Simplify Volatility PremiumSVOLETF
13F holders, Q2 2026 (June 30)70holders −9
9new positions
17sold out
1famous investor
$16.01avg. 13F price*
At the end of Q2 2026, 70 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings, down 9 from Q1 2026. 9 opened new positions and 17 sold out. The largest holders were AE Wealth Management LLC ($12.6M), Owen LaRue, LLC ($7.4M) and Elevated Capital Advisors, LLC ($5.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Volatility Premium
- CUSIP
- 82889N863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $988K |
| Exits | 17 | $7.1M |
All 13F filers, Q1 2026 → Q2 2026: 583,781 shares bought and 673,714 shares sold, net −89,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| AE Wealth Management LLC | 0.06% | Add +12.6% | 787,825 | $12.6M |
| Owen LaRue, LLC | 2.59% | Add +98.8% | 462,950 | $7.4M |
| Elevated Capital Advisors, LLC | 1.53% | Add +13.7% | 346,217 | $5.6M |
| Key Capital Management, INC | 1.54% | Add +9.1% | 185,930 | $3.0M |
| Visionary Wealth Advisors | 0.10% | Reduce -9.1% | 161,568 | $2.6M |
| One Capital Management, LLC | 0.06% | No change | 129,710 | $2.0M |
| Howard Bailey Securities, LLC | 0.74% | Add +1.3% | 123,270 | $2.0M |
| Park Edge Advisors, LLC | 0.41% | Add +21.9% | 119,051 | $1.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.47% | Add +8.5% | 108,800 | $1.7M |
| FSA Advisors, Inc. | 0.72% | Add +14.5% | 98,518 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -10.9% | 72,633 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -44.9% | 67,846 | $1.1M |
| Authentikos Wealth Advisory, LLC | 0.59% | Reduce -3.8% | 58,082 | $932K |
| Blackston Financial Advisory Group, LLC | 0.51% | Add +7.1% | 56,716 | $910K |
| Tactive Advisors, LLC | 0.21% | Reduce -9.9% | 52,106 | $836K |
| Beacon Capital Management, LLC | 0.12% | Reduce -26.6% | 51,910 | $833K |
| Cambridge Advisors Inc. | 0.14% | Add +4.3% | 51,609 | $828K |
| Mosley Wealth Management | 0.24% | Add +347.2% | 46,173 | $741K |
| Legacy Wealth Managment, LLC | 0.30% | Reduce -55.2% | 44,796 | $719K |
| Discipline Wealth Solutions, LLC | 0.06% | Add +24.5% | 43,617 | $700K |
| Networth Advisors, LLC | 0.38% | Add +13.4% | 40,955 | $657K |
| Sigma Planning Corp | 0.02% | Add +3.8% | 40,351 | $647K |
| MML Investors Services, LLC | 0.00% | Add +22.4% | 39,781 | $638K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.2% | 38,824 | $623K |
| Maridea Wealth Management LLC | 0.06% | Add +32.9% | 34,004 | $545K |
| LPL Financial LLC | 0.00% | Reduce -10.2% | 29,727 | $477K |
| Susquehanna International Group, LLP | 0.00% | Add +100.4% | 22,071 | $354K |
| Mather Group, Llc. | 0.00% | Reduce -31.2% | 20,671 | $332K |
| Lloyd Advisory Services, LLC. | 0.13% | New | 20,401 | $327K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.0% | 18,507 | $297K |
| Silver Oak Securities, Incorporated | 0.02% | New | 17,981 | $288K |
| Old Mission Capital LLC | 0.01% | Add +67.5% | 17,003 | $273K |
| Citadel Advisors | 0.00% | New | 13,745 | $220K |
| Fiduciary Alliance LLC | 0.01% | Add +1.1% | 13,724 | $220K |
| Ignite Planners, LLC | 0.03% | Add +14.1% | 12,886 | $207K |
| Decker Retirement Planning Inc. | 0.07% | Add +3.4% | 11,961 | $192K |
| Zazove Associates LLC | 0.48% | No change | 10,900 | $175K |
| Arkadios Wealth Advisors | 0.00% | Add +5.4% | 10,721 | $172K |
| Stirlingshire Investments, Inc. | 0.12% | Reduce -54.2% | 10,150 | $163K |
| Allworth Financial LP | 0.00% | No change | 10,000 | $160K |
| Arax Advisory Partners | 0.00% | Reduce -6.2% | 9,524 | $153K |
| Luminist Capital LLC | 0.17% | Add +37.4% | 9,415 | $149K |
| Tounjian Advisory Partners, LLC | 0.04% | New | 6,230 | $100K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -42.0% | 4,702 | $75K |
| Strive Financial Group ,LLC | 0.03% | Add +25.5% | 4,547 | $73K |
| CoreCap Advisors, LLC | 0.00% | Reduce -31.1% | 3,837 | $62K |
| POM Investment Strategies, LLC | 0.06% | Reduce -55.6% | 3,300 | $53K |
| JPMorgan Chase & Co. | 0.00% | Add +29.1% | 3,293 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.3% | 2,758 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,000 | $32K |
| Wellington-Altus USA Inc. | 0.02% | No change | 1,400 | $21K |
| Crewe Advisors LLC | 0.00% | Add +2.0% | 1,217 | $20K |
| Clearstead Advisors, LLC | 0.00% | Reduce -18.0% | 1,206 | $19K |
| BlackRock, Inc. | 0.00% | No change | 1,188 | $19K |
| Montgomery Financial Services LLC | 0.02% | — | 1,110 | $18K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,071 | $17K |
| Simplex Trading, LLC | 0.00% | Reduce -92.2% | 999 | $16K |
| Allied Private Wealth LLC | 0.01% | — | 1,000 | $16K |
| SHP Wealth Management | 0.00% | Reduce -0.4% | 760 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 685 | $11K |
| Osaic Holdings, Inc. | 0.00% | Add +10.5% | 273 | $4K |
| UBS Group AG | 0.00% | Reduce -75.5% | 237 | $4K |
| MRP Capital Investments, LLC | 0.00% | No change | 200 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 200 | $3K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 131 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -97.5% | 106 | $2K |
| Larson Financial Group LLC | 0.00% | Add +10000.0% | 101 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 9 | $144 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7 | $112 |
| Morgan Stanley | 0.00% | No change | 3 | $53 |
"% of holder's portfolio" is SVOL's weight in each manager's 13F, not the share of Simplify Volatility Premium the manager owns.