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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

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$18.16 -0.26 (-1.41%)
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Institutional Ownership Changes (13F Filings) for Simplify Volatility Premium ETF (NYSEARCA:SVOL)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$97.67M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$37.43M
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SVOL Institutional Buying and Selling by Quarter

Simplify Volatility Premium ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Arete 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%
5/14/2025 Napa 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%
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%
5/5/2025 ARQ Wealth Advisors LLC91,096$1.66M0.6%+34.2%0.164%
5/5/2025 Diversify 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%
4/30/2025 J 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%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

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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%
2/19/2025 ARQ 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%
2/17/2025 Vista Investment Management12,553$261K0.1%N/A0.032%
2/17/2025 Wolverine Trading LLC9,863$207K0.0%N/A0.025%
2/17/2025 Visionary Wealth Advisors103,865$2.16M0.1%+17.9%0.267%
2/17/2025 Napa Wealth Management34,493$717K0.3%+36.4%0.089%
2/17/2025 EPG Wealth Management LLC31,381$652K0.2%+3.3%0.081%
2/17/2025 CoreCap Advisors LLC125,741$2.61M0.1%+8,227.2%0.323%
2/17/2025 Captrust Financial Advisors73,387$1.53M0.0%-13.2%0.189%
2/17/2025 Bank of America Corp DE31,065$646K0.0%-22.4%0.080%
2/14/2025 Jane Street Group LLC162,050$3.37M0.0%+176.2%0.417%
2/14/2025Bison Wealth LLC17,582$366K0.0%-71.9%0.032%
2/14/2025 Two Sigma Securities LLC19,447$404K0.1%N/A0.050%
2/14/2025 FSA Wealth Management LLC1,500$31K0.0%+50.0%0.004%
2/14/2025 Susquehanna 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%
2/13/2025Legacy 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%
2/12/2025 OLD Mission Capital LLC50,601$1.05M0.0%N/A0.130%
2/12/2025 Orion Portfolio Solutions LLC16,418$341K0.0%N/A0.042%
2/12/2025 JPMorgan Chase & Co.8,401$175K0.0%+11.0%0.022%
2/11/2025 LPL Financial LLC65,548$1.36M0.0%+41.4%0.169%
2/11/2025 Blueprint Investment Partners LLC10,313$214K0.0%N/A0.027%
2/10/2025 Aspen Wealth Strategies LLC38,711$805K0.5%+74.5%0.100%
2/10/2025 Collaborative Wealth Managment Inc.30,119$626K0.3%+1.8%0.077%
2/10/2025 Commonwealth Equity Services LLC310,205$6.45M0.0%-11.4%0.798%
2/10/2025 Farther Finance Advisors LLC55,470$1.15M0.0%+2,421.4%0.143%
2/7/2025 HighTower Advisors LLC13,321$277K0.0%N/A0.034%
2/7/2025 Prosperity Wealth Management Inc.23,918$497K0.2%+109.3%0.062%
2/7/2025 Mount Lucas Management LP86,264$1.79M0.6%+3.8%0.222%
2/6/2025 Steward Partners Investment Advisory LLC24,933$518K0.0%N/A0.064%
2/5/2025 SRS Capital Advisors Inc.8,500$177K0.0%+17.2%0.022%
2/5/2025 Anfield Capital Management LLC2,654$55K0.0%N/A0.007%
2/5/2025 Whipplewood Advisors LLC4,516$94K0.1%N/A0.012%
2/4/2025 CPA Asset Management LLC38,955$810K0.4%+2.0%0.100%
2/3/2025 Sigma Planning Corp26,146$544K0.0%+70.4%0.067%
2/3/2025 Compass Capital Corp MA ADV48,192$1.00M0.4%N/A0.124%
2/3/2025 Cumberland Partners Ltd335,148$6.97M0.5%+3.8%0.862%
1/30/2025 Sheaff Brock Investment Advisors LLC10,000$208K0.0%+6.4%0.026%
1/30/2025 Principal Securities Inc.71,342$1.48M0.0%+19.0%0.183%
1/30/2025 Beacon Capital Management LLC414,645$8.62M1.1%N/A1.066%
1/29/2025 Clarity Capital Partners LLC26,023$541K0.3%+92.4%0.067%
1/29/2025 CAP Partners LLC20,162$419K0.3%+9.9%0.052%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

Claim your free, no-strings-attached 2025 Ultimate Guide to Gold IRAs right now.
1/28/2025 AlphaStar Capital Management LLC105,228$2.19M0.2%+29.5%0.271%
1/27/2025 Crewe Advisors LLC1,307$27K0.0%N/A0.003%
1/23/2025 FSA Advisors Inc.30,995$644K0.8%N/A0.080%
1/22/2025 FSC Wealth Advisors LLC4,578$95K0.1%N/A0.012%
1/22/2025 Parkside Investments LLC317,766$6.61M1.0%+4.2%0.817%
1/22/2025 Drive Wealth Management LLC59,837$1.24M0.3%+23.3%0.154%
1/21/2025 Park Edge Advisors LLC60,745$1.26M0.4%+19.6%0.156%
1/21/2025 Andina Capital Management LLC72,982$1.52M1.2%+29.2%0.188%
1/21/2025 B.O.S.S. Retirement Advisors LLC16,147$336K0.1%N/A0.042%
1/16/2025 Diversify Advisory Services LLC99,661$2.02M0.1%+22.2%0.256%
(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, 99 institutional investors and hedge funds held shares of Simplify Volatility Premium ETF. The most heavily invested institutionals were TMD Wealth Management LLC ($26.40M), AE Wealth Management LLC ($25.18M), Beacon Capital Management LLC ($15.87M), Peak Financial Advisors LLC ($9.13M), Legacy Investment Solutions LLC ($7.09M), Parkside Investments LLC ($6.97M), and Commonwealth Equity Services LLC ($6.45M).Learn more on SVOL's institutional investors.

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

Of the 91 institutional investors that purchased Simplify Volatility Premium ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management LLC ($873.16K), AE Wealth Management LLC ($609.07K), Peak Financial Advisors LLC ($502.38K), Legacy Investment Solutions LLC ($483.14K), POM Investment Strategies LLC ($346.77K), Bison Wealth LLC ($287.54K), and Cumberland Partners Ltd ($237.41K).

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

Institutional investors have bought a total of 6,535,228 shares in the last 24 months. This purchase volume represents approximately $135.40M in transactions.

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

Of the 30 institutional investors that sold Simplify Volatility Premium ETF 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 ($310.34K), Bison Wealth LLC ($284.33K), Jane Street Group LLC ($168.45K), Legacy Investment Solutions LLC ($148.64K), IFP Advisors Inc ($107.05K), and Worth Asset Management LLC ($103.88K).

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

Institutional investors have sold a total of 2,371,673 shares in the last 24 months. This volume of shares sold represents approximately $50.64M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 5/22/2025 by MarketBeat.com Staff
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