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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

Simplify Volatility Premium ETF logo
$16.35 +0.06 (+0.37%)
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)
44
Total
Institutional Inflows
(last 12 months)
$23.06M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$46.99M
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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
7/9/2026 Tactive Advisors LLC52,106$836K0.2%-9.9%0.156%
7/7/2026 CoreCap Advisors LLC3,837$62K0.0%-31.1%0.011%
6/18/2026 Zazove Associates LLC10,900$167K0.0%N/A0.029%
5/19/2026 Arkadios Wealth Advisors10,175$156K0.0%N/A0.027%
5/19/2026Claris Financial LLC52,626$807K0.4%+8.5%0.142%
5/7/2026 Legacy Wealth Managment LLC ID99,905$1.53M0.8%-2.1%0.270%
5/6/2026 Gaddis Premier Wealth Advisors LLC10,500$161K0.1%N/A0.028%
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%
3/4/2026 SHP Wealth Management1,603$28K0.0%N/A0.005%
2/19/2026Claris Financial LLC48,489$851K0.5%N/A0.137%
2/18/2026 Strive Financial Group LLC3,622$64K0.0%N/A0.010%
2/18/2026OLD Mission Capital LLC33,300$585K0.0%-14.0%0.094%
2/17/2026 Captrust Financial Advisors72,135$1.27M0.0%-8.5%0.203%
2/16/2026 Arax Advisory Partners9,917$174K0.0%N/A0.028%
2/13/2026 Kestra Advisory Services LLC3,125$55K0.0%N/A0.009%
2/13/2026 Visionary Wealth Advisors187,674$3.30M0.1%-6.8%0.529%
2/13/2026 Beacon Capital Management LLC113,534$1.99M0.3%-81.2%0.320%
2/13/2026 Summit Financial LLC29,334$515K0.0%-20.5%0.083%
2/12/2026 Commonwealth Equity Services LLC158,792$2.79M0.0%+1.1%0.448%
2/12/2026 Bank 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%
2/11/2026 LPL Financial LLC55,976$983K0.0%-8.9%0.158%
2/10/2026 One Capital Management LLC108,269$1.90M0.1%-1.1%0.305%
2/9/2026 Collaborative Wealth Managment Inc.16,567$291K0.1%-49.8%0.047%
2/6/2026 Lloyd Advisory Services LLC.14,112$248K0.1%N/A0.040%
2/6/2026 Ignite Planners LLC10,487$183K0.0%N/A0.030%
2/6/2026Blackston Financial Advisory Group LLC46,019$808K0.5%+13.8%0.130%
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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%
2/4/2026 Advisor OS LLC11,766$207K0.0%+16.9%0.033%
2/3/2026 Legacy 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%
2/2/2026 FSA 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%
1/28/2026 Financial Perspectives Inc3,365$59K0.0%N/A0.010%
1/27/2026 Fiscal 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%
1/26/2026 AE Wealth Management LLC764,407$13.42M0.1%-20.8%2.164%
1/26/2026 Key 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%
11/14/2025 One Capital Management LLC109,479$1.97M0.1%N/A0.280%
11/13/2025Blackston Financial Advisory Group LLC40,455$728K0.4%-21.2%0.103%
11/12/2025 Aptus Capital Advisors LLC9,247$166K0.0%-45.2%0.024%
11/12/2025 Compass Capital Corp MA ADV16,313$291K0.1%-39.4%0.042%
11/12/2025 Advisor OS LLC10,061$181K0.0%N/A0.026%
11/10/2025 Koshinski Asset Management Inc.10,061$181K0.0%N/A0.026%
11/7/2025 Beacon 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%
11/3/2025 AE 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%
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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%
8/15/2025 Captrust Financial Advisors85,403$1.57M0.0%-2.0%0.179%
8/15/2025 Visionary 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%
8/14/2025 Transce3nd LLC15,689$289K0.1%+25.2%0.033%


SVOL Institutional Ownership - Frequently Asked Questions

During the previous two years, 126 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 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).

Institutional investors have bought a total of 1,308,004 shares in the last 24 months. This purchase volume represents approximately $23.06M in transactions.

Of the 30 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), Tactive Advisors LLC ($62.89K), Drive Wealth Management LLC ($61.47K), and Decker Retirement Planning Inc. ($43.13K).

Institutional investors have sold a total of 2,653,489 shares in the last 24 months. This volume of shares sold represents approximately $46.99M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SVOL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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