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Simplify Volatility Premium ETF (SVOL) Institutional Ownership

$21.23 -0.13 (-0.61%)
Closing price 01/31/2025 04:10 PM Eastern
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$21.24 +0.00 (+0.02%)
As of 01/31/2025 07:58 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)
47
Total
Institutional Inflows
(last 12 months)
$55.11M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$26.73M
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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
1/30/2025 Sheaff Brock Investment Advisors LLC10,000$208K0.0%+6.4%0.026%
1/30/2025 Principal Securities Inc.71,342$1.48M0.0%+19.0%0.183%
1/30/2025 Beacon Capital Management LLC414,645$8.62M1.1%N/A1.066%
1/29/2025 Clarity Capital Partners LLC26,023$541K0.3%+92.4%0.067%
1/29/2025 CAP Partners LLC20,162$419K0.3%+9.9%0.052%
1/28/2025 AlphaStar Capital Management LLC105,228$2.19M0.2%+29.5%0.271%
1/27/2025 Crewe Advisors LLC1,307$27K0.0%N/A0.003%
1/23/2025 FSA Advisors Inc.30,995$644K0.8%N/A0.080%
1/22/2025 FSC Wealth Advisors LLC4,578$95K0.1%N/A0.012%
1/22/2025 Parkside Investments LLC317,766$6.61M1.0%+4.2%0.817%
1/22/2025 Drive Wealth Management LLC59,837$1.24M0.3%+23.3%0.154%
1/21/2025 Park Edge Advisors LLC60,745$1.26M0.4%+19.6%0.156%
1/21/2025 Andina Capital Management LLC72,982$1.52M1.2%+29.2%0.188%
1/21/2025 B.O.S.S. Retirement Advisors LLC16,147$336K0.1%N/A0.042%
1/16/2025 Diversify Advisory Services LLC99,661$2.02M0.1%+22.2%0.256%
1/16/2025 Cambridge Advisors Inc.46,250$962K0.2%+23.2%0.119%
1/15/2025 Arkadios Wealth Advisors31,974$665K0.0%+5.3%0.082%
1/15/2025 Decker Retirement Planning Inc.3,514$73K0.0%N/A0.009%
1/14/2025 Smith Anglin Financial LLC80,329$1.67M0.2%-6.3%0.207%
1/14/2025 Peak Financial Advisors LLC486,861$10.12M5.3%+1.5%1.252%
1/13/2025 Elevated Capital Advisors LLC49,856$1.04M0.3%N/A0.128%
1/13/2025 Fiduciary Alliance LLC39,702$825K0.1%N/A0.102%
1/10/2025 HBW 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%
11/7/2024 CAP Partners LLC18,351$403K0.3%+18.5%0.047%
11/7/2024 Drive Wealth Management LLC48,542$1.07M0.3%N/A0.125%
11/6/2024Mount 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%
10/30/2024 Clarity 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%
10/25/2024 Andina Capital Management LLC56,467$1.24M0.9%+8.8%0.145%
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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%
10/22/2024CPA Asset Management LLC38,204$839K0.4%+81.4%0.098%
10/11/2024 ORG Wealth Partners LLC1,132$25K0.0%N/A0.003%
10/10/2024Retirement 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%
8/13/2024AE 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%
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%
7/13/2024Retirement Planning Group LLC19,424$436K0.0%N/A0.050%
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%
7/11/2024CPA 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%
5/17/2024Tidal Investments LLC9,180$208K0.0%-8.6%0.024%
5/10/2024Cumberland 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%
2/6/2024SRS 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%
2/1/2024CWM LLC15,787$360K0.0%-20.1%0.101%
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1/30/2024Bison 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%
1/11/2024Ausdal 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%
(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, 69 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 ($10.12M), Beacon Capital Management LLC ($8.62M), Cumberland Partners Ltd ($7.09M), 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 61 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 ($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 Resources Investment Advisors LLC. ($242.34K).

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

Institutional investors have bought a total of 5,192,534 shares in the last 24 months. This purchase volume represents approximately $114.49M 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 2,453,669 shares in the last 24 months. This volume of shares sold represents approximately $54.28M in transactions.


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This page (NYSEARCA:SVOL) was last updated on 2/1/2025 by MarketBeat.com Staff
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