As of 30 Sep 2025, 72 institutional investors reported holding 4,666,660 shares of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 60,585 | $1,063,865 | -$955,469 | $17.56 | 1 |
| 2025 Q3 | 4,666,660 | $83,999,628 | -$42,649,698 | $18.00 | 72 |
| 2025 Q2 | 7,319,378 | $133,953,612 | +$488,875 | $18.39 | 85 |
| 2025 Q1 | 6,891,166 | $125,438,287 | +$16,085,971 | $18.18 | 91 |
| 2024 Q4 | 6,177,258 | $128,660,769 | +$24,741,389 | $20.79 | 92 |
| 2024 Q3 | 4,886,812 | $107,291,929 | +$7,327,582 | $21.96 | 76 |
| 2024 Q2 | 3,580,713 | $80,446,709 | -$31,280,021 | $22.46 | 64 |
| 2024 Q1 | 4,985,391 | $112,996,203 | +$20,623,394 | $22.66 | 60 |
| 2023 Q4 | 4,074,332 | $92,738,428 | +$27,654,570 | $22.78 | 47 |
| 2023 Q3 | 2,870,393 | $64,598,063 | -$3,360,983 | $22.51 | 38 |
| 2023 Q2 | 3,037,029 | $69,698,702 | +$9,827,357 | $22.95 | 37 |
| 2023 Q1 | 2,781,982 | $60,903,490 | +$27,636,774 | $21.75 | 26 |
| 2022 Q4 | 1,681,083 | $37,749,257 | -$8,933,968 | $21.90 | 22 |
| 2022 Q3 | 1,840,935 | $38,475,000 | -$2,285,065 | $20.90 | 20 |
| 2022 Q2 | 2,151,201 | $48,347,000 | +$16,284 | $22.19 | 15 |
| 2022 Q1 | 2,120,615 | $51,997,000 | +$19,883,728 | $24.41 | 12 |
| 2021 Q4 | 1,188,376 | $32,119,000 | +$10,573,134 | $26.98 | 10 |
| 2021 Q3 | 787,157 | $20,889,000 | +$17,471,835 | $26.54 | 6 |
| 2021 Q2 | 127,912 | $3,462,000 | +$3,462,001 | $27.04 | 4 |
| 2021 Q1 | 14,948 | $365,000 | $0 | $24.42 | 1 |