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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

$21.08 +0.68 (+3.33%)
(As of 12/20/2024 05:45 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Simplify Volatility Premium ETF (NYSEARCA:SVOL)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$43.82M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$26.55M
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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
11/18/2024 Arete Wealth Advisors LLC89,694$1.97M0.2%+10.2%0.231%
11/15/2024 Legacy Investment Solutions LLC483,144$10.60M6.7%N/A1.243%
11/15/2024 Jane Street Group LLC58,674$1.29M0.0%-74.2%0.151%
11/14/2024 Captrust Financial Advisors84,595$1.86M0.0%-8.3%0.218%
11/7/2024 Napa Wealth Management25,281$555K0.3%N/A0.065%
11/7/2024 CAP Partners LLC18,351$403K0.3%+18.5%0.047%
11/7/2024 Drive Wealth Management LLC48,542$1.07M0.3%N/A0.125%
11/6/2024 Mount Lucas Management LP83,100$1.83M0.6%N/A0.214%
11/6/2024 OneDigital Investment Advisors LLC52,400$1.15M0.0%-93.3%0.135%
11/5/2024 Aptus Capital Advisors LLC19,737$433K0.0%-4.1%0.051%
11/5/2024 Cumberland Partners Ltd322,944$7.09M0.5%+7.2%0.831%
11/4/2024 Sigma Planning Corp15,344$337K0.0%N/A0.039%
10/30/2024 Clarity Capital Partners LLC13,527$297K0.2%N/A0.035%
10/29/2024 Farther Finance Advisors LLC2,200$48K0.0%N/A0.006%
10/28/2024 Atlas Financial Advisors Inc.22,807$501K0.8%+10.3%0.059%
10/25/2024 Andina Capital Management LLC56,467$1.24M0.9%+8.8%0.145%
10/25/2024 Diversify Advisory Services LLC81,530$1.77M0.1%+243.6%0.210%
10/24/2024 Park Edge Advisors LLC50,769$1.12M0.3%+17.9%0.131%
10/24/2024 Arkadios Wealth Advisors30,379$667K0.0%N/A0.078%
10/23/2024 Cambridge Advisors Inc.37,545$824K0.2%+30.3%0.097%
10/22/2024 Iron Horse Wealth Management LLC2,200$48K0.0%+37.5%0.006%
10/22/2024 CPA Asset Management LLC38,204$839K0.4%+81.4%0.098%
10/11/2024 ORG Wealth Partners LLC1,132$25K0.0%N/A0.003%
10/10/2024 Retirement Planning Group LLC18,160$399K0.0%-6.5%0.047%
10/10/2024 Peak Financial Advisors LLC479,555$10.53M5.4%+9.3%1.233%
10/8/2024 Partnership Wealth Management LLC2,200$48K0.0%N/A0.006%
10/7/2024 Smith Anglin Financial LLC85,774$1.88M0.2%+1.8%0.221%
10/4/2024 HBW Advisory Services LLC29,579$650K0.1%-11.1%0.076%
10/2/2024 Mid American Wealth Advisory Group Inc.27,132$596K0.4%N/A0.070%
8/13/2024 AE Wealth Management LLC142,383$3.20M0.0%-33.2%0.366%
8/9/2024 Renaissance Technologies LLC119,800$2.69M0.0%-31.9%0.308%
8/9/2024 One Capital Management LLC114,745$2.58M0.1%+17.1%0.295%
8/9/2024 Collaborative Wealth Managment Inc.25,388$570K0.3%+40.2%0.065%
8/8/2024 CoreCap Advisors LLC53,197$1.20M0.1%N/A0.137%
8/5/2024 Atlas Financial Advisors Inc.20,679$464K0.8%-14.4%0.053%
7/31/2024Commonwealth Equity Services LLC272,646$6.12M0.0%+104.4%0.701%
7/26/2024 Park Edge Advisors LLC43,076$967K0.3%+22.9%0.111%
7/19/2024 CAP Partners LLC15,490$348K0.3%+59.3%0.040%
7/16/2024 Andina Capital Management LLC51,905$1.17M0.9%+116.0%0.134%
7/13/2024 Retirement Planning Group LLC19,424$436K0.0%N/A0.050%
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7/12/2024 Peak Financial Advisors LLC438,913$9.86M5.7%+28.3%1.129%
7/12/2024 Diversify Advisory Services LLC23,725$539K0.0%N/A0.061%
7/11/2024 Cambridge Advisors Inc.28,820$647K0.2%+10.6%0.074%
7/11/2024 CPA Asset Management LLC21,062$473K0.3%+51.4%0.054%
7/11/2024 Worth Asset Management LLC12,141$273K0.2%-44.2%0.031%
7/11/2024 Smith Anglin Financial LLC84,278$1.89M0.2%+7.6%0.217%
7/10/2024 Fortitude Family Office LLC2,029$46K0.0%-45.5%0.005%
7/5/2024 HBW Advisory Services LLC33,277$747K0.1%+9.6%0.086%
5/17/2024 Tidal Investments LLC9,180$208K0.0%-8.6%0.024%
5/10/2024 Cumberland Partners Ltd259,029$5.87M0.4%-28.2%0.666%
4/29/2024Commonwealth Equity Services LLC133,381$3.02M0.0%-2.0%0.352%
4/24/2024Lee 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%
2/8/2024 Janney Montgomery Scott LLC18,075$412K0.0%+42.6%0.115%
2/7/2024 AlphaStar Capital Management LLC155,111$3.53M0.4%+95.1%0.988%
2/6/2024 SRS Capital Advisors Inc.2,314$53K0.0%+103.0%0.015%
2/2/2024 Citizens Financial Group Inc. RI15,000$342K0.0%N/A0.096%
2/1/2024 Cumberland Partners Ltd360,883$8.15M0.7%+43.8%2.299%
2/1/2024 CWM LLC15,787$360K0.0%-20.1%0.101%
1/30/2024 Bison Wealth LLC48,193$1.10M0.2%+4.9%0.307%
1/23/2024Lee 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%
11/13/2023 EPG Wealth Management LLC13,566$305K0.1%N/A0.086%
11/13/2023 Visionary Wealth Advisors10,900$245K0.0%N/A0.069%
11/13/2023 Bison 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%
11/8/2023 AlphaStar Capital Management LLC79,496$1.79M0.2%N/A0.506%
11/8/2023 Janney Montgomery Scott LLC12,675$285K0.0%-6.1%0.081%
11/8/2023 Cumberland 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%
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10/11/2023 AE Wealth Management LLC74,269$1.67M0.0%+253.9%0.473%
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%
8/14/2023 Bison Wealth LLC285,294$6.55M1.2%N/A1.817%
8/10/2023Commonwealth Equity Services LLC130,190$2.99M0.0%-1.1%0.829%
8/9/2023 Cumberland 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%
(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, 58 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), Legacy Investment Solutions LLC ($10.60M), Peak Financial Advisors LLC ($10.53M), Cumberland Partners Ltd ($7.09M), Resources Investment Advisors LLC. ($6.31M), and Commonwealth Equity Services LLC ($6.12M).Learn more on SVOL's institutional investors.

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

Of the 50 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), Legacy Investment Solutions LLC ($483.14K), Peak Financial Advisors LLC ($479.56K), Bison Wealth LLC ($287.54K), Commonwealth Equity Services LLC ($270.96K), Resources Investment Advisors LLC. ($242.34K), and Cumberland Partners Ltd ($230.46K).

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

Institutional investors have bought a total of 4,495,185 shares in the last 24 months. This purchase volume represents approximately $99.99M 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 ($731.80K), Simplify Asset Management Inc. ($616.86K), IFP Advisors Inc ($241.56K), Bison Wealth LLC ($239.34K), Jane Street Group LLC ($168.45K), 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 2,451,843 shares in the last 24 months. This volume of shares sold represents approximately $54.25M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 12/22/2024 by MarketBeat.com Staff
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