Simplify Volatility PremiumSVOLETF
13F holders, Q2 2025 (June 30)86holders −7
12new positions
19sold out
1famous investor
$18.29avg. 13F price*
At the end of Q2 2025, 86 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings, down 7 from Q1 2025. 12 opened new positions and 19 sold out. The largest holders were AE Wealth Management LLC ($32.6M), Beacon Capital Management, LLC ($21.6M) and POM Investment Strategies, LLC ($8.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.3M |
| Exits | 19 | $20.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,715,007 shares bought and 1,460,057 shares sold, net +254,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| AE Wealth Management LLC | 0.24% | Add +27.9% | 1,771,470 | $32.6M |
| Beacon Capital Management, LLC | 2.91% | Add +34.5% | 1,174,210 | $21.6M |
| POM Investment Strategies, LLC | 6.23% | Add +36.8% | 474,221 | $8.7M |
| Parkside Investments, LLC | 0.95% | Reduce -0.9% | 380,171 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 325,226 | $6.0M |
| Elevated Capital Advisors, LLC | 1.21% | No change | 236,968 | $4.3M |
| Howard Bailey Securities, LLC | 1.23% | Add +43.4% | 217,017 | $4.0M |
| Visionary Wealth Advisors | 0.18% | Add +14.2% | 189,097 | $3.5M |
| FSA Advisors, Inc. | 2.74% | Add +145.2% | 183,457 | $3.4M |
| Legacy Investment Solutions, LLC | 1.59% | — | 163,193 | $3.0M |
| Legacy Wealth Managment, LLC | 1.59% | Reduce -29.9% | 163,193 | $3.0M |
| Authentikos Wealth Advisory, LLC | 2.07% | Add +32.1% | 162,025 | $3.0M |
| Owen LaRue, LLC | 0.99% | Add +121.1% | 126,496 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 114,135 | $2.1M |
| Tactive Advisors, LLC | 0.59% | — | 98,902 | $1.8M |
| Drive Wealth Management, LLC | 0.38% | Add +19.1% | 94,109 | $1.7M |
| Arq Wealth Advisors, LLC | 0.57% | No change | 91,096 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 85,403 | $1.6M |
| Park Edge Advisors, LLC | 0.40% | Add +22.5% | 85,156 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.34% | Add +194.3% | 74,349 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +67.6% | 65,755 | $1.2M |
| J Hagan Capital, Inc. | 0.80% | Add +4.2% | 68,255 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +60.7% | 84,900 | $1.1M |
| Decker Retirement Planning Inc. | 0.59% | Add +199.6% | 55,253 | $1.0M |
| Old Mission Capital LLC | 0.03% | New | 53,370 | $981K |
| Blackston Financial Advisory Group, LLC | 0.61% | New | 52,909 | $973K |
| LPL Financial LLC | 0.00% | Reduce -18.8% | 49,278 | $906K |
| Cambridge Advisors Inc. | 0.19% | Reduce -3.8% | 48,288 | $888K |
| Fiduciary Alliance LLC | 0.06% | Reduce -9.6% | 44,416 | $817K |
| Claris Financial LLC | 0.61% | New | 43,963 | $808K |
| Andina Capital Management, LLC | 0.55% | Reduce -46.9% | 42,536 | $782K |
| Group One Trading LLC | 0.03% | Add +21.3% | 41,730 | $767K |
| Napa Wealth Management | 0.34% | Add +2.5% | 38,807 | $714K |
| Clarity Capital Partners LLC | 0.25% | Add +15.9% | 38,681 | $711K |
| Sigma Planning Corp | 0.02% | Add +13.8% | 33,858 | $623K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +1.6% | 33,183 | $610K |
| Greenberg Financial Group | 0.23% | Reduce -18.3% | 37,884 | $608K |
| Collaborative Wealth Managment Inc. | 0.26% | Add +11.5% | 32,746 | $602K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 31,065 | $571K |
| Guerra Advisors Inc | 0.26% | New | 29,485 | $542K |
| Compass Capital Corp. /Ma/ | 0.22% | Reduce -41.6% | 26,910 | $458K |
| Bank of Montreal | 0.00% | Add +47.0% | 24,455 | $450K |
| Park Square Financial Group, LLC | 0.32% | Add +600.0% | 24,107 | $443K |
| Luminist Capital LLC | 0.42% | Reduce -0.4% | 23,291 | $425K |
| CAP Partners, LLC | 0.26% | Add +3.3% | 22,213 | $408K |
| RFG Advisory, LLC | 0.01% | Reduce -1.6% | 21,746 | $400K |
| JT Stratford LLC | 0.06% | Add +7.9% | 21,711 | $399K |
| Aspen Wealth Strategies, LLC | 0.23% | Reduce -45.2% | 20,606 | $379K |
| HighTower Advisors, LLC | 0.00% | Add +38.6% | 17,627 | $324K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.0% | 17,230 | $317K |
| Creative Planning | 0.00% | Add +2.7% | 17,121 | $315K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.5% | 17,075 | $314K |
| Aptus Capital Advisors, LLC | 0.00% | Add +14.8% | 16,870 | $310K |
| Transce3nd, LLC | 0.12% | Add +25.2% | 15,689 | $289K |
| Smith Anglin Financial, LLC | 0.03% | Reduce -52.3% | 15,238 | $280K |
| Straight Path Wealth Management | 0.09% | Reduce -0.3% | 15,100 | $278K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -19.4% | 13,100 | $241K |
| Citadel Advisors | 0.00% | Reduce -88.2% | 12,948 | $238K |
| HRT Financial LP | 0.00% | Reduce -29.7% | 12,745 | $234K |
| Vista Investment Management | 0.09% | Add +2.5% | 12,611 | $232K |
| CoreCap Advisors, LLC | 0.01% | Add +9.4% | 11,132 | $205K |
| Tounjian Advisory Partners, LLC | 0.04% | Reduce -24.8% | 10,900 | $198K |
| Allworth Financial LP | 0.00% | New | 10,000 | $184K |
| Arax Advisory Partners | 0.01% | Add +5.1% | 9,304 | $171K |
| Morgan Stanley | 0.00% | Add +51.6% | 7,590 | $140K |
| Belvedere Trading LLC | 0.01% | New | 6,427 | $118K |
| Whipplewood Advisors, LLC | 0.05% | Add +24705.0% | 4,961 | $91K |
| IFP Advisors, Inc | 0.00% | Reduce -0.5% | 4,659 | $86K |
| Cwm, LLC | 0.00% | Add +3.0% | 2,964 | $55K |
| Anfield Capital Management, LLC | 0.02% | No change | 2,654 | $49K |
| BlackRock, Inc. | 0.00% | Reduce -79.2% | 2,377 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -91.3% | 2,244 | $41K |
| Crewe Advisors LLC | 0.00% | Add +0.6% | 1,186 | $22K |
| UBS Group AG | 0.00% | Reduce -65.8% | 767 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | Add +7.2% | 820 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 521 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 453 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 382 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -83.8% | 364 | $7K |
| Raymond James Financial Inc. | 0.00% | New | 313 | $6K |
| Parallel Advisors, LLC | 0.00% | New | 163 | $3K |
| Scarborough Advisors, LLC | 0.00% | New | 150 | $3K |
| Royal Bank of Canada | 0.00% | No change | 49 | $1K |
| National Bank of Canada | 0.00% | No change | 33 | $603 |
| TCTC Holdings, LLC | 0.00% | No change | 8 | $147 |
| 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.