Simplify Volatility PremiumSVOLETF
13F holders, Q4 2024 (December 31)94holders +17
24new positions
12sold out
1famous investor
$20.83avg. 13F price*
At the end of Q4 2024, 94 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings, up 17 from Q3 2024. 24 opened new positions and 12 sold out. The largest holders were AE Wealth Management LLC ($17.7M), Peak Financial Advisors LLC ($10.1M) and Beacon Capital Management, LLC ($8.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $17.5M |
| Exits | 12 | $6.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,140,153 shares bought and 909,752 shares sold, net +1,230,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| AE Wealth Management LLC | 0.15% | Add +285.6% | 850,011 | $17.7M |
| Peak Financial Advisors LLC | 5.26% | Add +1.5% | 486,861 | $10.1M |
| Beacon Capital Management, LLC | 1.12% | New | 414,645 | $8.6M |
| Legacy Investment Solutions, LLC | 4.65% | Reduce -30.8% | 334,502 | $7.1M |
| Legacy Wealth Managment, LLC | 4.65% | Reduce -30.8% | 334,502 | $7.1M |
| Cumberland Partners Ltd | 0.49% | Add +3.8% | 335,148 | $7.0M |
| Parkside Investments, LLC | 0.99% | Add +4.2% | 317,766 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.4% | 310,205 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +176.2% | 162,050 | $3.4M |
| Morgan Stanley | 0.00% | Add +128.7% | 155,343 | $3.2M |
| CoreCap Advisors, LLC | 0.12% | Add +8227.2% | 125,741 | $2.6M |
| AlphaStar Capital Management, LLC | 0.23% | Add +29.5% | 105,228 | $2.2M |
| Visionary Wealth Advisors | 0.13% | Add +17.9% | 103,865 | $2.2M |
| Diversify Advisory Services, LLC | 0.11% | Add +22.2% | 99,661 | $2.0M |
| Arete Wealth Advisors, LLC | 0.14% | Add +0.2% | 89,896 | $1.9M |
| Mount Lucas Management LP | 0.62% | Add +3.8% | 86,264 | $1.8M |
| Smith Anglin Financial, LLC | 0.16% | Reduce -6.3% | 80,329 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -62.7% | 80,079 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 76,965 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.8% | 74,488 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -13.3% | 73,387 | $1.5M |
| Andina Capital Management, LLC | 1.24% | Add +29.3% | 72,982 | $1.5M |
| Principal Securities, Inc. | 0.03% | Add +19.0% | 71,342 | $1.5M |
| Arq Wealth Advisors, LLC | 0.54% | Add +21.7% | 67,899 | $1.4M |
| LPL Financial LLC | 0.00% | Add +41.5% | 65,548 | $1.4M |
| Park Edge Advisors, LLC | 0.37% | Add +19.6% | 60,745 | $1.3M |
| Drive Wealth Management, LLC | 0.30% | Add +23.3% | 59,837 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +2421.4% | 55,470 | $1.2M |
| Old Mission Capital LLC | 0.02% | New | 50,601 | $1.1M |
| Elevated Capital Advisors, LLC | 0.28% | New | 49,856 | $1.0M |
| Compass Capital Corp. /Ma/ | 0.39% | — | 48,192 | $1.0M |
| Cambridge Advisors Inc. | 0.21% | Add +23.2% | 46,250 | $962K |
| Fiduciary Alliance LLC | 0.08% | New | 39,702 | $825K |
| CPA Asset Management Group, LLC | 0.38% | Add +2.0% | 38,955 | $810K |
| Aspen Wealth Strategies, LLC | 0.51% | Add +74.5% | 38,711 | $805K |
| Napa Wealth Management | 0.31% | Add +36.4% | 34,493 | $717K |
| Ausdal Financial Partners, Inc. | 0.06% | No change | 33,512 | $697K |
| Arkadios Wealth Advisors | 0.04% | Add +5.3% | 31,974 | $665K |
| EPG Wealth Management LLC | 0.17% | Add +3.3% | 31,381 | $652K |
| Bank of America Corp. | 0.00% | Reduce -22.4% | 31,065 | $646K |
| FSA Advisors, Inc. | 0.79% | New | 30,995 | $644K |
| Collaborative Wealth Managment Inc. | 0.28% | Add +1.8% | 30,119 | $626K |
| Sigma Planning Corp | 0.02% | Add +70.4% | 26,146 | $544K |
| Clarity Capital Partners LLC | 0.28% | Add +92.4% | 26,023 | $541K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 24,933 | $518K |
| Prosperity Wealth Management, Inc. | 0.20% | Add +109.3% | 23,918 | $497K |
| HBW Advisory Services LLC | 0.05% | Reduce -24.9% | 22,217 | $462K |
| Luminist Capital LLC | 0.78% | — | 21,295 | $443K |
| CAP Partners, LLC | 0.30% | Add +9.9% | 20,162 | $419K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 19,810 | $412K |
| JT Stratford LLC | 0.07% | New | 19,636 | $408K |
| Two Sigma Securities, LLC | 0.07% | New | 19,447 | $404K |
| TD Waterhouse Canada Inc. | 0.00% | Add +432.4% | 18,900 | $394K |
| Janney Montgomery Scott LLC | 0.00% | No change | 18,075 | $376K |
| Bison Wealth, LLC | 0.08% | Reduce -71.9% | 17,582 | $366K |
| Thompson David Blair | 0.26% | — | 17,187 | $357K |
| Retirement Planning Group, LLC | 0.02% | Reduce -6.5% | 16,970 | $353K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +2.5% | 16,430 | $342K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 16,418 | $341K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 16,418 | $341K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | New | 16,147 | $336K |
| UBS Group AG | 0.00% | Add +1471600.0% | 14,717 | $306K |
| HighTower Advisors, LLC | 0.00% | New | 13,321 | $277K |
| Vista Investment Management | 0.10% | New | 12,553 | $261K |
| CreativeOne Wealth, LLC | 0.01% | New | 12,188 | $253K |
| Belpointe Asset Management LLC | 0.01% | Add +0.6% | 10,485 | $234K |
| Blueprint Investment Partners LLC | 0.03% | New | 10,313 | $214K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +6.4% | 10,000 | $208K |
| Wolverine Trading, LLC | 0.00% | New | 9,863 | $207K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -81.3% | 9,802 | $204K |
| Arax Advisory Partners | 0.01% | Add +17.2% | 8,500 | $177K |
| JPMorgan Chase & Co. | 0.00% | Add +11.0% | 8,401 | $175K |
| FSC Wealth Advisors, LLC | 0.06% | New | 4,578 | $95K |
| Whipplewood Advisors, LLC | 0.05% | — | 4,516 | $94K |
| IFP Advisors, Inc | 0.00% | Reduce -3.8% | 4,224 | $88K |
| Decker Retirement Planning Inc. | 0.04% | — | 3,514 | $73K |
| Anfield Capital Management, LLC | 0.02% | New | 2,654 | $55K |
| FSA Wealth Management LLC | 0.01% | Add +50.0% | 1,500 | $31K |
| Crewe Advisors LLC | 0.00% | New | 1,307 | $27K |
| Osaic Holdings, Inc. | 0.00% | Add +488.4% | 1,271 | $26K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,132 | $24K |
| Tucker Asset Management LLC | 0.00% | New | 687 | $14K |
| Westside Investment Management, Inc. | 0.00% | New | 500 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -93.8% | 448 | $9K |
| Avior Wealth Management, LLC | 0.00% | Add +63.6% | 360 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 303 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -90.9% | 200 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 115 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 90 | $2K |
| Signaturefd, LLC | 0.00% | Add +1.9% | 54 | $1K |
| National Bank of Canada | 0.00% | New | 33 | $686 |
| TCTC Holdings, LLC | 0.00% | No change | 8 | $166 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $21 |
| 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.