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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

Simplify Volatility Premium ETF logo
$17.52 +0.38 (+2.22%)
Closing price 04:10 PM Eastern
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$17.38 -0.14 (-0.80%)
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Institutional Ownership Changes (13F Filings) for Simplify Volatility Premium ETF (NYSEARCA:SVOL)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$114.44M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$37.00M
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Skip Chart & View Institutional Buying and Selling Data

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
8/27/2025 Orion Porfolio Solutions LLC13,100$241K0.0%-19.4%0.028%
8/26/2025 Claris Financial LLC43,963$808K0.6%N/A0.092%
8/18/2025 Tactive Advisors LLC98,902$1.82M0.6%N/A0.208%
8/15/2025 Captrust Financial Advisors85,403$1.57M0.0%-2.0%0.179%
8/15/2025 Visionary Wealth Advisors189,097$3.48M0.2%+14.2%0.397%
8/15/2025 Orion Porfolio Solutions LLC13,100$241K0.0%-19.4%0.028%
8/14/2025 Jane Street Group LLC114,135$2.10M0.0%N/A0.240%
8/14/2025 Napa 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%
5/16/2025 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%
4/30/2025J 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%
2/19/2025 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%
(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, 108 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 98 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 5,881,284 shares in the last 24 months. This purchase volume represents approximately $114.44M in transactions.

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

Of the 26 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 1,795,594 shares in the last 24 months. This volume of shares sold represents approximately $37.00M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 9/4/2025 by MarketBeat.com Staff
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