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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

Simplify Volatility Premium ETF logo
$16.00 0.00 (0.00%)
As of 07/2/2026 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)
57
Total
Institutional Inflows
(last 12 months)
$46.13M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$49.48M
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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
6/18/2026Zazove Associates LLC10,900$167K0.0%N/A0.029%
5/19/2026Arkadios Wealth Advisors10,175$156K0.0%N/A0.027%
5/19/2026Claris Financial LLC52,626$807K0.4%+8.5%0.142%
5/7/2026Legacy Wealth Managment LLC ID99,905$1.53M0.8%-2.1%0.270%
5/6/2026Gaddis Premier Wealth Advisors LLC10,500$161K0.1%N/A0.028%
5/5/2026Sigma Planning Corp38,875$596K0.0%+3.8%0.105%
4/30/2026Elevated Capital Advisors LLC304,641$4.67M1.2%-26.3%0.823%
4/28/2026B.O.S.S. Retirement Advisors LLC100,242$1.54M0.5%+6.5%0.271%
4/28/2026Koshinski Asset Management Inc.14,328$220K0.0%+21.8%0.039%
4/23/2026Networth Advisors LLC36,115$554K0.4%+20.6%0.098%
4/21/2026Maridea Wealth Management LLC25,587$393K0.1%N/A0.069%
4/21/2026Fiduciary Alliance LLC13,577$217K0.0%-21.3%0.037%
4/20/2026Park Edge Advisors LLC97,673$1.50M0.3%+2.6%0.264%
4/17/2026Discipline Wealth Solutions LLC35,025$537K0.1%-36.0%0.093%
4/16/2026Tactive Advisors LLC57,857$888K0.3%-4.5%0.154%
4/16/2026Cambridge 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC158,792$2.79M0.0%+1.1%0.448%
2/12/2026Bank of Montreal Can32,215$566K0.0%+8.5%0.091%
2/12/2026Andina Capital Management LLC45,676$802K0.5%-16.1%0.129%
2/12/2026Mosley Wealth Management14,311$259K0.1%N/A0.040%
2/11/2026Stirlingshire Investments Inc.34,319$603K0.5%N/A0.097%
2/11/2026Howard 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%
2/6/2026Ignite Planners LLC10,487$183K0.0%N/A0.030%
2/6/2026Blackston 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%
2/6/2026IFP Advisors Inc3,656$64K0.0%-22.8%0.010%
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2/5/2026Soltis 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%
2/3/2026Koshinski Asset Management Inc.11,766$207K0.0%+16.9%0.033%
2/2/2026FSA Advisors Inc.86,628$1.52M0.3%N/A0.245%
2/2/2026B.O.S.S. Retirement Advisors LLC94,136$1.65M0.5%+75.5%0.266%
1/30/2026Sigma 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%
1/27/2026Elevated 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%
1/26/2026Discipline Wealth Solutions LLC54,700$961K0.2%+20.3%0.155%
1/26/2026Decker Retirement Planning Inc.12,125$213K0.1%-58.6%0.034%
1/23/2026Farther Finance Advisors LLC17,620$309K0.0%+418.4%0.050%
1/22/2026Networth Advisors LLC29,941$526K0.4%N/A0.085%
1/22/2026Fiduciary Alliance LLC17,259$303K0.0%-49.6%0.049%
1/22/2026Greenberg Financial Group56,080$985K0.4%N/A0.160%
1/21/2026Guild Investment Management Inc.19,187$337K0.2%N/A0.055%
1/16/2026Park Edge Advisors LLC95,179$1.67M0.4%+6.0%0.269%
1/14/2026Wealthcare Advisory Partners LLC15,652$275K0.0%+4.5%0.044%
1/9/2026Tactive 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%
11/13/2025Blackston 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%
11/10/2025Koshinski Asset Management Inc.10,061$181K0.0%N/A0.026%
11/7/2025Beacon Capital Management LLC604,270$10.88M1.5%-48.5%1.543%
11/7/2025Wealthcare Advisory Partners LLC14,984$270K0.0%N/A0.038%
11/6/2025RFG Advisory LLC18,223$328K0.0%-16.2%0.047%
11/5/2025B.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%
11/5/2025Envestnet 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%
10/31/2025Owen LaRue LLC171,280$3.08M1.2%+35.4%0.430%
10/31/2025Drive Wealth Management LLC32,642$588K0.1%-65.3%0.082%
10/30/2025Andina Capital Management LLC54,424$980K0.6%+27.9%0.135%
10/29/2025Root Financial Partners LLC2,767$50K0.0%N/A0.007%
10/27/2025Decker Retirement Planning Inc.29,269$527K0.3%-47.0%0.073%
10/22/2025CoreCap Advisors LLC6,214$112K0.0%-44.2%0.015%
10/21/2025Discipline Wealth Solutions LLC45,457$818K0.2%N/A0.113%
10/15/2025Cambridge Advisors Inc.47,494$855K0.2%-1.6%0.118%
10/14/2025Tactive Advisors LLC114,997$2.07M0.6%+16.3%0.287%
10/14/2025Farther Finance Advisors LLC3,399$61K0.0%+51.5%0.008%
10/9/2025Park Edge Advisors LLC89,817$1.62M0.4%+5.5%0.224%
10/8/2025Fiduciary Alliance LLC34,217$616K0.0%-23.0%0.085%
8/27/2025Orion Porfolio Solutions LLC13,100$241K0.0%-19.4%0.028%
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8/26/2025Claris Financial LLC43,963$808K0.6%N/A0.092%
8/18/2025Tactive 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%


SVOL Institutional Ownership - Frequently Asked Questions

During the previous two years, 129 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.

Of the 113 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).

Institutional investors have bought a total of 2,562,814 shares in the last 24 months. This purchase volume represents approximately $46.13M in transactions.

Of the 36 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), Elevated Capital Advisors LLC ($108.95K), Authentikos Wealth Advisory LLC ($85.78K), Legacy Wealth Managment LLC ID ($77.71K), Drive Wealth Management LLC ($61.47K), and Tactive Advisors LLC ($57.14K).

Institutional investors have sold a total of 2,787,718 shares in the last 24 months. This volume of shares sold represents approximately $49.48M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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