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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

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$22.15
+0.10 (+0.45%)
(As of 04/26/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Simplify Volatility Premium ETF (NYSEARCA:SVOL)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$64.15M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$11.19M
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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
4/24/2024 Lee Financial Group Hawaii Inc.25,473$577K0.5%+5.9%0.067%
4/24/2024 Smith Anglin Financial LLC78,353$1.78M0.2%+10.7%0.207%
4/19/2024 Park Edge Advisors LLC35,036$794K0.2%+92.1%0.092%
4/18/2024 CAP Partners LLC9,726$220K0.2%N/A0.026%
4/16/2024 Cambridge Advisors Inc.26,050$590K0.1%+7.3%0.069%
4/12/2024 Worth Asset Management LLC21,740$493K0.3%-52.1%0.138%
4/12/2024 Peak Financial Advisors LLC342,155$7.75M4.7%+30.0%2.179%
4/11/2024 Fortitude Family Office LLC3,726$84K0.1%N/A0.024%
2/14/2024TMD Wealth Management LLC1,158,978$26.40M6.9%+17.3%7.382%
2/8/2024Janney Montgomery Scott LLC18,075$412K0.0%+42.6%0.115%
2/7/2024AlphaStar Capital Management LLC155,111$3.53M0.4%+95.1%0.988%
2/6/2024SRS Capital Advisors Inc.2,314$53K0.0%+103.0%0.015%
2/2/2024Citizens Financial Group Inc. RI15,000$342K0.0%N/A0.096%
2/1/2024Cumberland Partners Ltd360,883$8.15M0.7%+43.8%2.299%
2/1/2024 CWM LLC15,787$360K0.0%-20.1%0.101%
1/30/2024Bison Wealth LLC48,193$1.10M0.2%+4.9%0.307%
1/23/2024 Lee Financial Group Hawaii Inc.24,059$548K0.5%N/A0.153%
1/22/2024 Iron Horse Wealth Management LLC1,600$36K0.0%N/A0.010%
1/17/2024 Smith Anglin Financial LLC70,758$1.61M0.2%+39.3%0.451%
1/17/2024 Cambridge Advisors Inc.24,278$553K0.1%+9.8%0.155%
1/16/2024 HBW Advisory Services LLC30,357$692K0.1%+41.0%0.193%
1/12/2024 Park Edge Advisors LLC18,238$415K0.1%+59.1%0.116%
1/11/2024 Ausdal Financial Partners Inc.33,088$754K0.1%+7.8%0.211%
1/11/2024 Worth Asset Management LLC45,399$1.03M0.7%-19.6%0.289%
1/10/2024 Peak Financial Advisors LLC263,179$6.00M4.0%+38.1%1.676%
11/13/2023EPG Wealth Management LLC13,566$305K0.1%N/A0.086%
11/13/2023Visionary Wealth Advisors10,900$245K0.0%N/A0.069%
11/13/2023Bison Wealth LLC45,952$1.03M0.2%-83.9%0.293%
11/8/2023 Ausdal Financial Partners Inc.30,688$691K0.1%-40.7%0.195%
11/8/2023AlphaStar Capital Management LLC79,496$1.79M0.2%N/A0.506%
11/8/2023Janney Montgomery Scott LLC12,675$285K0.0%-6.1%0.081%
11/8/2023Cumberland Partners Ltd250,883$5.65M0.5%+0.2%1.598%
10/23/2023Commonwealth Equity Services LLC127,657$2.87M0.0%-1.9%0.813%
10/18/2023 Cambridge Advisors Inc.22,108$498K0.1%+8.6%0.141%
10/17/2023 Financial Enhancement Group LLC99,164$2.22M0.4%N/A0.632%
10/12/2023IFP Advisors Inc11,189$252K0.0%-67.9%0.071%
10/12/2023 HBW Advisory Services LLC21,529$485K0.1%N/A0.137%
10/11/2023 Park Edge Advisors LLC11,461$258K0.1%+10.6%0.073%
10/11/2023 Worth Asset Management LLC56,486$1.27M1.0%-51.3%0.360%
10/11/2023AE Wealth Management LLC74,269$1.67M0.0%+253.9%0.473%
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10/11/2023 Smith Anglin Financial LLC50,779$1.14M0.1%-5.3%0.323%
10/11/2023 CWM LLC19,747$445K0.0%-5.1%0.126%
10/10/2023 Peak Financial Advisors LLC190,636$4.29M4.6%N/A1.214%
8/14/2023Bison Wealth LLC285,294$6.55M1.2%N/A1.817%
8/10/2023Commonwealth Equity Services LLC130,190$2.99M0.0%-1.1%0.829%
8/9/2023Cumberland Partners Ltd250,399$5.75M0.5%+59.2%1.595%
8/8/2023TMD Wealth Management LLC1,010,530$23.19M6.0%+2.9%6.436%
8/4/2023IFP Advisors Inc34,832$876K0.0%-70.5%0.222%
8/3/2023 CWM LLC20,812$478K0.0%-16.2%0.191%
7/26/2023Janney Montgomery Scott LLC13,500$310K0.0%+16.4%0.124%
7/13/2023 Cambridge Advisors Inc.20,364$467K0.1%+6.1%0.187%
7/13/2023 Park Edge Advisors LLC10,365$238K0.1%N/A0.095%
7/11/2023 Worth Asset Management LLC116,025$2.66M2.0%+854.5%1.064%
7/10/2023AE Wealth Management LLC20,987$482K0.0%N/A0.193%
7/10/2023 Smith Anglin Financial LLC53,636$1.23M0.1%+4.6%0.492%
5/17/2023Pacific Financial Group Inc.191,262$4.16M3.1%+2.4%1.771%
5/11/2023Envestnet Asset Management Inc.28,874$628K0.0%-37.1%0.267%
5/11/2023Commonwealth Equity Services LLC131,695$2.86M0.0%N/A1.219%
5/10/2023Resources Investment Advisors LLC.289,907$6.31M0.1%+45.1%2.684%
5/10/2023Simplify Asset Management Inc.494,061$10.75M1.5%+2.6%4.575%
5/8/2023Cumberland Partners Ltd157,260$3.42M0.3%+1.0%1.456%
5/5/2023TMD Wealth Management LLC982,402$21.37M6.0%+2,890.6%9.096%
5/1/2023 CWM LLC24,823$540K0.0%N/A0.369%
4/18/2023IFP Advisors Inc118,240$2.97M0.1%-53.2%1.760%
4/13/2023 Cambridge Advisors Inc.19,190$417K0.1%-47.1%0.286%
4/12/2023 Worth Asset Management LLC12,156$264K0.2%N/A0.181%
4/11/2023 Smith Anglin Financial LLC51,272$1.12M0.2%+34.8%0.763%
3/6/2023OLD Mission Capital LLC14,537$318K0.0%-27.0%0.216%
2/16/2023Pacific Financial Group Inc.186,822$4.09M3.1%+10.8%2.861%
2/14/2023Quantitative Advantage LLC83,539$1.83M0.3%+1.8%1.279%
2/10/2023Simplify Asset Management Inc.481,744$10.55M1.6%-56.1%7.377%
2/10/2023Collaborative Wealth Managment Inc.16,285$357K0.2%+3.0%0.249%
2/7/2023IFP Advisors Inc252,744$6.38M0.2%+8.5%3.871%
2/7/2023Envestnet Asset Management Inc.45,878$1.01M0.0%N/A0.703%
2/6/2023Cumberland Partners Ltd155,743$3.41M0.4%+2.5%2.385%
2/6/2023TMD Wealth Management LLC32,850$719K0.3%N/A0.503%
2/3/2023 Ausdal Financial Partners Inc.51,948$1.14M0.2%-5.4%0.796%
2/2/2023Resources Investment Advisors LLC.199,757$4.38M0.1%+320.0%3.059%
1/26/2023Boenning & Scattergood Inc.35,535$867K0.1%-6.8%0.544%
1/23/2023 Cambridge Advisors Inc.36,276$794K0.2%-30.6%0.672%
11/14/2022OLD Mission Capital LLC19,902$416K0.0%N/A0.352%
11/14/2022Quantitative Advantage LLC82,035$1.72M0.3%N/A1.452%
11/9/2022 Ausdal Financial Partners Inc.54,912$1.15M0.2%-0.9%0.972%
11/8/2022Resources Investment Advisors LLC.47,563$994K0.0%N/A0.842%
11/8/2022IFP Advisors Inc232,929$5.88M0.2%+14.7%4.123%
11/8/2022Mach 1 Financial Group LLC7,163$149K0.2%N/A0.127%
10/25/2022Janney Montgomery Scott LLC11,600$242K0.0%N/A0.211%
10/24/2022 Smith Anglin Financial LLC36,852$770K0.2%+50.7%0.679%
10/17/2022 Cambridge Advisors Inc.52,264$1.09M0.3%+72.4%0.971%
10/11/2022Boenning & Scattergood Inc.38,120$797K0.2%-5.6%0.713%
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10/11/2022Pacific Financial Group Inc.168,558$3.52M3.2%+20.3%3.168%
10/7/2022 Worth Asset Management LLC1,695$35K0.0%N/A0.032%
8/16/2022Collaborative Wealth Managment Inc.15,376$341K0.2%N/A0.349%
8/11/2022Wealthsource Partners LLC33,520$744K0.1%+138.3%0.762%
8/11/2022Simplify Asset Management Inc.1,440,784$31.96M1.2%+1.2%32.745%
8/10/2022Cumberland Partners Ltd143,541$3.18M0.3%+7.4%3.262%
7/25/2022 Smith Anglin Financial LLC24,458$543K0.2%N/A0.547%
7/18/2022 Cambridge Advisors Inc.30,314$673K0.2%+34.2%0.681%
7/13/2022Boenning & Scattergood Inc.40,400$896K0.2%+13.7%0.888%
7/13/2022Pacific Financial Group Inc.140,086$3.11M2.3%+26.4%3.079%
(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, 36 institutional investors and hedge funds held shares of Simplify Volatility Premium ETF. The most heavily invested institutionals were TMD Wealth Management LLC ($26.40M), Simplify Asset Management Inc. ($10.75M), Cumberland Partners Ltd ($8.15M), Peak Financial Advisors LLC ($7.75M), Resources Investment Advisors LLC. ($6.31M), Pacific Financial Group Inc. ($4.16M), and AlphaStar Capital Management LLC ($3.53M).Learn more on SVOL's institutional investors.

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

Of the 36 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 ($1.18M), Peak Financial Advisors LLC ($342.16K), Resources Investment Advisors LLC. ($289.91K), Bison Wealth LLC ($287.54K), Cumberland Partners Ltd ($218.73K), AlphaStar Capital Management LLC ($155.11K), and Commonwealth Equity Services LLC ($131.70K).

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

Institutional investors have bought a total of 3,655,689 shares in the last 24 months. This purchase volume represents approximately $81.29M in transactions.

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

Of the 14 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: Simplify Asset Management Inc. ($616.86K), IFP Advisors Inc ($241.56K), Bison Wealth LLC ($239.34K), Worth Asset Management LLC ($94.29K), Cambridge Advisors Inc. ($33.07K), Ausdal Financial Partners Inc. ($24.52K), and Envestnet Asset Management Inc. ($17.00K).

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

Institutional investors have sold a total of 1,302,609 shares in the last 24 months. This volume of shares sold represents approximately $28.86M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 4/29/2024 by MarketBeat.com Staff

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