Who Owns Simplify Volatility Premium ETF (SVOL)?Hedge Fund & Institutional Holders

$15.89-0.01 (-0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.262000585300036e+271T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$13.97$16.09$18.21$20.33$22.45Sep 24Jun 25Mar 26

SVOL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Owen LaRue, LLCNew Position+333K+$5.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+159K+$2.0B
HOWARD BAILEY SECURITIES, LLCNew Position+108K+$1.9B
B.O.S.S. Retirement Advisors, LLCNew Position+94K+$1.7B
FSA Advisors, Inc.New Position+87K+$1.5B
Authentikos Wealth Advisory, LLCNew Position+65K+$1.1B
Elevated Capital Advisors, LLCIncreased+68K+$1.0B
Discipline Wealth Solutions, LLCNew Position+55K+$960.0M
Claris Financial LLCNew Position+48K+$851.0M
Andina Capital Management, LLCNew Position+46K+$802.0M
Farther Finance Advisors, LLCIncreased+14K+$247.8M
Lloyd Advisory Services, LLC.New Position+14K+$247.0M
Decker Retirement Planning Inc.New Position+12K+$212.0M
Ignite Planners, LLCNew Position+10K+$182.0M
CoreCap Advisors, LLCNew Position+6K+$99.0M

SVOL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beacon Capital Management, LLCDecreased-491K-$8.9B
JANE STREET GROUP, LLCClosed Position-165K-$3.0B
J HAGAN CAPITAL, INC.Decreased-139K-$2.5B
POM Investment Strategies, LLCDecreased-110K-$2.1B
One Capital Management, LLCDecreased-1K-$2.0B
CAPTRUST FINANCIAL ADVISORSDecreased-7K-$1.4B
LPL Financial LLCDecreased-5K-$1.1B
Tactive Advisors, LLCDecreased-54K-$1.0B
NAPA WEALTH MANAGEMENTClosed Position-39K-$702.5M
Ausdal Financial Partners, Inc.Closed Position-33K-$586.4M
MML INVESTORS SERVICES, LLCDecreased-502-$534.9M
Soltis Investment Advisors LLCDecreased-14K-$516.0M
Luminist Capital LLCDecreased-16K-$378.7M
Visionary Wealth AdvisorsDecreased-14K-$331.4M
Creative PlanningClosed Position-17K-$311.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Elevated Capital Advisors, LLC413,589$7.3B1.69%Share
2Owen LaRue, LLC333,339$5.9B2.23%Share
3POM Investment Strategies, LLC205,239$3.6B1.85%Share
4Visionary Wealth Advisors187,674$3.3B0.15%Share
5COMMONWEALTH EQUITY SERVICES, LLC158,792$2.0B0.00%Share
6Beacon Capital Management, LLC113,534$2.0B0.31%Share
7HOWARD BAILEY SECURITIES, LLC108,091$1.9B0.75%Share
8Legacy Wealth Managment, LLC/ID101,474$1.8B0.85%Share
9Park Edge Advisors, LLC95,179$1.7B0.38%Share
10B.O.S.S. Retirement Advisors, LLC94,136$1.7B0.52%Share
11FSA Advisors, Inc.86,628$1.5B1.06%Share
12Authentikos Wealth Advisory, LLC65,040$1.1B0.76%Share
13Tactive Advisors, LLC60,585$1.1B0.31%Share
14CITADEL ADVISORS LLC60,300$1.0B0.00%Call
15Discipline Wealth Solutions, LLC54,700$960.0M0.18%Share
16Claris Financial LLC48,489$851.0M0.45%Share
17Cambridge Advisors Inc.47,854$840.0M0.16%Share
18Blackston Financial Advisory Group, LLC46,019$808.0M0.49%Share
19Andina Capital Management, LLC45,676$802.0M0.48%Share
20Sigma Planning Corp37,456$657.0M0.02%Share
21OLD MISSION CAPITAL LLC33,300$584.0M0.01%Share
22Farther Finance Advisors, LLC17,620$309.0M0.00%Share
23Collaborative Wealth Managment Inc.16,567$290.0M0.10%Share
24COMPASS CAPITAL CORP /MA/ /ADV16,424$285.0M0.11%Share
25Wealthcare Advisory Partners LLC15,652$274.0M0.01%Share
26Lloyd Advisory Services, LLC.14,112$247.0M0.10%Share
27Decker Retirement Planning Inc.12,125$212.0M0.11%Share
28Koshinski Asset Management, Inc.11,766$206.0M0.01%Share
29Advisor OS, LLC11,766$206.0M0.02%Share
30J HAGAN CAPITAL, INC.11,105$195.0M0.11%Share
31Ignite Planners, LLC10,487$182.0M0.03%Share
32CoreCap Advisors, LLC5,672$99.0M0.00%Share
33Whipplewood Advisors, LLC5,534$97.0M0.06%Share
34Financial Perspectives, Inc3,365$59.0M0.02%Share
35Anfield Capital Management, LLC2,654$46.0M0.01%Share
36Sound Income Strategies, LLC1,461$26.0M0.00%Share
37US BANCORP \DE\900$15.0M0.00%Share
38UBS Group AG605$10.0M0.00%Share
39Legacy Wealth Managment, LLC/ID575$10.0M0.00%Share
40Triumph Capital Management520$9.0M0.00%Share
41Root Financial Partners, LLC257$4.0M0.00%Share
42MRP Capital Investments, LLC200$3.0M0.00%Share
43Key Capital Management, INC147,552$2.6M2.57%Share
44One Capital Management, LLC108,269$1.9M0.06%Share
45IEQ CAPITAL, LLC73,342$1.0M0.00%Share
46JANE STREET GROUP, LLC67,900$1.0M0.00%Call
47CAPTRUST FINANCIAL ADVISORS72,135$1.0M0.00%Share
48GREENBERG FINANCIAL GROUP56,080$984K0.41%Share
49Stirlingshire Investments, Inc.34,319$602K0.53%Share
50Avidian Wealth Enterprises, LLC31,065$545K0.02%Share

SVOL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202579$43.0B+26
Q3 202553$52.7B-27
Q2 202580$121.6B-10
Q1 202590$109.6B+14
Q4 202476$4.8T+29
Q3 202447$9.7T+3
Q2 202444$5.6T+8
Q1 202436$6.1T—

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As of Q4 2025, 50 institutional investors hold SVOL (Simplify Volatility Premium ETF). The largest holder is Elevated Capital Advisors, LLC with $7.3B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SVOL?

As of Q4 2025, 50 institutional investors report holding SVOL (Simplify Volatility Premium ETF) in their 13F filings.

Who is the largest institutional holder of SVOL?

The largest institutional holder of SVOL is Elevated Capital Advisors, LLC with $7.3B in shares.

Is institutional ownership of SVOL increasing or decreasing?

This quarter, 13 institutions opened new positions in SVOL and 4 closed their positions.