Simplify Volatility PremiumSVOLETF
13F holders, Q1 2026 (March 31)79holders
15new positions
14sold out
$15.35avg. 13F price*
At the end of Q1 2026, 79 institutions reported holding Simplify Volatility Premium (SVOL) in their 13F filings, unchanged from Q4 2025. 15 opened new positions and 14 sold out. The largest holders were AE Wealth Management LLC ($10.7M), Elevated Capital Advisors, LLC ($4.7M) and Cavalier Investments, LLC ($4.0M).
- Company
- Simplify Volatility Premium
- CUSIP
- 82889N863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.9M |
| Exits | 14 | $4.5M |
All 13F filers, Q4 2025 → Q1 2026: 559,678 shares bought and 942,183 shares sold, net −382,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| AE Wealth Management LLC | 0.06% | Reduce -8.4% | 699,923 | $10.7M |
| Elevated Capital Advisors, LLC | 1.18% | Reduce -26.3% | 304,641 | $4.7M |
| Cavalier Investments, LLC | 1.03% | New | 260,455 | $4.0M |
| Owen LaRue, LLC | 1.37% | Reduce -30.2% | 232,818 | $3.6M |
| Visionary Wealth Advisors | 0.12% | Reduce -5.3% | 177,664 | $2.7M |
| Key Capital Management, INC | 1.73% | Add +15.6% | 170,500 | $2.6M |
| One Capital Management, LLC | 0.05% | Add +19.8% | 129,710 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.5% | 123,047 | $1.9M |
| Howard Bailey Securities, LLC | 0.77% | Add +12.5% | 121,647 | $1.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.47% | Add +6.5% | 100,242 | $1.5M |
| Legacy Wealth Managment, LLC | 0.76% | Reduce -2.1% | 99,905 | $1.5M |
| Park Edge Advisors, LLC | 0.35% | Add +2.6% | 97,673 | $1.5M |
| FSA Advisors, Inc. | 0.87% | Reduce -0.7% | 86,050 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +13.0% | 81,532 | $1.3M |
| Beacon Capital Management, LLC | 0.19% | Reduce -37.7% | 70,742 | $1.1M |
| Authentikos Wealth Advisory, LLC | 0.63% | Reduce -7.1% | 60,400 | $927K |
| Tactive Advisors, LLC | 0.25% | Reduce -4.5% | 57,857 | $888K |
| Blackston Financial Advisory Group, LLC | 0.51% | Add +15.1% | 52,947 | $812K |
| Claris Financial LLC | 0.44% | Add +8.5% | 52,626 | $807K |
| Cambridge Advisors Inc. | 0.15% | Add +3.4% | 49,492 | $759K |
| Jane Street Group, LLC | 0.00% | New | 43,642 | $669K |
| Sigma Planning Corp | 0.02% | Add +3.8% | 38,875 | $596K |
| Networth Advisors, LLC | 0.39% | Add +20.6% | 36,115 | $554K |
| Discipline Wealth Solutions, LLC | 0.06% | Reduce -36.0% | 35,025 | $537K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 33,132 | $508K |
| LPL Financial LLC | 0.00% | Reduce -40.9% | 33,100 | $508K |
| MML Investors Services, LLC | 0.00% | Add +11.3% | 32,507 | $499K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 31,065 | $477K |
| Mather Group, Llc. | 0.00% | New | 30,042 | $461K |
| Maridea Wealth Management LLC | 0.06% | New | 25,587 | $393K |
| Stirlingshire Investments, Inc. | 0.30% | Reduce -35.4% | 22,177 | $340K |
| Summit Financial, LLC | 0.00% | Reduce -26.1% | 21,676 | $333K |
| IMC-Chicago, LLC | 0.00% | New | 21,195 | $325K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +18.3% | 18,511 | $284K |
| RFG Advisory, LLC | 0.01% | No change | 18,223 | $280K |
| Koshinski Asset Management, Inc. | 0.01% | Add +21.8% | 14,328 | $220K |
| Fiduciary Alliance LLC | 0.01% | Reduce -21.3% | 13,577 | $217K |
| Simplex Trading, LLC | 0.01% | New | 12,774 | $196K |
| Mosley Wealth Management | 0.08% | Reduce -27.9% | 10,325 | $186K |
| Advisor OS, LLC | 0.01% | Add +2.4% | 12,046 | $185K |
| Decker Retirement Planning Inc. | 0.08% | Reduce -4.6% | 11,565 | $177K |
| Ignite Planners, LLC | 0.03% | Add +7.7% | 11,291 | $173K |
| Susquehanna International Group, LLP | 0.00% | New | 11,013 | $169K |
| Zazove Associates LLC | 0.30% | New | 10,900 | $167K |
| Gaddis Premier Wealth Advisors LLC | 0.12% | New | 10,500 | $161K |
| J Hagan Capital, Inc. | 0.09% | Reduce -6.4% | 10,395 | $159K |
| Arkadios Wealth Advisors | 0.00% | New | 10,175 | $156K |
| Arax Advisory Partners | 0.00% | Add +2.4% | 10,158 | $156K |
| Old Mission Capital LLC | 0.00% | Reduce -69.5% | 10,150 | $156K |
| Allworth Financial LP | 0.00% | No change | 10,000 | $153K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -12.3% | 8,112 | $124K |
| Belvedere Trading LLC | 0.02% | New | 7,703 | $118K |
| POM Investment Strategies, LLC | 0.14% | Reduce -96.4% | 7,428 | $114K |
| Luminist Capital LLC | 0.14% | Add +28.2% | 6,853 | $105K |
| Whipplewood Advisors, LLC | 0.05% | Add +3.0% | 5,699 | $87K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.9% | 5,566 | $85K |
| IFP Advisors, Inc | 0.00% | Add +15.7% | 4,231 | $65K |
| Strive Financial Group ,LLC | 0.03% | No change | 3,622 | $56K |
| Anfield Capital Management, LLC | 0.01% | No change | 2,654 | $41K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -85.1% | 2,618 | $40K |
| JPMorgan Chase & Co. | 0.00% | New | 2,551 | $39K |
| Sound Income Strategies, LLC | 0.00% | Add +9.2% | 1,596 | $25K |
| Clearstead Advisors, LLC | 0.00% | Add +16.2% | 1,470 | $23K |
| Wellington-Altus USA Inc. | 0.01% | New | 1,400 | $22K |
| Crewe Advisors LLC | 0.00% | No change | 1,193 | $18K |
| BlackRock, Inc. | 0.00% | No change | 1,188 | $18K |
| UBS Group AG | 0.00% | Add +60.2% | 969 | $15K |
| SHP Wealth Management | 0.00% | Reduce -52.4% | 763 | $12K |
| Smartleaf Asset Management LLC | 0.00% | New | 685 | $10K |
| Triumph Capital Management | 0.00% | No change | 520 | $8K |
| Stance Capital LLC | 0.00% | New | 519 | $8K |
| Root Financial Partners, LLC | 0.00% | No change | 257 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -82.0% | 247 | $4K |
| MRP Capital Investments, LLC | 0.00% | No change | 200 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 200 | $3K |
| Royal Bank of Canada | 0.00% | Add +132.7% | 114 | $2K |
| Cwm, LLC | 0.00% | Reduce -98.5% | 48 | $738 |
| Morgan Stanley | 0.00% | Add +50.0% | 3 | $52 |
| 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.