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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

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$15.61 -1.60 (-9.30%)
Closing price 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)
69
Total
Institutional Inflows
(last 12 months)
$62.03M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$32.82M
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SVOL Institutional Buying and Selling by Quarter

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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
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$366K0.1%-71.9%0.045%
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%
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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%
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%
1/16/2025Cambridge Advisors Inc.46,250$962K0.2%+23.2%0.119%
1/15/2025Arkadios Wealth Advisors31,974$665K0.0%+5.3%0.082%
1/15/2025Decker Retirement Planning Inc.3,514$73K0.0%N/A0.009%
1/14/2025Smith Anglin Financial LLC80,329$1.67M0.2%-6.3%0.207%
1/14/2025Peak Financial Advisors LLC486,861$10.12M5.3%+1.5%1.252%
1/13/2025Elevated Capital Advisors LLC49,856$1.04M0.3%N/A0.128%
1/13/2025Fiduciary Alliance LLC39,702$825K0.1%N/A0.102%
1/10/2025HBW Advisory Services LLC22,217$462K0.1%-24.9%0.057%
12/26/2024JPMorgan Chase & Co.7,566$166K0.0%-50.1%0.019%
11/18/2024Arete Wealth Advisors LLC89,694$1.97M0.2%+10.2%0.231%
11/15/2024Legacy Investment Solutions LLC483,144$10.60M6.7%N/A1.243%
11/15/2024Jane Street Group LLC58,674$1.29M0.0%-74.2%0.151%
11/14/2024Captrust Financial Advisors84,595$1.86M0.0%-8.3%0.218%
11/7/2024Napa Wealth Management25,281$555K0.3%N/A0.065%
11/7/2024CAP Partners LLC18,351$403K0.3%+18.5%0.047%
11/7/2024Drive Wealth Management LLC48,542$1.07M0.3%N/A0.125%
11/6/2024Mount Lucas Management LP83,100$1.83M0.6%N/A0.214%
11/6/2024OneDigital Investment Advisors LLC52,400$1.15M0.0%-93.3%0.135%
11/5/2024Aptus Capital Advisors LLC19,737$433K0.0%-4.1%0.051%
11/5/2024Cumberland Partners Ltd322,944$7.09M0.5%+7.2%0.831%
11/4/2024Sigma Planning Corp15,344$337K0.0%N/A0.039%
10/30/2024Clarity Capital Partners LLC13,527$297K0.2%N/A0.035%
10/29/2024Farther Finance Advisors LLC2,200$48K0.0%N/A0.006%
10/28/2024Atlas Financial Advisors Inc.22,807$501K0.8%+10.3%0.059%
10/25/2024Andina Capital Management LLC56,467$1.24M0.9%+8.8%0.145%
10/25/2024Diversify Advisory Services LLC81,530$1.77M0.1%+243.6%0.210%
10/24/2024Park Edge Advisors LLC50,769$1.12M0.3%+17.9%0.131%
10/24/2024Arkadios Wealth Advisors30,379$667K0.0%N/A0.078%
10/23/2024Cambridge Advisors Inc.37,545$824K0.2%+30.3%0.097%
10/22/2024Iron Horse Wealth Management LLC2,200$48K0.0%+37.5%0.006%
10/22/2024CPA Asset Management LLC38,204$839K0.4%+81.4%0.098%
10/11/2024ORG Wealth Partners LLC1,132$25K0.0%N/A0.003%
10/10/2024Retirement Planning Group LLC18,160$399K0.0%-6.5%0.047%
10/10/2024Peak Financial Advisors LLC479,555$10.53M5.4%+9.3%1.233%
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10/8/2024Partnership Wealth Management LLC2,200$48K0.0%N/A0.006%
10/7/2024Smith Anglin Financial LLC85,774$1.88M0.2%+1.8%0.221%
10/4/2024HBW Advisory Services LLC29,579$650K0.1%-11.1%0.076%
10/2/2024Mid American Wealth Advisory Group Inc.27,132$596K0.4%N/A0.070%
8/13/2024AE Wealth Management LLC142,383$3.20M0.0%-33.2%0.366%
8/9/2024Renaissance Technologies LLC119,800$2.69M0.0%-31.9%0.308%
8/9/2024One Capital Management LLC114,745$2.58M0.1%+17.1%0.295%
8/9/2024Collaborative Wealth Managment Inc.25,388$570K0.3%+40.2%0.065%
8/8/2024CoreCap Advisors LLC53,197$1.20M0.1%N/A0.137%
8/5/2024Atlas Financial Advisors Inc.20,679$464K0.8%-14.4%0.053%
(Data available from 1/1/2016 forward)

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SVOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SVOL shares?

During the previous two years, 88 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), Peak Financial Advisors LLC ($10.12M), Beacon Capital Management LLC ($8.62M), Legacy Investment Solutions LLC ($7.09M), Cumberland Partners Ltd ($6.97M), and Parkside Investments LLC ($6.61M).Learn more on SVOL's institutional investors.

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

Of the 81 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 ($1.15M), Peak Financial Advisors LLC ($486.86K), Legacy Investment Solutions LLC ($483.14K), Beacon Capital Management LLC ($414.65K), Bison Wealth LLC ($287.54K), Commonwealth Equity Services LLC ($270.96K), and Cumberland Partners Ltd ($238.93K).

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

Institutional investors have bought a total of 5,665,283 shares in the last 24 months. This purchase volume represents approximately $124.01M in transactions.

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

Of the 25 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: OneDigital Investment Advisors LLC ($774.40K), Bison Wealth LLC ($284.33K), IFP Advisors Inc ($241.56K), Jane Street Group LLC ($168.45K), Legacy Investment Solutions LLC ($148.64K), Worth Asset Management LLC ($103.88K), and Cumberland Partners Ltd ($101.85K).

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

Institutional investors have sold a total of 2,126,019 shares in the last 24 months. This volume of shares sold represents approximately $46.77M in transactions.


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