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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

Simplify Volatility Premium ETF logo
$16.59 +0.02 (+0.12%)
Closing price 05/1/2025 04:10 PM Eastern
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$17.00 +0.41 (+2.44%)
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Institutional Ownership Changes (13F Filings) for Simplify Volatility Premium ETF (NYSEARCA:SVOL)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$85.26M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$34.09M
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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
5/1/2025CWM LLC2,877$52K0.0%N/A0.005%
5/1/2025Iron Horse Wealth Management LLC2,700$49K0.0%+1,250.0%0.005%
5/1/2025Park 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%
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%
2/18/2025JT 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%
2/17/2025EPG 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$366K0.1%-71.9%0.045%
2/14/2025Two Sigma Securities LLC19,447$404K0.1%N/A0.050%
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2/14/2025FSA 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%
2/14/2025TD Waterhouse Canada Inc.18,900$394K0.0%+432.4%0.049%
2/13/2025CreativeOne 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%
2/12/2025OLD Mission Capital LLC50,601$1.05M0.0%N/A0.130%
2/12/2025Orion Portfolio Solutions LLC16,418$341K0.0%N/A0.042%
2/12/2025JPMorgan Chase & Co.8,401$175K0.0%+11.0%0.022%
2/11/2025LPL Financial LLC65,548$1.36M0.0%+41.4%0.169%
2/11/2025Blueprint Investment Partners LLC10,313$214K0.0%N/A0.027%
2/10/2025 Aspen Wealth Strategies LLC38,711$805K0.5%+74.5%0.100%
2/10/2025Collaborative Wealth Managment Inc.30,119$626K0.3%+1.8%0.077%
2/10/2025Commonwealth 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%
2/7/2025HighTower Advisors LLC13,321$277K0.0%N/A0.034%
2/7/2025 Prosperity Wealth Management Inc.23,918$497K0.2%+109.3%0.062%
2/7/2025Mount Lucas Management LP86,264$1.79M0.6%+3.8%0.222%
2/6/2025Steward Partners Investment Advisory LLC24,933$518K0.0%N/A0.064%
2/5/2025SRS Capital Advisors Inc.8,500$177K0.0%+17.2%0.022%
2/5/2025Anfield 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%
2/3/2025Sigma Planning Corp26,146$544K0.0%+70.4%0.067%
2/3/2025 Compass Capital Corp MA ADV48,192$1.00M0.4%N/A0.124%
2/3/2025Cumberland Partners Ltd335,148$6.97M0.5%+3.8%0.862%
1/30/2025Sheaff 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%
1/29/2025CAP Partners LLC20,162$419K0.3%+9.9%0.052%
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%
1/23/2025FSA 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%
1/22/2025Drive 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%
1/21/2025Andina 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%
1/16/2025Diversify Advisory Services LLC99,661$2.02M0.1%+22.2%0.256%
1/16/2025 Cambridge Advisors Inc.46,250$962K0.2%+23.2%0.119%
1/15/2025Arkadios Wealth Advisors31,974$665K0.0%+5.3%0.082%
1/15/2025 Decker Retirement Planning Inc.3,514$73K0.0%N/A0.009%
1/14/2025 Smith Anglin Financial LLC80,329$1.67M0.2%-6.3%0.207%
1/14/2025 Peak Financial Advisors LLC486,861$10.12M5.3%+1.5%1.252%
1/13/2025 Elevated Capital Advisors LLC49,856$1.04M0.3%N/A0.128%
1/13/2025 Fiduciary Alliance LLC39,702$825K0.1%N/A0.102%
1/10/2025 HBW Advisory Services LLC22,217$462K0.1%-24.9%0.057%
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12/26/2024JPMorgan Chase & Co.7,566$166K0.0%-50.1%0.019%
11/18/2024Arete Wealth Advisors LLC89,694$1.97M0.2%+10.2%0.231%
11/15/2024Legacy Investment Solutions LLC483,144$10.60M6.7%N/A1.243%
11/15/2024Jane Street Group LLC58,674$1.29M0.0%-74.2%0.151%
11/14/2024Captrust Financial Advisors84,595$1.86M0.0%-8.3%0.218%
11/7/2024Napa Wealth Management25,281$555K0.3%N/A0.065%
11/7/2024CAP Partners LLC18,351$403K0.3%+18.5%0.047%
11/7/2024Drive Wealth Management LLC48,542$1.07M0.3%N/A0.125%
11/6/2024Mount Lucas Management LP83,100$1.83M0.6%N/A0.214%
11/6/2024 OneDigital Investment Advisors LLC52,400$1.15M0.0%-93.3%0.135%
(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, 97 institutional investors and hedge funds held shares of Simplify Volatility Premium ETF. The most heavily invested institutionals were TMD Wealth Management LLC ($26.40M), Beacon Capital Management LLC ($15.87M), Simplify Asset Management Inc. ($10.75M), Peak Financial Advisors LLC ($9.13M), Legacy Investment Solutions LLC ($7.09M), Parkside Investments LLC ($6.97M), and Cumberland Partners Ltd ($6.97M).Learn more on SVOL's institutional investors.

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

Of the 90 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: TMD Wealth Management LLC ($1.15M), Beacon Capital Management LLC ($873.16K), Peak Financial Advisors LLC ($502.38K), Legacy Investment Solutions LLC ($483.14K), POM Investment Strategies LLC ($346.77K), Bison Wealth LLC ($287.54K), and Commonwealth Equity Services LLC ($270.96K).

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

Institutional investors have bought a total of 7,042,076 shares in the last 24 months. This purchase volume represents approximately $148.86M in transactions.

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

Of the 28 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), Bison Wealth LLC ($284.33K), Jane Street Group LLC ($168.45K), Legacy Investment Solutions LLC ($148.64K), IFP Advisors Inc ($107.05K), Worth Asset Management LLC ($103.88K), and Cumberland Partners Ltd ($101.85K).

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

Institutional investors have sold a total of 2,077,246 shares in the last 24 months. This volume of shares sold represents approximately $45.34M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 5/2/2025 by MarketBeat.com Staff
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