Simplify Volatility PremiumSVOLETF
13F holders, Q1 2025 (March 31)93holders −1
22new positions
22sold out
1famous investor
$18.18avg. 13F price*
At the end of Q1 2025, 93 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings, down 1 from Q4 2024. 22 opened new positions and 22 sold out. The largest holders were AE Wealth Management LLC ($25.2M), Beacon Capital Management, LLC ($15.9M) and Peak Financial Advisors LLC ($9.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $17.5M |
| Exits | 22 | $13.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,583,033 shares bought and 1,457,683 shares sold, net +1,125,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| AE Wealth Management LLC | 0.21% | Add +62.9% | 1,384,816 | $25.2M |
| Beacon Capital Management, LLC | 2.14% | Add +110.6% | 873,164 | $15.9M |
| Peak Financial Advisors LLC | 4.65% | Add +3.2% | 502,384 | $9.1M |
| Parkside Investments, LLC | 1.03% | Add +20.7% | 383,495 | $7.0M |
| POM Investment Strategies, LLC | 7.37% | New | 346,773 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.5% | 327,411 | $6.0M |
| Elevated Capital Advisors, LLC | 1.21% | Add +375.3% | 236,968 | $4.3M |
| Legacy Wealth Managment, LLC | 3.08% | Reduce -30.4% | 232,920 | $4.2M |
| Visionary Wealth Advisors | 0.18% | Add +59.5% | 165,637 | $3.0M |
| Howard Bailey Securities, LLC | 0.92% | New | 151,327 | $2.8M |
| Cumberland Partners Ltd | 0.18% | Reduce -62.2% | 126,665 | $2.3M |
| Authentikos Wealth Advisory, LLC | 1.74% | New | 122,608 | $2.2M |
| Citadel Advisors | 0.00% | Add +37.5% | 110,071 | $2.0M |
| Diversify Advisory Services, LLC | 0.11% | Add +9.7% | 109,305 | $1.8M |
| Arete Wealth Advisors, LLC | 0.14% | Add +9.2% | 98,206 | $1.8M |
| Arq Wealth Advisors, LLC | 0.61% | Add +34.2% | 91,096 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +18.7% | 87,110 | $1.6M |
| Principal Securities, Inc. | 0.03% | No change | 71,342 | $1.5M |
| Andina Capital Management, LLC | 1.04% | Add +9.8% | 80,166 | $1.5M |
| Drive Wealth Management, LLC | 0.34% | Add +32.1% | 79,053 | $1.4M |
| J Hagan Capital, Inc. | 1.11% | — | 65,507 | $1.4M |
| FSA Advisors, Inc. | 1.08% | Add +141.4% | 74,813 | $1.4M |
| Park Edge Advisors, LLC | 0.35% | Add +14.4% | 69,516 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -7.4% | 60,669 | $1.1M |
| Owen LaRue, LLC | 0.52% | New | 57,214 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +179.5% | 52,833 | $1.0M |
| Cambridge Advisors Inc. | 0.20% | Add +8.6% | 50,210 | $913K |
| Fiduciary Alliance LLC | 0.09% | Add +23.8% | 49,154 | $894K |
| Prosperity Wealth Management, Inc. | 0.40% | Add +94.6% | 46,554 | $846K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.0% | 39,235 | $713K |
| Greenberg Financial Group | 0.30% | — | 46,373 | $711K |
| Napa Wealth Management | 0.39% | Add +9.7% | 37,845 | $688K |
| Aspen Wealth Strategies, LLC | 0.45% | Reduce -2.8% | 37,616 | $684K |
| GWN Securities Inc. | 0.04% | New | 34,860 | $679K |
| IMC-Chicago, LLC | 0.03% | New | 37,254 | $677K |
| Compass Capital Corp. /Ma/ | 0.35% | Reduce -4.5% | 46,046 | $666K |
| Group One Trading LLC | 0.03% | New | 34,400 | $625K |
| Clarity Capital Partners LLC | 0.24% | Add +28.2% | 33,363 | $607K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -2.5% | 32,661 | $594K |
| Smith Anglin Financial, LLC | 0.06% | Reduce -60.3% | 31,927 | $580K |
| Sigma Planning Corp | 0.02% | Add +13.8% | 29,756 | $541K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -2.5% | 29,357 | $534K |
| Mutual Advisors, LLC | 0.01% | New | 29,950 | $492K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -53.2% | 25,947 | $475K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | Add +56.5% | 25,262 | $459K |
| Luminist Capital LLC | 0.46% | Add +9.8% | 23,379 | $428K |
| RFG Advisory, LLC | 0.01% | New | 22,106 | $402K |
| CAP Partners, LLC | 0.28% | Add +6.6% | 21,497 | $391K |
| JT Stratford LLC | 0.07% | Add +2.4% | 20,116 | $366K |
| Decker Retirement Planning Inc. | 0.21% | Add +424.8% | 18,440 | $335K |
| HRT Financial LP | 0.00% | New | 18,118 | $329K |
| Janney Montgomery Scott LLC | 0.00% | No change | 18,075 | $329K |
| CPA Asset Management Group, LLC | 0.14% | Reduce -55.6% | 17,304 | $315K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.8% | 16,730 | $304K |
| Creative Planning | 0.00% | New | 16,669 | $303K |
| Bank of Montreal | 0.00% | New | 16,640 | $303K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.0% | 16,257 | $296K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.0% | 16,257 | $296K |
| Straight Path Wealth Management | 0.11% | New | 15,150 | $275K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.9% | 14,690 | $267K |
| Tounjian Advisory Partners, LLC | 0.05% | — | 14,496 | $264K |
| Clay Northam Wealth Management, LLC | 0.17% | New | 13,050 | $237K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.5% | 12,717 | $231K |
| Transce3nd, LLC | 0.10% | New | 12,530 | $228K |
| Vista Investment Management | 0.09% | Reduce -2.0% | 12,305 | $224K |
| BlackRock, Inc. | 0.00% | New | 11,442 | $208K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 10,734 | $195K |
| CoreCap Advisors, LLC | 0.01% | Reduce -91.9% | 10,173 | $185K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -86.4% | 10,100 | $184K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 10,000 | $182K |
| Arax Advisory Partners | 0.01% | Add +4.2% | 8,853 | $161K |
| Morgan Stanley | 0.00% | Reduce -96.8% | 5,007 | $91K |
| Whipplewood Advisors, LLC | 0.05% | Reduce -99.6% | 20 | $90K |
| IFP Advisors, Inc | 0.00% | Add +10.8% | 4,681 | $85K |
| FSC Wealth Advisors, LLC | 0.05% | No change | 4,578 | $83K |
| Park Square Financial Group, LLC | 0.05% | New | 3,444 | $63K |
| AlphaCore Capital LLC | 0.00% | New | 3,004 | $55K |
| Cwm, LLC | 0.00% | New | 2,877 | $52K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +1250.0% | 2,700 | $49K |
| Anfield Capital Management, LLC | 0.02% | No change | 2,654 | $48K |
| Osaic Holdings, Inc. | 0.00% | Add +76.8% | 2,247 | $41K |
| UBS Group AG | 0.00% | Reduce -84.7% | 2,246 | $41K |
| Crewe Advisors LLC | 0.00% | Reduce -9.8% | 1,179 | $21K |
| Pin Oak Investment Advisors Inc. | 0.01% | Add +565.2% | 765 | $15K |
| FSA Wealth Management LLC | 0.01% | Reduce -55.9% | 662 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 521 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -94.4% | 472 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | New | 382 | $5K |
| Westside Investment Management, Inc. | 0.00% | Reduce -82.8% | 86 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -89.1% | 49 | $1K |
| National Bank of Canada | 0.00% | No change | 33 | $600 |
| TCTC Holdings, LLC | 0.00% | No change | 8 | $145 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is SVOL's weight in each manager's 13F, not the share of Simplify Volatility Premium the manager owns.