40010,000$153,40010,00000.00%Unchanged
Arax Advisory Partners
<0.01%<0.01%#47$152,7689,524$155,82910,158-634-6.24%Reduce
Luminist Capital LLC
0.16%0.14%#15$149,2759,415$105,1206,853+2,562+37.39%Add
TOUNJIAN ADVISORY PARTNERS, LLC
0.04%#27$99,9266,230$00+6,230New Buy
Aptus Capital Advisors, LLC
<0.01%<0.01%#51$75,4204,702$124,4388,112-3,410-42.04%Reduce
Strive Financial Group ,LLC
0.03%0.03%#28$72,9344,547$63,6023,622+925+25.54%Add
CoreCap Advisors, LLC
<0.01%<0.01%#41$61,5493,837$85,3925,566-1,729-31.06%Reduce
POM Investment Strategies, LLC
0.06%0.14%#23$52,9353,300$113,9537,428-4,128-55.57%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#68$52,4573,293$38,5462,551+742+29.09%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow