Simplify Volatility PremiumSVOLETF
13F holders, Q1 2024 (March 31)61holders
2famous investors
$22.67avg. 13F price*
At the end of Q1 2024, 61 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings. The largest holders were TMD Wealth Management, LLC ($32.8M), OneDigital Investment Advisors LLC ($17.3M) and Peak Financial Advisors LLC ($7.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $14.6M |
| Exits | 9 | $4.6M |
Ownership 61 holders
| TMD Wealth Management, LLC | 7.67% | Add +25.0% | 1,449,085 | $32.8M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -4.5% | 765,140 | $17.3M |
| Peak Financial Advisors LLC | 4.72% | Add +30.0% | 342,155 | $7.8M |
| Jane Street Group, LLC | 0.01% | Add +489.9% | 267,376 | $6.1M |
| Cumberland Partners Ltd | 0.43% | Reduce -28.2% | 259,029 | $5.9M |
| AE Wealth Management LLC | 0.05% | Add +40.0% | 213,262 | $4.8M |
| Avestar Capital, LLC | 0.50% | New | 191,315 | $4.4M |
| Renaissance Technologies | 0.01% | Reduce -24.0% | 176,000 | $4.0M |
| 3EDGE Asset Management, LP | 0.26% | New | 147,331 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 133,381 | $3.0M |
| One Capital Management, LLC | 0.08% | New | 97,955 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +0.1% | 89,918 | $2.0M |
| Arete Wealth Advisors, LLC | 0.17% | Add +12.6% | 82,223 | $1.9M |
| Smith Anglin Financial, LLC | 0.18% | Add +10.7% | 78,353 | $1.8M |
| Bison Wealth, LLC | 0.17% | Reduce -1.6% | 47,402 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Add +85.4% | 38,841 | $880K |
| Park Edge Advisors, LLC | 0.22% | Add +92.1% | 35,036 | $794K |
| CoreCap Advisors, LLC | 0.04% | New | 34,595 | $784K |
| Ausdal Financial Partners, Inc. | 0.09% | Add +1.3% | 33,512 | $759K |
| Citadel Advisors | 0.00% | Add +47.5% | 32,866 | $745K |
| HRT Financial LP | 0.00% | Add +222.5% | 31,003 | $702K |
| HBW Advisory Services LLC | 0.13% | No change | 30,357 | $692K |
| Cambridge Advisors Inc. | 0.14% | Add +7.3% | 26,050 | $590K |
| Lee Financial Group Hawaii, Inc. | 0.45% | Add +5.9% | 25,473 | $577K |
| Atlas Financial Advisors, Inc. | 0.85% | New | 24,164 | $548K |
| Andina Capital Management, LLC | 0.43% | New | 24,033 | $545K |
| Aspen Wealth Strategies, LLC | 0.35% | New | 22,563 | $511K |
| EPG Wealth Management LLC | 0.12% | Add +49.9% | 22,506 | $510K |
| Castleview Partners, LLC | 0.28% | Reduce -79.2% | 21,844 | $495K |
| Worth Asset Management, LLC | 0.30% | Reduce -52.1% | 21,740 | $493K |
| Wolverine Trading, LLC | 0.00% | New | 20,633 | $468K |
| Aptus Capital Advisors, LLC | 0.01% | New | 20,555 | $466K |
| Bank of America Corp. | 0.00% | Add +100815.8% | 19,174 | $434K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +7.9% | 18,106 | $410K |
| Janney Montgomery Scott LLC | 0.00% | No change | 18,075 | $410K |
| Citizens Financial Group Inc. | 0.01% | No change | 15,000 | $340K |
| JPMorgan Chase & Co. | 0.00% | Add +156.4% | 14,982 | $339K |
| Cwm, LLC | 0.00% | Reduce -11.4% | 13,990 | $317K |
| CPA Asset Management Group, LLC | 0.18% | New | 13,915 | $315K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,497 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,881 | $224K |
| CAP Partners, LLC | 0.19% | New | 9,726 | $220K |
| Tidal Investments LLC | 0.00% | Reduce -8.6% | 9,180 | $208K |
| TD Waterhouse Canada Inc. | 0.00% | New | 4,000 | $90K |
| Fortitude Family Office, LLC | 0.06% | New | 3,726 | $84K |
| IFP Advisors, Inc | 0.00% | New | 3,584 | $81K |
| Morgan Stanley | 0.00% | Add +37.2% | 3,285 | $74K |
| Bank of Montreal | 0.00% | New | 2,551 | $58K |
| Arax Advisory Partners | 0.01% | Add +4.0% | 2,407 | $55K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 1,600 | $36K |
| Osaic Holdings, Inc. | 0.00% | Add +28.0% | 1,600 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,589 | $36K |
| Simplex Trading, LLC | 0.00% | New | 1,585 | $35K |
| Royal Bank of Canada | 0.00% | Reduce -48.9% | 398 | $9K |
| Glassman Wealth Services | 0.00% | New | 295 | $7K |
| VitalStone Financial, LLC | 0.00% | Add +85.3% | 226 | $5K |
| Avior Wealth Management, LLC | 0.00% | No change | 220 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 100 | $2K |
| FMR LLC | 0.00% | New | 2 | $45 |
| UBS Group AG | 0.00% | Reduce -99.8% | 1 | $23 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is SVOL's weight in each manager's 13F, not the share of Simplify Volatility Premium the manager owns.