Simplify Volatility PremiumSVOLETF
13F holders, Q2 2024 (June 30)65holders +4
13new positions
7sold out
2famous investors
$22.65avg. 13F price*
At the end of Q2 2024, 65 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings, up 4 from Q1 2024. 13 opened new positions and 7 sold out. The largest holders were OneDigital Investment Advisors LLC ($17.6M), Peak Financial Advisors LLC ($9.9M) and Cumberland Partners Ltd ($6.8M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.7M |
| Exits | 7 | $38.0M |
All 13F filers, Q1 2024 → Q2 2024: 596,592 shares bought and 1,975,797 shares sold, net −1,379,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| OneDigital Investment Advisors LLC | 0.22% | Add +2.5% | 784,198 | $17.6M |
| Peak Financial Advisors LLC | 5.66% | Add +28.3% | 438,913 | $9.9M |
| Cumberland Partners Ltd | 0.49% | Add +16.3% | 301,358 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +104.4% | 272,646 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -21.3% | 210,423 | $4.7M |
| AE Wealth Management LLC | 0.03% | Reduce -33.2% | 142,383 | $3.2M |
| Renaissance Technologies | 0.00% | Reduce -31.9% | 119,800 | $2.7M |
| One Capital Management, LLC | 0.09% | Add +17.1% | 114,745 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +2.6% | 92,226 | $2.1M |
| 3EDGE Asset Management, LP | 0.15% | Reduce -41.3% | 86,557 | $1.9M |
| Smith Anglin Financial, LLC | 0.19% | Add +7.6% | 84,278 | $1.9M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -1.0% | 81,409 | $1.8M |
| Visionary Wealth Advisors | 0.10% | Add +67.7% | 65,117 | $1.5M |
| Citadel Advisors | 0.00% | Add +68.5% | 55,381 | $1.2M |
| CoreCap Advisors, LLC | 0.12% | Add +53.8% | 53,197 | $1.2M |
| Andina Capital Management, LLC | 0.88% | Add +116.0% | 51,905 | $1.2M |
| Bison Wealth, LLC | 0.17% | No change | 47,402 | $1.1M |
| Park Edge Advisors, LLC | 0.30% | Add +22.9% | 43,076 | $967K |
| HRT Financial LP | 0.01% | Add +33.1% | 41,282 | $927K |
| Ausdal Financial Partners, Inc. | 0.08% | No change | 33,512 | $753K |
| HBW Advisory Services LLC | 0.12% | Add +9.6% | 33,277 | $747K |
| Cambridge Advisors Inc. | 0.15% | Add +10.6% | 28,820 | $647K |
| Collaborative Wealth Managment Inc. | 0.28% | Add +40.2% | 25,388 | $570K |
| Diversify Advisory Services, LLC | 0.03% | New | 23,725 | $539K |
| Two Sigma Securities, LLC | 0.03% | New | 23,977 | $539K |
| Bank of America Corp. | 0.00% | Add +18.7% | 22,757 | $511K |
| Aspen Wealth Strategies, LLC | 0.35% | Reduce -2.6% | 21,984 | $499K |
| Castleview Partners, LLC | 0.28% | No change | 21,844 | $491K |
| CPA Asset Management Group, LLC | 0.25% | Add +51.4% | 21,062 | $473K |
| Atlas Financial Advisors, Inc. | 0.77% | Reduce -14.4% | 20,679 | $464K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 20,579 | $462K |
| Retirement Planning Group, LLC | 0.03% | New | 19,424 | $436K |
| Janney Montgomery Scott LLC | 0.00% | No change | 18,075 | $406K |
| CAP Partners, LLC | 0.28% | Add +59.3% | 15,490 | $348K |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 15,158 | $340K |
| Citizens Financial Group Inc. | 0.01% | No change | 15,000 | $337K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 13,700 | $308K |
| Old Mission Capital LLC | 0.01% | New | 13,619 | $306K |
| JT Stratford LLC | 0.05% | New | 13,122 | $295K |
| Worth Asset Management, LLC | 0.16% | Reduce -44.1% | 12,141 | $273K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.8% | 11,104 | $249K |
| Morgan Stanley | 0.00% | Add +182.8% | 9,290 | $209K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 9,000 | $202K |
| Tidal Investments LLC | 0.00% | Reduce -3.0% | 8,907 | $200K |
| Arax Advisory Partners | 0.02% | Add +189.7% | 6,974 | $157K |
| IFP Advisors, Inc | 0.00% | Add +13.4% | 4,064 | $91K |
| Bank of Montreal | 0.00% | No change | 2,551 | $58K |
| Fortitude Family Office, LLC | 0.03% | Reduce -45.5% | 2,029 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.3% | 1,911 | $43K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 1,600 | $36K |
| AlphaMark Advisors, LLC | 0.01% | New | 927 | $21K |
| Belpointe Asset Management LLC | 0.00% | New | 927 | $21K |
| Glassman Wealth Services | 0.00% | Add +78.0% | 525 | $12K |
| Royal Bank of Canada | 0.00% | Add +5.5% | 420 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.1% | 223 | $5K |
| Avior Wealth Management, LLC | 0.00% | No change | 220 | $5K |
| Ancora Advisors LLC | 0.00% | New | 101 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 90 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | Add +5.0% | 105 | $2K |
| Signaturefd, LLC | 0.00% | New | 51 | $1K |
| Cwm, LLC | 0.00% | Reduce -99.6% | 54 | $1K |
| TCTC Holdings, LLC | 0.00% | New | 8 | $180 |
| FMR LLC | 0.00% | No change | 2 | $45 |
| UBS Group AG | 0.00% | No change | 1 | $22 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is SVOL's weight in each manager's 13F, not the share of Simplify Volatility Premium the manager owns.