Who Owns SVOL?
Simplify Volatility Premium ETF — Institutional Ownership & 13F Holdings
$15.89
-0.02 (-0.10%)
Market Cap
$615.7M
Shares Outstanding
36,274,344
Institutional Holders
90
Total Inst. Value
$112.0M
% of Float Held
—
QoQ Holder Change
+54
Institutional data as of Q1 2025
New Positions
39
Closed Positions
25
Increased
22
Decreased
23
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $25.2M | 1,384,816 |
| 2 | Beacon Capital Management, LLC | $15.9M | 873,164 |
| 3 | PEAK FINANCIAL ADVISORS LLCNew | $9.1M | 502,384 |
| 4 | Parkside Investments, LLC | $7.0M | 383,495 |
| 5 | POM Investment Strategies, LLCNew | $6.3M | 346,773 |
| 6 | Elevated Capital Advisors, LLCNew | $4.3M | 236,968 |
| 7 | Legacy Wealth Managment, LLC/ID | $4.2M | 232,920 |
| 8 | Visionary Wealth Advisors | $3.0M | 165,637 |
| 9 | Cumberland Partners Ltd | $2.3M | 126,665 |
| 10 | Authentikos Wealth Advisory, LLCNew | $2.1M | 117,191 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +535K | $25.2M |
| Beacon Capital Management, LLC | +459K | $15.9M |
| PEAK FINANCIAL ADVISORS LLCNew | +502K | $9.1M |
| Parkside Investments, LLC | +66K | $7.0M |
| POM Investment Strategies, LLCNew | +347K | $6.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cumberland Partners Ltd | -208K | $2.3M |
| MORGAN STANLEY | -150K | $90K |
| CoreCap Advisors, LLC | -116K | $185K |
| Legacy Wealth Managment, LLC/ID | -102K | $4.2M |
| ENVESTNET ASSET MANAGEMENT INC | -64K | $184K |
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Frequently Asked Questions
How many institutional investors hold SVOL?
As of Q1 2025, 90 institutional investors report holding SVOL (Simplify Volatility Premium ETF) in their 13F filings.
Which hedge fund owns the most SVOL?
The largest institutional holder of SVOL is AE Wealth Management LLC with $25.2M in shares.
Are institutions buying or selling SVOL?
This quarter, 39 institutions opened new positions in SVOL and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.