Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
US ˙ ARCA ˙ US82889N8636

SecuritySVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,231 shares
Latest Disclosed Value $ 64,904
IFP Advisors, Inc reports 15.73% increase in ownership of SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,231 shares of Simplify Exchange Traded Funds - Simplify Volatility Premium ETF (US:SVOL) valued at $64,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,656 shares of Simplify Exchange Traded Funds - Simplify Volatility Premium ETF. This represents a change in shares of 15.73% during the quarter. The current value of the position is $67,781 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 4,231 575 15.73 65 0.00 0.0013
2026-02-06 2025-12-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 3,656 -1,080 -22.80 64 -24.71 0.0014
2026-02-06 2025-09-30 13F/A-1 SIMPLIFY EXCHANGE TRADED FUNVOLATILITY PREM mc 82889N863 4,736 77 1.65 85 0.00 0.0022
2025-12-02 2025-09-30 13F SIMPLIFY EXCHANGE TRADED FUNVOLATILITY PREM mc 82889N863 4,736 77 85 0.0022
2025-07-24 2025-06-30 13F SIMPLIFY EXCHANGE TRADED FUNVOLATILITY PREM mc 82889N863 4,659 -22 -0.47 86 0.00 0.0024
2025-05-05 2025-03-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 4,681 457 10.82 85 -2.30 0.0026
2025-02-04 2024-12-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 4,224 -167 -3.80 88 -9.37 0.0029
2025-02-04 2024-09-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 4,391 327 8.05 96 5.49 0.0035
2024-07-30 2024-06-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 4,064 480 13.39 91 12.35 0.0036
2024-07-30 2024-03-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 3,584 3,584 81 0.0036
2024-01-09 2023-12-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 0 -11,189 -100.00 0 -100.00
2023-10-12 2023-09-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 11,189 -23,643 -67.88 252 -68.59 0.0113
2023-08-14 2023-06-30 13F/A-1 SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 34,832 -83,408 -70.54 799 -73.12 0.0334
2023-08-04 2023-06-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 34,832 -83,408 876 0.0405
2023-04-18 2023-03-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 118,240 -134,504 -53.22 2,974 49,450.00 0.1294
2023-02-07 2022-12-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 252,744 19,815 8.51 6 -99.90 0.1704
2022-11-08 2022-09-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 232,929 29,803 14.67 5,877 14.61 0.1532
2022-09-06 2022-06-30 13F/A-1 SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 203,126 0 0.00 5,128 0.00 0.1644
2022-09-06 2022-03-31 13F/A-1 SIMPLIFY EXCHANGE TRADED FUN mc 82889N863 203,126 133,865 193.28 5,128 173.35 0.1644
2022-08-08 2022-03-31 13F SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM CEF 82889N863 74,598 5,337 1,892 0.0386
2022-01-12 2021-12-31 13F SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM CEF 82889N863 69,261 1,067 1.56 1,876 2.96 0.0367
2021-10-06 2021-09-30 13F SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM CEF 82889N863 68,194 6,697 10.89 1,822 9.36 0.0364
2021-07-13 2021-06-30 13F SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM CEF 82889N863 61,497 61,497 1,666 0.0345
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.