SVOL

SIMPLIFY EXCHANGE TRADED FUN

Institutional Ownership · Q4 2025

Filing: Q4 2025

SIMPLIFY EXCHANGE TRADED FUN (SVOL) is held by 499 institutional investors with combined holdings of $7.9B. Major holders include Simplify Asset Management, AE Wealth Management LLC, ENVESTNET ASSET MANAGEMEN.

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Institutional Holders

499

Total Value

$7.9B

Ownership %

—

🏦 Top Institutional Holders

Simplify Asset Management Inc.

54.2M shares

$4.6B

AE Wealth Management LLC

9.3M shares

$219.2M

ENVESTNET ASSET MANAGEMENT INC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.0M shares

$124.0M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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