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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

Simplify Volatility Premium ETF logo
$19.27 +0.90 (+4.90%)
As of 07/3/2025 05:00 PM Eastern
Compare

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
5/16/2025Arete Wealth Advisors LLC98,206$1.79M0.1%+9.2%0.185%
5/16/2025Legacy Wealth Managment LLC ID232,920$4.23M3.0%-30.4%0.438%
5/15/2025Focus Partners Advisor Solutions LLC10,734$195K0.0%N/A0.020%
5/14/2025Luminist Capital LLC23,379$428K0.5%+9.8%0.044%
5/14/2025Napa Wealth Management37,845$688K0.4%+9.7%0.071%
5/14/2025Andina Capital Management LLC80,166$1.46M1.0%+9.8%0.151%
5/13/2025HighTower Advisors LLC12,717$231K0.0%-4.5%0.023%
5/12/2025AlphaCore Capital LLC3,004$55K0.0%N/A0.005%
5/9/2025Cumberland Partners Ltd126,665$2.28M0.2%-62.2%0.228%
5/8/2025Collaborative Wealth Managment Inc.29,357$534K0.2%-2.5%0.053%
5/8/2025CAP Partners LLC21,497$391K0.3%+6.6%0.039%
5/8/2025FSA Advisors Inc.74,813$1.36M1.1%+141.4%0.135%
5/7/2025Drive Wealth Management LLC79,053$1.44M0.3%+32.1%0.142%
5/6/2025AE 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%
5/5/2025Transce3nd LLC12,530$228K0.1%N/A0.023%
5/2/2025Sigma Planning Corp29,756$541K0.0%+13.8%0.054%
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%
4/30/2025POM Investment Strategies LLC346,773$6.30M7.4%N/A0.624%
4/30/2025Aspen Wealth Strategies LLC37,616$684K0.4%-2.8%0.068%
4/30/2025J Hagan Capital Inc.65,507$1.19M1.1%N/A0.118%
4/28/2025Mutual Advisors LLC29,950$544K0.0%N/A0.054%
4/28/2025Clarity Capital Partners LLC33,363$607K0.2%+28.2%0.060%
4/28/2025Straight Path Wealth Management15,150$275K0.1%N/A0.027%
4/25/2025Clay Northam Wealth Management LLC13,050$237K0.2%N/A0.023%
4/24/2025Cambridge Advisors Inc.50,210$913K0.2%+8.6%0.090%
4/24/2025Decker Retirement Planning Inc.18,440$335K0.2%+424.8%0.033%
4/24/2025Elevated Capital Advisors LLC236,968$4.31M1.2%+375.3%0.426%
4/21/2025CPA Asset Management LLC17,304$315K0.1%-55.6%0.031%
4/21/2025Compass Capital Corp MA ADV46,046$837K0.4%-4.5%0.083%
4/21/2025Beacon Capital Management LLC873,164$15.87M2.1%+110.6%1.571%
4/18/2025Prosperity Wealth Management Inc.46,554$846K0.4%+94.6%0.085%
4/17/2025Authentikos Wealth Advisory LLC117,191$2.13M1.8%N/A0.213%
4/16/2025Parkside Investments LLC383,495$6.97M1.0%+20.7%0.698%
4/14/2025Tounjian Advisory Partners LLC14,496$264K0.0%N/A0.026%
4/14/2025Farther Finance Advisors LLC25,947$475K0.0%-53.2%0.047%
4/10/2025Park Edge Advisors LLC69,516$1.26M0.4%+14.4%0.127%
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4/10/2025Peak Financial Advisors LLC502,384$9.13M4.6%+3.2%0.915%
4/10/2025Smith Anglin Financial LLC31,927$580K0.1%-60.3%0.058%
4/9/2025RFG Advisory LLC22,106$402K0.0%N/A0.040%
4/9/2025Fiduciary Alliance LLC49,154$894K0.1%+23.8%0.089%
2/19/2025ARQ Wealth Advisors LLC67,899$1.41M0.5%+21.7%0.175%
2/18/2025Retirement 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$366K0.0%-71.9%0.032%
2/14/2025Two Sigma Securities LLC19,447$404K0.1%N/A0.050%
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%
2/14/2025OneDigital 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%
2/13/2025Envestnet 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%
2/10/2025Aspen 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%
2/10/2025Farther Finance Advisors LLC55,470$1.15M0.0%+2,421.4%0.143%
2/7/2025HighTower Advisors LLC13,321$277K0.0%N/A0.034%
2/7/2025Prosperity 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%
2/5/2025Whipplewood Advisors LLC4,516$94K0.1%N/A0.012%
2/4/2025CPA Asset Management LLC38,955$810K0.4%+2.0%0.100%
2/3/2025Sigma Planning Corp26,146$544K0.0%+70.4%0.067%
2/3/2025Compass 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%
1/30/2025Principal Securities Inc.71,342$1.48M0.0%+19.0%0.183%
1/30/2025Beacon Capital Management LLC414,645$8.62M1.1%N/A1.066%
1/29/2025Clarity Capital Partners LLC26,023$541K0.3%+92.4%0.067%
1/29/2025CAP Partners LLC20,162$419K0.3%+9.9%0.052%
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1/28/2025AlphaStar Capital Management LLC105,228$2.19M0.2%+29.5%0.271%
1/27/2025Crewe Advisors LLC1,307$27K0.0%N/A0.003%
1/23/2025FSA Advisors Inc.30,995$644K0.8%N/A0.080%
1/22/2025FSC Wealth Advisors LLC4,578$95K0.1%N/A0.012%
1/22/2025Parkside Investments LLC317,766$6.61M1.0%+4.2%0.817%
1/22/2025Drive Wealth Management LLC59,837$1.24M0.3%+23.3%0.154%
1/21/2025Park 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%
1/21/2025B.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%
(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 Simplify Volatility Premium ETF's institutional investors.

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

Of the 91 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 ($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 4,877,028 shares in the last 24 months. This purchase volume represents approximately $97.67M 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), Jane Street Group LLC ($168.45K), Legacy Investment Solutions LLC ($148.64K), Legacy Wealth Managment LLC ID ($101.58K), AE Wealth Management LLC ($70.88K), and Renaissance Technologies LLC ($56.20K).

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

Institutional investors have sold a total of 1,787,724 shares in the last 24 months. This volume of shares sold represents approximately $37.43M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 7/4/2025 by MarketBeat.com Staff
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