Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Simplify Volatility Premium ETF (SVOL) Institutional Ownership

Simplify Volatility Premium ETF logo
$17.45 -0.13 (-0.74%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$17.47 +0.02 (+0.14%)
As of 04:14 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Simplify Volatility Premium ETF (NYSEARCA:SVOL)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$111.38M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$36.85M
Get SVOL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify Volatility Premium ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SVOL Institutional Buying and Selling by Quarter

Simplify Volatility Premium ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Jane Street Group LLC114,135$2.10M0.0%N/A0.240%
8/14/2025Napa Wealth Management38,807$714K0.3%+2.5%0.082%
8/14/2025 Transce3nd LLC15,689$289K0.1%+25.2%0.033%
8/13/2025 JT Stratford LLC21,711$399K0.1%+7.9%0.046%
8/11/2025 TD Waterhouse Canada Inc.84,900$1.56M0.0%+60.7%0.175%
8/8/2025 Collaborative Wealth Managment Inc.32,746$602K0.3%+11.5%0.068%
8/7/2025 Blackston Financial Advisory Group LLC51,324$944K0.4%N/A0.106%
8/7/2025 Aspen Wealth Strategies LLC20,606$379K0.2%-45.2%0.043%
8/7/2025 Allworth Financial LP10,000$184K0.0%N/A0.021%
8/6/2025 Decker Retirement Planning Inc.55,253$1.02M0.6%+199.6%0.114%
8/6/2025 AE Wealth Management LLC1,771,470$32.58M0.2%+27.9%3.656%
8/6/2025 Legacy Wealth Managment LLC ID163,193$3.00M1.6%-29.9%0.337%
8/5/2025 Huntington National Bank2,000$37K0.0%N/A0.004%
8/5/2025 Bank of Montreal Can24,455$450K0.0%+47.0%0.050%
8/5/2025 Sigma Planning Corp33,858$623K0.0%+13.8%0.070%
8/1/2025 FSA Advisors Inc.183,457$3.37M2.7%+145.2%0.379%
7/31/2025 Whipplewood Advisors LLC4,961$91K0.1%+24,705.0%0.010%
7/31/2025 CAP Partners LLC22,213$408K0.3%+3.3%0.046%
7/30/2025 Avidian Wealth Enterprises LLC31,065$571K0.0%N/A0.064%
7/30/2025 Drive Wealth Management LLC94,109$1.73M0.4%+19.0%0.194%
7/21/2025 Clarity Capital Partners LLC38,681$711K0.3%+15.9%0.080%
7/18/2025 B.O.S.S. Retirement Advisors LLC74,349$1.37M0.3%+194.3%0.154%
7/18/2025 Parkside Investments LLC380,171$6.99M0.9%-0.9%0.786%
7/17/2025 Janney Montgomery Scott LLC17,075$314K0.0%-5.5%0.035%
7/17/2025 Smith Anglin Financial LLC15,238$280K0.0%-52.3%0.032%
7/17/2025 Beacon Capital Management LLC1,174,210$21.59M2.9%+34.5%2.429%
7/16/2025 Cambridge Advisors Inc.48,288$888K0.2%-3.8%0.100%
7/16/2025 Owen LaRue LLC126,496$2.33M1.0%+121.1%0.262%
7/11/2025 Farther Finance Advisors LLC2,244$41K0.0%-91.4%0.005%
7/9/2025 Tounjian Advisory Partners LLC10,900$198K0.0%-24.8%0.022%
7/9/2025 Fiduciary Alliance LLC44,416$817K0.1%-9.6%0.091%
7/7/2025 Park Edge Advisors LLC85,156$1.57M0.4%+22.5%0.172%
5/16/2025Arete Wealth Advisors LLC98,206$1.79M0.1%+9.2%0.185%
5/16/2025 Legacy Wealth Managment LLC ID232,920$4.23M3.0%-30.4%0.438%
5/15/2025 Focus Partners Advisor Solutions LLC10,734$195K0.0%N/A0.020%
5/14/2025 Luminist Capital LLC23,379$428K0.5%+9.8%0.044%
5/14/2025Napa Wealth Management37,845$688K0.4%+9.7%0.071%
5/14/2025 Andina Capital Management LLC80,166$1.46M1.0%+9.8%0.151%
5/13/2025 HighTower Advisors LLC12,717$231K0.0%-4.5%0.023%
5/12/2025 AlphaCore Capital LLC3,004$55K0.0%N/A0.005%
HIDDEN IN THE BOOK OF GENESIS… (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.

Watch Jim Rickards reveal the Old Testament Wealth Code
5/9/2025 Cumberland Partners Ltd126,665$2.28M0.2%-62.2%0.228%
5/8/2025 Collaborative Wealth Managment Inc.29,357$534K0.2%-2.5%0.053%
5/8/2025 CAP Partners LLC21,497$391K0.3%+6.6%0.039%
5/8/2025 FSA Advisors Inc.74,813$1.36M1.1%+141.4%0.135%
5/7/2025 Drive Wealth Management LLC79,053$1.44M0.3%+32.1%0.142%
5/6/2025 AE Wealth Management LLC1,384,816$25.18M0.2%+62.9%2.492%
5/5/2025ARQ Wealth Advisors LLC91,096$1.66M0.6%+34.2%0.164%
5/5/2025Diversify Advisory Services LLC109,305$1.81M0.1%+9.7%0.197%
5/5/2025 Transce3nd LLC12,530$228K0.1%N/A0.023%
5/2/2025 Sigma Planning Corp29,756$541K0.0%+13.8%0.054%
5/1/2025 CWM LLC2,877$52K0.0%N/A0.005%
5/1/2025 Iron Horse Wealth Management LLC2,700$49K0.0%+1,250.0%0.005%
5/1/2025 Park Square Financial Group LLC3,444$63K0.1%N/A0.006%
4/30/2025 POM Investment Strategies LLC346,773$6.30M7.4%N/A0.624%
4/30/2025 Aspen Wealth Strategies LLC37,616$684K0.4%-2.8%0.068%
4/30/2025J Hagan Capital Inc.65,507$1.19M1.1%N/A0.118%
4/28/2025 Mutual Advisors LLC29,950$544K0.0%N/A0.054%
4/28/2025 Clarity Capital Partners LLC33,363$607K0.2%+28.2%0.060%
4/28/2025 Straight Path Wealth Management15,150$275K0.1%N/A0.027%
4/25/2025 Clay Northam Wealth Management LLC13,050$237K0.2%N/A0.023%
4/24/2025 Cambridge Advisors Inc.50,210$913K0.2%+8.6%0.090%
4/24/2025 Decker Retirement Planning Inc.18,440$335K0.2%+424.8%0.033%
4/24/2025 Elevated Capital Advisors LLC236,968$4.31M1.2%+375.3%0.426%
4/21/2025 CPA Asset Management LLC17,304$315K0.1%-55.6%0.031%
4/21/2025 Compass Capital Corp MA ADV46,046$837K0.4%-4.5%0.083%
4/21/2025 Beacon Capital Management LLC873,164$15.87M2.1%+110.6%1.571%
4/18/2025 Prosperity Wealth Management Inc.46,554$846K0.4%+94.6%0.085%
4/17/2025 Authentikos Wealth Advisory LLC117,191$2.13M1.8%N/A0.213%
4/16/2025 Parkside Investments LLC383,495$6.97M1.0%+20.7%0.698%
4/14/2025 Tounjian Advisory Partners LLC14,496$264K0.0%N/A0.026%
4/14/2025 Farther Finance Advisors LLC25,947$475K0.0%-53.2%0.047%
4/10/2025 Park Edge Advisors LLC69,516$1.26M0.4%+14.4%0.127%
4/10/2025 Peak Financial Advisors LLC502,384$9.13M4.6%+3.2%0.915%
4/10/2025 Smith Anglin Financial LLC31,927$580K0.1%-60.3%0.058%
4/9/2025 RFG Advisory LLC22,106$402K0.0%N/A0.040%
4/9/2025 Fiduciary Alliance LLC49,154$894K0.1%+23.8%0.089%
2/19/2025ARQ Wealth Advisors LLC67,899$1.41M0.5%+21.7%0.175%
2/18/2025 Retirement Planning Group LLC16,970$353K0.0%-6.6%0.044%
2/18/2025 JT Stratford LLC19,636$408K0.1%N/A0.051%
2/17/2025Vista Investment Management12,553$261K0.1%N/A0.032%
2/17/2025Wolverine Trading LLC9,863$207K0.0%N/A0.025%
2/17/2025Visionary Wealth Advisors103,865$2.16M0.1%+17.9%0.267%
2/17/2025Napa Wealth Management34,493$717K0.3%+36.4%0.089%
2/17/2025 EPG Wealth Management LLC31,381$652K0.2%+3.3%0.081%
2/17/2025CoreCap Advisors LLC125,741$2.61M0.1%+8,227.2%0.323%
2/17/2025Captrust Financial Advisors73,387$1.53M0.0%-13.2%0.189%
2/17/2025Bank of America Corp DE31,065$646K0.0%-22.4%0.080%
2/14/2025Jane Street Group LLC162,050$3.37M0.0%+176.2%0.417%
2/14/2025Bison Wealth LLC17,582$366K0.0%-71.9%0.032%
2/14/2025Two Sigma Securities LLC19,447$404K0.1%N/A0.050%
HIDDEN IN THE BOOK OF GENESIS… (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.

Watch Jim Rickards reveal the Old Testament Wealth Code
2/14/2025 FSA Wealth Management LLC1,500$31K0.0%+50.0%0.004%
2/14/2025Susquehanna International Group LLP76,965$1.60M0.0%N/A0.198%
2/14/2025 OneDigital Investment Advisors LLC9,802$204K0.0%-81.3%0.025%
2/14/2025 TD Waterhouse Canada Inc.18,900$394K0.0%+432.4%0.049%
2/13/2025 CreativeOne Wealth LLC12,188$253K0.0%N/A0.031%
2/13/2025 Legacy Investment Solutions LLC334,502$7.09M4.2%-30.8%0.860%
2/13/2025 Envestnet Asset Management Inc.74,488$1.55M0.0%+21.8%0.192%
2/12/2025OLD Mission Capital LLC50,601$1.05M0.0%N/A0.130%
2/12/2025Orion Portfolio Solutions LLC16,418$341K0.0%N/A0.042%
2/12/2025 JPMorgan Chase & Co.8,401$175K0.0%+11.0%0.022%
(Data available from 1/1/2016 forward)

SVOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SVOL shares?

During the previous two years, 105 institutional investors and hedge funds held shares of Simplify Volatility Premium ETF. The most heavily invested institutionals were AE Wealth Management LLC ($32.58M), TMD Wealth Management LLC ($26.40M), Beacon Capital Management LLC ($21.59M), Peak Financial Advisors LLC ($9.13M), Legacy Investment Solutions LLC ($7.09M), Parkside Investments LLC ($6.99M), and Commonwealth Equity Services LLC ($6.45M).Learn more on Simplify Volatility Premium ETF's institutional investors.

Which institutional investors have been buying Simplify Volatility Premium ETF's stock?

Of the 96 institutional investors that purchased Simplify Volatility Premium ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management LLC ($1.17M), AE Wealth Management LLC ($974.74K), Peak Financial Advisors LLC ($502.38K), Legacy Investment Solutions LLC ($483.14K), POM Investment Strategies LLC ($346.77K), Elevated Capital Advisors LLC ($236.97K), and Jane Street Group LLC ($217.51K).

How much institutional buying is happening at Simplify Volatility Premium ETF?

Institutional investors have bought a total of 5,714,959 shares in the last 24 months. This purchase volume represents approximately $111.38M in transactions.

Which of Simplify Volatility Premium ETF's major shareholders have been selling company stock?

Of the 25 institutional investors that sold Simplify Volatility Premium ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OneDigital Investment Advisors LLC ($774.40K), Cumberland Partners Ltd ($208.48K), Legacy Wealth Managment LLC ID ($171.31K), Jane Street Group LLC ($168.45K), Legacy Investment Solutions LLC ($148.64K), Smith Anglin Financial LLC ($70.54K), and Farther Finance Advisors LLC ($53.23K).

How much institutional selling is happening at Simplify Volatility Premium ETF?

Institutional investors have sold a total of 1,787,573 shares in the last 24 months. This volume of shares sold represents approximately $36.85M in transactions.


Related Companies

This page (NYSEARCA:SVOL) was last updated on 8/15/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored