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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

Simplify Volatility Premium ETF logo
$15.86 +0.03 (+0.19%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Volatility Premium ETF (NYSEARCA:SVOL)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$57.11M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$55.11M
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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
5/5/2026 Sigma Planning Corp38,875$596K0.0%+3.8%0.105%
4/30/2026 Elevated Capital Advisors LLC304,641$4.67M1.2%-26.3%0.823%
4/28/2026 B.O.S.S. Retirement Advisors LLC100,242$1.54M0.5%+6.5%0.271%
4/28/2026 Koshinski Asset Management Inc.14,328$220K0.0%+21.8%0.039%
4/23/2026 Networth Advisors LLC36,115$554K0.4%+20.6%0.098%
4/21/2026 Maridea Wealth Management LLC25,587$393K0.1%N/A0.069%
4/21/2026 Fiduciary Alliance LLC13,577$217K0.0%-21.3%0.037%
4/20/2026 Park Edge Advisors LLC97,673$1.50M0.3%+2.6%0.264%
4/17/2026 Discipline Wealth Solutions LLC35,025$537K0.1%-36.0%0.093%
4/16/2026 Tactive Advisors LLC57,857$888K0.3%-4.5%0.154%
4/16/2026 Cambridge Advisors Inc.49,492$759K0.1%+3.4%0.132%
3/4/2026SHP Wealth Management1,603$28K0.0%N/A0.005%
2/19/2026Claris Financial LLC48,489$851K0.5%N/A0.137%
2/18/2026Strive Financial Group LLC3,622$64K0.0%N/A0.010%
2/18/2026OLD Mission Capital LLC33,300$585K0.0%-14.0%0.094%
2/17/2026Captrust Financial Advisors72,135$1.27M0.0%-8.5%0.203%
2/16/2026Arax Advisory Partners9,917$174K0.0%N/A0.028%
2/13/2026 Kestra Advisory Services LLC3,125$55K0.0%N/A0.009%
2/13/2026Visionary Wealth Advisors187,674$3.30M0.1%-6.8%0.529%
2/13/2026Beacon Capital Management LLC113,534$1.99M0.3%-81.2%0.320%
2/13/2026Summit Financial LLC29,334$515K0.0%-20.5%0.083%
2/12/2026 Commonwealth Equity Services LLC158,792$2.79M0.0%+1.1%0.448%
2/12/2026Bank of Montreal Can32,215$566K0.0%+8.5%0.091%
2/12/2026 Andina Capital Management LLC45,676$802K0.5%-16.1%0.129%
2/12/2026 Mosley Wealth Management14,311$259K0.1%N/A0.040%
2/11/2026 Stirlingshire Investments Inc.34,319$603K0.5%N/A0.097%
2/11/2026 Howard Bailey Securities LLC108,091$1.90M0.7%N/A0.305%
2/11/2026LPL Financial LLC55,976$983K0.0%-8.9%0.158%
2/10/2026One Capital Management LLC108,269$1.90M0.1%-1.1%0.305%
2/9/2026Collaborative Wealth Managment Inc.16,567$291K0.1%-49.8%0.047%
2/6/2026Lloyd Advisory Services LLC.14,112$248K0.1%N/A0.040%
2/6/2026 Ignite Planners LLC10,487$183K0.0%N/A0.030%
2/6/2026 Blackston Financial Advisory Group LLC46,019$808K0.5%+13.8%0.130%
2/6/2026Authentikos Wealth Advisory LLC65,040$1.14M0.8%-27.8%0.183%
2/6/2026 IFP Advisors Inc3,656$64K0.0%-22.8%0.010%
2/5/2026 Soltis Investment Advisors LLC14,715$258K0.0%-48.7%0.041%
2/4/2026Advisor OS LLC11,766$207K0.0%+16.9%0.033%
2/3/2026Legacy Wealth Managment LLC ID102,049$1.79M0.9%-5.4%0.289%
2/3/2026 Koshinski Asset Management Inc.11,766$207K0.0%+16.9%0.033%
2/2/2026FSA Advisors Inc.86,628$1.52M0.3%N/A0.245%
2/2/2026 B.O.S.S. Retirement Advisors LLC94,136$1.65M0.5%+75.5%0.266%
1/30/2026 Sigma Planning Corp37,456$658K0.0%+5.2%0.106%
1/28/2026Financial Perspectives Inc3,365$59K0.0%N/A0.010%
1/27/2026Fiscal Wisdom Wealth Management LLC15,715$276K0.3%N/A0.044%
1/27/2026 Elevated Capital Advisors LLC413,589$7.26M1.7%+19.7%1.171%
1/26/2026AE Wealth Management LLC764,407$13.42M0.1%-20.8%2.164%
1/26/2026Key Capital Management INC147,552$2.59M2.6%N/A0.418%
1/26/2026 Discipline Wealth Solutions LLC54,700$961K0.2%+20.3%0.155%
1/26/2026 Decker Retirement Planning Inc.12,125$213K0.1%-58.6%0.034%
1/23/2026 Farther Finance Advisors LLC17,620$309K0.0%+418.4%0.050%
1/22/2026 Networth Advisors LLC29,941$526K0.4%N/A0.085%
1/22/2026 Fiduciary Alliance LLC17,259$303K0.0%-49.6%0.049%
1/22/2026Greenberg Financial Group56,080$985K0.4%N/A0.160%
1/21/2026 Guild Investment Management Inc.19,187$337K0.2%N/A0.055%
1/16/2026 Park Edge Advisors LLC95,179$1.67M0.4%+6.0%0.269%
1/14/2026 Wealthcare Advisory Partners LLC15,652$275K0.0%+4.5%0.044%
1/9/2026 Tactive Advisors LLC60,585$1.06M0.3%-47.3%0.171%
11/17/2025Ausdal Financial Partners Inc.32,579$586K0.0%-1.8%0.083%
11/14/2025One Capital Management LLC109,479$1.97M0.1%N/A0.280%
11/13/2025 Blackston Financial Advisory Group LLC40,455$728K0.4%-21.2%0.103%
11/12/2025Aptus Capital Advisors LLC9,247$166K0.0%-45.2%0.024%
11/12/2025Compass Capital Corp MA ADV16,313$291K0.1%-39.4%0.042%
11/12/2025Advisor OS LLC10,061$181K0.0%N/A0.026%
11/10/2025 Koshinski Asset Management Inc.10,061$181K0.0%N/A0.026%
11/7/2025Beacon Capital Management LLC604,270$10.88M1.5%-48.5%1.543%
11/7/2025 Wealthcare Advisory Partners LLC14,984$270K0.0%N/A0.038%
11/6/2025 RFG Advisory LLC18,223$328K0.0%-16.2%0.047%
11/5/2025 B.O.S.S. Retirement Advisors LLC53,652$966K0.2%-27.8%0.136%
11/5/2025Authentikos Wealth Advisory LLC90,064$1.62M1.1%-40.3%0.229%
11/5/2025 Envestnet Asset Management Inc.29,043$523K0.0%N/A0.074%
11/4/2025Guerra Advisors Inc14,130$254K0.1%-52.1%0.036%
11/3/2025AE Wealth Management LLC965,243$17.37M0.1%-45.5%2.453%
10/31/2025 Owen LaRue LLC171,280$3.08M1.2%+35.4%0.430%
10/31/2025 Drive Wealth Management LLC32,642$588K0.1%-65.3%0.082%
10/30/2025 Andina Capital Management LLC54,424$980K0.6%+27.9%0.135%
10/29/2025 Root Financial Partners LLC2,767$50K0.0%N/A0.007%
10/27/2025 Decker Retirement Planning Inc.29,269$527K0.3%-47.0%0.073%
10/22/2025 CoreCap Advisors LLC6,214$112K0.0%-44.2%0.015%
10/21/2025 Discipline Wealth Solutions LLC45,457$818K0.2%N/A0.113%
10/15/2025 Cambridge Advisors Inc.47,494$855K0.2%-1.6%0.118%
10/14/2025 Tactive Advisors LLC114,997$2.07M0.6%+16.3%0.287%
10/14/2025 Farther Finance Advisors LLC3,399$61K0.0%+51.5%0.008%
10/9/2025 Park Edge Advisors LLC89,817$1.62M0.4%+5.5%0.224%
10/8/2025 Fiduciary Alliance LLC34,217$616K0.0%-23.0%0.085%
8/27/2025Orion Porfolio Solutions LLC13,100$241K0.0%-19.4%0.028%
8/26/2025Claris Financial LLC43,963$808K0.6%N/A0.092%
8/18/2025 Tactive Advisors LLC98,902$1.82M0.6%N/A0.208%
8/15/2025Captrust Financial Advisors85,403$1.57M0.0%-2.0%0.179%
8/15/2025Visionary Wealth Advisors189,097$3.48M0.2%+14.2%0.397%
8/15/2025Orion Porfolio Solutions LLC13,100$241K0.0%-19.4%0.028%
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%
8/14/2025Transce3nd LLC15,689$289K0.1%+25.2%0.033%
8/13/2025JT Stratford LLC21,711$399K0.1%+7.9%0.046%
8/11/2025TD Waterhouse Canada Inc.84,900$1.56M0.0%+60.7%0.175%
8/8/2025Collaborative 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%
8/7/2025Aspen Wealth Strategies LLC20,606$379K0.2%-45.2%0.043%
8/7/2025Allworth Financial LP10,000$184K0.0%N/A0.021%
8/6/2025 Decker Retirement Planning Inc.55,253$1.02M0.6%+199.6%0.114%


SVOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SVOL shares?

During the previous two years, 128 institutional investors and hedge funds held shares of Simplify Volatility Premium ETF. The most heavily invested institutionals were AE Wealth Management LLC ($13.42M), Peak Financial Advisors LLC ($9.13M), Legacy Investment Solutions LLC ($7.09M), Parkside Investments LLC ($6.99M), POM Investment Strategies LLC ($6.30M), Elevated Capital Advisors LLC ($4.67M), and Visionary Wealth Advisors ($3.30M).Learn more on Simplify Volatility Premium ETF's institutional investors.

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

Of the 111 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 ($921.46K), Legacy Investment Solutions LLC ($483.14K), POM Investment Strategies LLC ($346.77K), Elevated Capital Advisors LLC ($304.91K), FSA Advisors Inc. ($270.09K), 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 3,160,944 shares in the last 24 months. This purchase volume represents approximately $57.11M in transactions.

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

Of the 38 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: Beacon Capital Management LLC ($1.06M), AE Wealth Management LLC ($1.01M), Cumberland Partners Ltd ($208.48K), Legacy Wealth Managment LLC ID ($177.15K), Elevated Capital Advisors LLC ($108.95K), Authentikos Wealth Advisory LLC ($85.78K), and Drive Wealth Management LLC ($61.47K).

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

Institutional investors have sold a total of 3,097,005 shares in the last 24 months. This volume of shares sold represents approximately $55.11M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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