Who Owns Simplify Volatility Premium ETF (SVOL)?Hedge Fund & Institutional Holders

$15.89-0.01 (-0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.3255726258533604e+159T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$13.97$16.09$18.21$20.33$22.45Sep 24Jun 25Mar 26

SVOL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+764K+$13.4M
Owen LaRue, LLCNew Position+333K+$5.9M
Key Capital Management, INCNew Position+148K+$2.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+159K+$2.0M
HOWARD BAILEY SECURITIES, LLCNew Position+108K+$1.9M
B.O.S.S. Retirement Advisors, LLCNew Position+94K+$1.7M
FSA Advisors, Inc.New Position+87K+$1.5M
Authentikos Wealth Advisory, LLCNew Position+65K+$1.1M
GREENBERG FINANCIAL GROUPNew Position+56K+$984K
Discipline Wealth Solutions, LLCNew Position+55K+$960K
Claris Financial LLCNew Position+48K+$851K
Andina Capital Management, LLCNew Position+46K+$802K
Stirlingshire Investments, Inc.New Position+34K+$602K
Avidian Wealth Enterprises, LLCNew Position+31K+$545K
Networth Advisors, LLCNew Position+30K+$525K

SVOL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beacon Capital Management, LLCDecreased-491K-$10.9B
POM Investment Strategies, LLCDecreased-110K-$5.7B
Visionary Wealth AdvisorsDecreased-14K-$3.6B
JANE STREET GROUP, LLCClosed Position-165K-$3.0B
J HAGAN CAPITAL, INC.Decreased-139K-$2.7B
Tactive Advisors, LLCDecreased-54K-$2.1B
One Capital Management, LLCDecreased-1K-$2.0B
Legacy Wealth Managment, LLC/IDDecreased-6K-$1.9B
CAPTRUST FINANCIAL ADVISORSDecreased-7K-$1.4B
LPL Financial LLCDecreased-5K-$1.1B
NAPA WEALTH MANAGEMENTClosed Position-39K-$702.5M
OLD MISSION CAPITAL LLCDecreased-5K-$696.4M
Summit Financial, LLCDecreased-8K-$664.3M
Fiduciary Alliance LLCDecreased-17K-$615.6M
Collaborative Wealth Managment Inc.Decreased-16K-$593.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AE Wealth Management LLC754,859$13.3M0.08%Share
2Elevated Capital Advisors, LLC413,589$7.3M1.69%Share
3Owen LaRue, LLC333,339$5.9M2.23%Share
4POM Investment Strategies, LLC205,239$3.6M1.85%Share
5Visionary Wealth Advisors187,674$3.3M0.15%Share
6Key Capital Management, INC147,552$2.6M2.57%Share
7COMMONWEALTH EQUITY SERVICES, LLC158,792$2.0M0.00%Share
8Beacon Capital Management, LLC113,534$2.0M0.31%Share
9One Capital Management, LLC108,269$1.9M0.06%Share
10HOWARD BAILEY SECURITIES, LLC108,091$1.9M0.75%Share
11Legacy Wealth Managment, LLC/ID101,474$1.8M0.85%Share
12Park Edge Advisors, LLC95,179$1.7M0.38%Share
13B.O.S.S. Retirement Advisors, LLC94,136$1.7M0.52%Share
14FSA Advisors, Inc.86,628$1.5M1.06%Share
15Authentikos Wealth Advisory, LLC65,040$1.1M0.76%Share
16Tactive Advisors, LLC60,585$1.1M0.31%Share
17CAPTRUST FINANCIAL ADVISORS72,135$1.0M0.00%Share
18JANE STREET GROUP, LLC67,900$1.0M0.00%Call
19CITADEL ADVISORS LLC60,300$1.0M0.00%Call
20IEQ CAPITAL, LLC73,342$1.0M0.00%Share
21GREENBERG FINANCIAL GROUP56,080$984K0.41%Share
22Discipline Wealth Solutions, LLC54,700$960K0.18%Share
23Claris Financial LLC48,489$851K0.45%Share
24Cambridge Advisors Inc.47,854$840K0.16%Share
25Blackston Financial Advisory Group, LLC46,019$808K0.49%Share
26Andina Capital Management, LLC45,676$802K0.48%Share
27Sigma Planning Corp37,456$657K0.02%Share
28Stirlingshire Investments, Inc.34,319$602K0.53%Share
29OLD MISSION CAPITAL LLC33,300$584K0.01%Share
30Avidian Wealth Enterprises, LLC31,065$545K0.02%Share
31Networth Advisors, LLC29,941$525K0.39%Share
32Guild Investment Management, Inc.19,187$336K0.25%Share
33RFG Advisory, LLC18,223$319K0.01%Share
34Farther Finance Advisors, LLC17,620$309K0.00%Share
35Fiduciary Alliance LLC17,259$303K0.02%Share
36Collaborative Wealth Managment Inc.16,567$290K0.10%Share
37COMPASS CAPITAL CORP /MA/ /ADV16,424$285K0.11%Share
38Fiscal Wisdom Wealth Management, LLC15,715$275K0.26%Share
39Wealthcare Advisory Partners LLC15,652$274K0.01%Share
40Mosley Wealth Management14,311$259K0.12%Share
41Lloyd Advisory Services, LLC.14,112$247K0.10%Share
42Decker Retirement Planning Inc.12,125$212K0.11%Share
43Koshinski Asset Management, Inc.11,766$206K0.01%Share
44Advisor OS, LLC11,766$206K0.02%Share
45J HAGAN CAPITAL, INC.11,105$195K0.11%Share
46Ignite Planners, LLC10,487$182K0.03%Share
47Allworth Financial LP10,000$175K0.00%Share
48AE Wealth Management LLC5,990$105K0.00%Share
49CoreCap Advisors, LLC5,672$99K0.00%Share
50Whipplewood Advisors, LLC5,534$97K0.06%Share

SVOL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202579$67.5M+26
Q3 202553$54.1B-27
Q2 202580$124.9B-10
Q1 202590$116.7B+14
Q4 202476$7.6T+29
Q3 202447$31.9T+3
Q2 202444$22.9T+8
Q1 202436$20.4T—

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As of Q4 2025, 50 institutional investors hold SVOL (Simplify Volatility Premium ETF). The largest holder is AE Wealth Management LLC with $13.3M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SVOL?

As of Q4 2025, 50 institutional investors report holding SVOL (Simplify Volatility Premium ETF) in their 13F filings.

Who is the largest institutional holder of SVOL?

The largest institutional holder of SVOL is AE Wealth Management LLC with $13.3M in shares.

Is institutional ownership of SVOL increasing or decreasing?

This quarter, 15 institutions opened new positions in SVOL and 2 closed their positions.