Simplify Volatility PremiumSVOLETF
13F holders, Q3 2024 (September 30)77holders +12
20new positions
13sold out
1famous investor
$21.96avg. 13F price*
At the end of Q3 2024, 77 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings, up 12 from Q2 2024. 20 opened new positions and 13 sold out. The largest holders were Legacy Investment Solutions, LLC ($10.6M), Legacy Wealth Managment, LLC ($10.6M) and Peak Financial Advisors LLC ($10.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $19.6M |
| Exits | 13 | $5.5M |
All 13F filers, Q2 2024 → Q3 2024: 1,560,768 shares bought and 1,223,089 shares sold, net +337,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Legacy Investment Solutions, LLC | 6.47% | — | 483,144 | $10.6M |
| Legacy Wealth Managment, LLC | 6.47% | — | 483,144 | $10.6M |
| Peak Financial Advisors LLC | 5.42% | Add +9.3% | 479,555 | $10.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +28.4% | 350,129 | $7.7M |
| Cumberland Partners Ltd | 0.49% | Add +7.2% | 322,944 | $7.1M |
| Parkside Investments, LLC | 1.01% | New | 304,985 | $6.7M |
| AE Wealth Management LLC | 0.04% | Add +54.8% | 220,468 | $4.8M |
| Citadel Advisors | 0.01% | Add +287.8% | 214,743 | $4.7M |
| One Capital Management, LLC | 0.08% | Add +1.3% | 116,213 | $2.6M |
| 3EDGE Asset Management, LP | 0.15% | Add +10.3% | 95,436 | $2.1M |
| Arete Wealth Advisors, LLC | 0.17% | Add +10.2% | 89,694 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Add +35.3% | 88,113 | $1.9M |
| Smith Anglin Financial, LLC | 0.18% | Add +1.8% | 85,774 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -8.3% | 84,595 | $1.9M |
| Mount Lucas Management LP | 0.62% | New | 83,100 | $1.8M |
| AlphaStar Capital Management, LLC | 0.14% | New | 81,230 | $1.8M |
| Diversify Advisory Services, LLC | 0.10% | Add +243.7% | 81,530 | $1.8M |
| Morgan Stanley | 0.00% | Add +631.0% | 67,913 | $1.5M |
| Bison Wealth, LLC | 0.22% | Add +32.0% | 62,571 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 61,172 | $1.3M |
| Principal Securities, Inc. | 0.03% | New | 59,946 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -72.1% | 58,674 | $1.3M |
| Arq Wealth Advisors, LLC | 0.47% | New | 55,812 | $1.3M |
| Andina Capital Management, LLC | 0.94% | Add +8.8% | 56,467 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -93.3% | 52,400 | $1.2M |
| Park Edge Advisors, LLC | 0.32% | Add +17.9% | 50,769 | $1.1M |
| Drive Wealth Management, LLC | 0.28% | New | 48,542 | $1.1M |
| LPL Financial LLC | 0.00% | New | 46,341 | $1.0M |
| Bank of America Corp. | 0.00% | Add +76.0% | 40,049 | $879K |
| CPA Asset Management Group, LLC | 0.41% | Add +81.4% | 38,204 | $839K |
| Cambridge Advisors Inc. | 0.18% | Add +30.3% | 37,545 | $824K |
| Ausdal Financial Partners, Inc. | 0.08% | No change | 33,512 | $736K |
| EPG Wealth Management LLC | 0.17% | Add +0.0% | 30,379 | $667K |
| Arkadios Wealth Advisors | 0.04% | New | 30,379 | $667K |
| Collaborative Wealth Managment Inc. | 0.29% | Add +16.5% | 29,587 | $650K |
| HBW Advisory Services LLC | 0.10% | Reduce -11.1% | 29,579 | $650K |
| Mid-American Wealth Advisory Group, Inc. | 0.37% | New | 27,132 | $596K |
| Napa Wealth Management | 0.26% | New | 25,281 | $555K |
| Atlas Financial Advisors, Inc. | 0.79% | Add +10.3% | 22,807 | $501K |
| Aspen Wealth Strategies, LLC | 0.31% | Add +0.9% | 22,182 | $487K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.1% | 19,737 | $433K |
| HRT Financial LP | 0.00% | Reduce -55.3% | 18,467 | $405K |
| CAP Partners, LLC | 0.30% | Add +18.5% | 18,351 | $403K |
| Retirement Planning Group, LLC | 0.02% | Reduce -6.5% | 18,160 | $399K |
| Janney Montgomery Scott LLC | 0.00% | No change | 18,075 | $397K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +17.0% | 16,030 | $352K |
| Sigma Planning Corp | 0.01% | New | 15,344 | $337K |
| Clarity Capital Partners LLC | 0.18% | New | 13,527 | $297K |
| Mariner, LLC | 0.00% | New | 12,671 | $278K |
| Prosperity Wealth Management, Inc. | 0.10% | New | 11,425 | $251K |
| Belpointe Asset Management LLC | 0.01% | Add +1024.0% | 10,419 | $229K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +4.4% | 9,400 | $206K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.1% | 7,566 | $166K |
| Royal Bank of Canada | 0.00% | Add +1630.7% | 7,269 | $160K |
| Arax Advisory Partners | 0.01% | Add +4.0% | 7,254 | $159K |
| Simplex Trading, LLC | 0.00% | New | 6,137 | $134K |
| IFP Advisors, Inc | 0.00% | Add +8.1% | 4,391 | $96K |
| TD Waterhouse Canada Inc. | 0.00% | New | 3,550 | $77K |
| Bank of Montreal | 0.00% | No change | 2,551 | $56K |
| Partnership Wealth Management, LLC | 0.03% | New | 2,200 | $48K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +37.5% | 2,200 | $48K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,200 | $48K |
| Cwm, LLC | 0.00% | Add +3974.1% | 2,200 | $48K |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.2% | 1,510 | $33K |
| Ascentis Wealth Management, LLC | 0.01% | — | 1,132 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -47.6% | 1,001 | $22K |
| FSA Wealth Management LLC | 0.01% | — | 1,000 | $22K |
| Headlands Technologies LLC | 0.00% | New | 300 | $7K |
| Avior Wealth Management, LLC | 0.00% | No change | 220 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.1% | 216 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | Add +9.5% | 115 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 90 | $2K |
| Signaturefd, LLC | 0.00% | Add +3.9% | 53 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 8 | $176 |
| FMR LLC | 0.00% | No change | 2 | $44 |
| 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.