Simplify Volatility PremiumSVOLETF
13F holders, Q4 2025 (December 31)79holders +5
14new positions
14sold out
$17.56avg. 13F price*
At the end of Q4 2025, 79 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings, up 5 from Q3 2025. 14 opened new positions and 14 sold out. The largest holders were AE Wealth Management LLC ($13.4M), Elevated Capital Advisors, LLC ($7.3M) and Owen LaRue, LLC ($5.9M).
- Company
- Simplify Volatility Premium
- CUSIP
- 82889N863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.9M |
| Exits | 14 | $5.5M |
All 13F filers, Q3 2025 → Q4 2025: 489,453 shares bought and 1,422,583 shares sold, net −933,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| AE Wealth Management LLC | 0.08% | Reduce -20.8% | 764,407 | $13.4M |
| Elevated Capital Advisors, LLC | 1.69% | Add +19.7% | 413,589 | $7.3M |
| Owen LaRue, LLC | 2.23% | Add +94.6% | 333,339 | $5.9M |
| POM Investment Strategies, LLC | 1.85% | Reduce -34.8% | 205,239 | $3.6M |
| Visionary Wealth Advisors | 0.15% | Reduce -6.8% | 187,674 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 158,792 | $2.8M |
| Key Capital Management, INC | 2.57% | — | 147,552 | $2.6M |
| Beacon Capital Management, LLC | 0.31% | Reduce -81.2% | 113,534 | $2.0M |
| One Capital Management, LLC | 0.06% | Reduce -1.1% | 108,269 | $1.9M |
| Howard Bailey Securities, LLC | 0.75% | Reduce -19.9% | 108,091 | $1.9M |
| Legacy Wealth Managment, LLC | 0.86% | Reduce -5.4% | 102,049 | $1.8M |
| Park Edge Advisors, LLC | 0.38% | Add +6.0% | 95,179 | $1.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.52% | Add +75.5% | 94,136 | $1.7M |
| FSA Advisors, Inc. | 1.06% | New | 86,628 | $1.5M |
| Ieq Capital, LLC | 0.00% | Add +0.3% | 73,342 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -8.5% | 72,135 | $1.3M |
| Authentikos Wealth Advisory, LLC | 0.76% | Reduce -27.8% | 65,040 | $1.1M |
| Tactive Advisors, LLC | 0.31% | Reduce -47.3% | 60,585 | $1.1M |
| Greenberg Financial Group | 0.41% | — | 56,080 | $985K |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 55,976 | $983K |
| Discipline Wealth Solutions, LLC | 0.18% | Add +20.3% | 54,700 | $961K |
| Claris Financial LLC | 0.45% | Add +7.1% | 48,489 | $851K |
| Cambridge Advisors Inc. | 0.16% | Add +0.8% | 47,854 | $840K |
| Blackston Financial Advisory Group, LLC | 0.49% | Add +13.8% | 46,019 | $808K |
| Andina Capital Management, LLC | 0.48% | Reduce -16.1% | 45,676 | $802K |
| Sigma Planning Corp | 0.02% | Add +5.2% | 37,456 | $658K |
| Stirlingshire Investments, Inc. | 0.53% | — | 34,319 | $603K |
| Old Mission Capital LLC | 0.02% | Reduce -14.0% | 33,300 | $585K |
| Bank of Montreal | 0.00% | Add +8.5% | 32,215 | $566K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 31,888 | $560K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 31,065 | $546K |
| Networth Advisors, LLC | 0.39% | — | 29,941 | $526K |
| Summit Financial, LLC | 0.01% | Reduce -20.5% | 29,334 | $515K |
| MML Investors Services, LLC | 0.00% | Reduce -1.7% | 29,217 | $513K |
| Guild Investment Management, Inc. | 0.25% | New | 19,187 | $337K |
| RFG Advisory, LLC | 0.01% | No change | 18,223 | $320K |
| Farther Finance Advisors, LLC | 0.00% | Add +418.4% | 17,620 | $309K |
| Fiduciary Alliance LLC | 0.02% | Reduce -49.6% | 17,259 | $303K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -49.8% | 16,567 | $291K |
| Compass Capital Corp. /Ma/ | 0.11% | Add +0.7% | 16,424 | $285K |
| Fiscal Wisdom Wealth Management, LLC | 0.26% | New | 15,715 | $276K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.5% | 15,652 | $275K |
| Mosley Wealth Management | 0.12% | — | 14,311 | $259K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -48.7% | 14,715 | $258K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 14,112 | $248K |
| Decker Retirement Planning Inc. | 0.11% | Reduce -58.6% | 12,125 | $213K |
| Advisor OS, LLC | 0.02% | Add +16.9% | 11,766 | $207K |
| Koshinski Asset Management, Inc. | 0.01% | Add +16.9% | 11,766 | $207K |
| J Hagan Capital, Inc. | 0.11% | Reduce -86.4% | 11,105 | $195K |
| Ignite Planners, LLC | 0.03% | New | 10,487 | $183K |
| Allworth Financial LP | 0.00% | No change | 10,000 | $176K |
| Arax Advisory Partners | 0.01% | New | 9,917 | $174K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,247 | $162K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.7% | 5,672 | $100K |
| Whipplewood Advisors, LLC | 0.06% | Add +6.4% | 5,534 | $97K |
| Luminist Capital LLC | 0.12% | Reduce -74.4% | 5,344 | $94K |
| IFP Advisors, Inc | 0.00% | Reduce -22.8% | 3,656 | $64K |
| Strive Financial Group ,LLC | 0.03% | — | 3,622 | $64K |
| Financial Perspectives, Inc | 0.02% | New | 3,365 | $59K |
| Cwm, LLC | 0.00% | Add +2.6% | 3,116 | $55K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,125 | $55K |
| Anfield Capital Management, LLC | 0.01% | No change | 2,654 | $47K |
| SHP Wealth Management | 0.00% | — | 1,603 | $28K |
| Sound Income Strategies, LLC | 0.00% | Add +45.7% | 1,461 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.6% | 1,372 | $24K |
| Clearstead Advisors, LLC | 0.00% | New | 1,265 | $22K |
| Crewe Advisors LLC | 0.00% | No change | 1,193 | $21K |
| BlackRock, Inc. | 0.00% | No change | 1,188 | $21K |
| US Bancorp \de | 0.00% | New | 900 | $16K |
| Tucker Asset Management LLC | 0.00% | New | 716 | $13K |
| UBS Group AG | 0.00% | New | 605 | $11K |
| Triumph Capital Management | 0.00% | New | 520 | $9K |
| Root Financial Partners, LLC | 0.00% | Reduce -90.7% | 257 | $5K |
| MRP Capital Investments, LLC | 0.00% | New | 200 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 200 | $4K |
| Royal Bank of Canada | 0.00% | No change | 49 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 8 | $140 |
| Morgan Stanley | 0.00% | Reduce -99.7% | 2 | $42 |
| 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.