SVOL · Simplify Aggregate Bond ETF

$16.36 -0.08 (-0.49%) At close · Aug 28

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 49

Total Value: $184,438,648

Total Shares: 9,144,208

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 49 13F filers · Δ vs Mar 31, 2026

Top Holder

25.0%

+11.6 pts

Top 5

68.3%

+22.5 pts

Top 10

86.5%

+20.6 pts

HHI

1,221

Broadly held+624

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -41

Institutional value: -42.2%

Shares held: -41.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid WCG Wealth Advisors LLC	+421,357	2,289,171
Mega LPL Financial LLC	+336,330	1,143,999
Mega ENVESTNET ASSET MANAGEMENT INC	+153,424	1,350,119
Mid PRINCIPAL SECURITIES, INC.	+103,015	508,212
Large AE Wealth Management LLC	+64,569	768,253

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JANE STREET GROUP, LLC	−43,904	38,124
Mid Integrated Advisors Network LLC	−18,881	14,909
Mid Advisory Services Network, LLC	−3,473	50,778
Small KG Capital Management	−2,429	51,793
Micro Authentikos Wealth Advisory, LLC	−2,120	64,829

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro Copley Financial Group, Inc.	128,942	$2,600,760
Large Janney Montgomery Scott LLC	75,427	$1,521,362
Mega RAYMOND JAMES FINANCIAL INC	43,263	$872,614
Mega BANK OF AMERICA CORP /DE/	30,933	$623,918
Small Brown Financial Advisors	26,857	$541,705

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Simplify Asset Management Inc.	2,109,127	$42,920,734
Mid Sowell Financial Services LLC	1,198,667	$24,392,873
Small WealthPlan Investment Management, LLC	718,613	$14,623,774
Small Great Diamond Partners, LLC	569,038	$11,579,923
Small Brookwood Investment Group LLC	468,796	$9,539,998

Filter: New 14 Increased 21 Reduced 12 Sold out 55 Unchanged 2

Showing 49 of 49

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WCG Wealth Advisors LLC

$46,172,579

25.03%

2,289,171

ENVESTNET ASSET MANAGEMENT INC

$27,231,900

14.76%

1,350,119

LPL Financial LLC

$23,074,459

12.51%

1,143,999

AE Wealth Management LLC

$15,495,660

8.40%

768,253

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Beacon Capital Management, LLC	12	$242	0.0%	Other
Blackston Financial Advisory Group, LLC	119	$2,400	0.0%	Other
EVOLUTION WEALTH MANAGEMENT INC.	3,853	$77,715	0.5%	Other
Harlow Wealth Managment, Inc.	276	$5,566	0.0%	Other
Montgomery Financial Services	1,240	$25,010	0.2%	Other
POM Investment Strategies, LLC	7,008	$141,351	0.9%	Other
Strategy Financial Group	4,525	$91,269	0.6%	Other
Held directly	751,220	$15,152,107	97.8%	Sole

Stadion Money Management, LLC

$14,050,785

7.62%

696,618

PRINCIPAL SECURITIES, INC.

$10,250,636

5.56%

508,212

OSAIC HOLDINGS, INC.

$9,508,903

5.16%

471,438

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	144,227	$2,909,058	30.6%	Defined
LADENBURG THALMANN ASSET MANAGEMENT	125,860	$2,538,596	26.7%	Sole
OSAIC INSTITUTIONS, INC.	60	$1,210	0.0%	Defined
Osaic Advisory Services, LLC	201,291	$4,060,039	42.7%	Defined

Elevated Capital Advisors, LLC

$8,023,847

4.35%

397,811

Orion Porfolio Solutions, LLC

$2,932,193

1.59%

145,374

HOWARD BAILEY SECURITIES, LLC

$2,863,655

1.55%

141,976

Copley Financial Group, Inc.

$2,600,760

1.41%

128,942

FSA Advisors, Inc.

$2,253,674

1.22%

111,734

CreativeOne Wealth, LLC

$2,239,696

1.21%

111,041

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CreativeOne Securities joint	3,470	$69,989	3.1%	Other
Held directly	107,571	$2,169,707	96.9%	Sole

Janney Montgomery Scott LLC

$1,521,362

0.82%

75,427

Authentikos Wealth Advisory, LLC

$1,307,600

0.71%

64,829

Sanctuary Advisors, LLC

$1,296,043

0.70%

64,256

Blackston Financial Advisory Group, LLC

$1,206,347

0.65%

59,809

KG Capital Management

$1,044,664

0.57%

51,793

Advisory Services Network, LLC

$1,024,191

0.56%

50,778

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LADENBURG THALMANN ASSET MANAGEMENT	35,790	$721,884	70.5%	Other
Held directly	14,988	$302,307	29.5%	Sole

RAYMOND JAMES FINANCIAL INC

$872,614

0.47%

43,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	36,921	$744,696	85.3%	Defined
Raymond James Financial Services Advisors, Inc.	6,342	$127,918	14.7%	Defined

Greykasell Wealth Strategies, Inc.

$822,109

0.45%

40,759

JANE STREET GROUP, LLC

$768,961

0.42%

38,124

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	38,124	$768,961	100.0%	Defined

IHT Wealth Management, LLC

$718,031

0.39%

35,599

BANK OF AMERICA CORP /DE/

$623,918

0.34%

30,933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOFA SECURITIES, INC.	30,933	$623,918	100.0%	Defined

J HAGAN CAPITAL, INC.

$611,110

0.33%

30,298

Retirement Planning Group, LLC

$594,551

0.32%

29,477

MML INVESTORS SERVICES, LLC

$558,709

0.30%

27,700

Brown Financial Advisors

$541,705

0.29%

26,857

Lloyd Advisory Services, LLC.

$465,483

0.25%

23,078

Aspen Wealth Strategies, LLC

$413,263

0.22%

20,489

Mattson Financial Services, LLC

$401,302

0.22%

19,896

GOLDMAN SACHS GROUP INC

$384,742

0.21%

19,075

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	19,075	$384,742	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$355,435

0.19%

17,622

Prime Capital Investment Advisors, LLC

$346,843

0.19%

17,196

Andina Capital Management, LLC

$306,382

0.17%

15,190

Integrated Advisors Network LLC

$300,714

0.16%

14,909

CENTAURUS FINANCIAL, INC.

$263,279

0.14%

13,053

Sigma Planning Corp

$251,338

0.14%

12,461

ROYAL BANK OF CANADA

$247,565

0.13%

12,274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	2,419	$48,791	19.7%	Defined
RBC Private Counsel (USA) Inc.	9,763	$196,919	79.5%	Defined
RBC Rochdale, LLC	92	$1,855	0.7%	Defined

JPMORGAN CHASE & CO

$173,643

0.09%

8,609

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	8,609	$173,643	100.0%	Other

TOUNJIAN ADVISORY PARTNERS, LLC

$136,651

0.07%

6,775

PNC FINANCIAL SERVICES GROUP, INC.

$48,408

0.03%

2,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	2,400	$48,408	100.0%	Defined

Strive Financial Group ,LLC

$28,238

0.02%

1,400

Montgomery Financial Services LLC

$24,567

0.01%

1,218

US BANCORP \DE\

$23,477

0.01%

1,164

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	1,164	$23,477	100.0%	Defined

GFS Advisors, LLC

$20,170

0.01%

1,000

FIFTH THIRD BANCORP

$14,623

0.01%

725

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	725	$14,623	100.0%	Defined

MORGAN STANLEY

$11,395

0.01%

565

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	565	$11,395	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$10,468

0.01%

519

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	519	$10,468	100.0%	Sole

Key facts CIK 1810747 CUSIP 82889N723 13F (30d) 50 filings 50 filers Visit website