SVOL · Simplify Volatility Premium ETF ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Quarterly Activity
Top Buyers
vs Mar 31, 2026Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −29,455 | 68,545 |
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large AE Wealth Management LLC | 699,923 | $10,736,816 | |
| Small Elevated Capital Advisors, LLC | 304,641 | $4,673,192 | |
| Mid Cavalier Investments, LLC | 260,455 | $3,995,379 | |
| Small Owen LaRue, LLC | 232,818 | $3,571,428 | |
| Mega JANE STREET GROUP, LLC | 202,742 | $3,110,062 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SVOL | $479,596 | 43.62% | 29,900 | — |
-24,800
-45.3%
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Call | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITADEL ADVISORS LLC SVOL | $399,396 | 36.33% | 24,900 | — |
-18,400
-42.5%
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Put | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITADEL ADVISORS LLC SVOL | $220,469 | 20.05% | 13,745 | — | New | Shares | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large AE Wealth Management LLC SVOL | $10,736,816 | 976.55% | 699,923 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Elevated Capital Advisors, LLC SVOL | $4,673,192 | 425.04% | 304,641 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||
| Mid Cavalier Investments, LLC SVOL | $3,995,379 | 363.39% | 260,455 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Small Owen LaRue, LLC SVOL | $3,571,428 | 324.83% | 232,818 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||
| Mid Visionary Wealth Advisors SVOL | $2,725,365 | 247.88% | 177,664 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
| Micro Key Capital Management, INC SVOL | $2,615,470 | 237.89% | 170,500 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||
| Mid One Capital Management, LLC SVOL | $1,989,751 | 180.98% | 129,710 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC SVOL | $1,887,540 | 171.68% | 123,047 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||
| Micro HOWARD BAILEY SECURITIES, LLC Broker-Dealer SVOL | $1,866,064 | 169.73% | 121,647 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||
| Micro B.O.S.S. Retirement Advisors, LLC Pension SVOL | $1,537,712 | 139.86% | 100,242 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||
| Micro Legacy Wealth Managment, LLC/ID SVOL | $1,532,542 | 139.39% | 99,905 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||
| Small Park Edge Advisors, LLC SVOL | $1,498,303 | 136.28% | 97,673 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC SVOL | $1,486,446 | 135.20% | 96,900 | — | Sold Out | Call | 2026-05-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro FSA Advisors, Inc. SVOL | $1,320,007 | 120.06% | 86,050 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||
| Large CAPTRUST FINANCIAL ADVISORS SVOL | $1,250,700 | 113.76% | 81,532 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Small Beacon Capital Management, LLC SVOL | $1,085,182 | 98.70% | 70,742 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC SVOL | $954,148 | 86.78% | 62,200 | — | Sold Out | Put | 2026-05-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Authentikos Wealth Advisory, LLC SVOL | $926,536 | 84.27% | 60,400 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||
| Small Tactive Advisors, LLC SVOL | $887,526 | 80.72% | 57,857 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||
| Micro Blackston Financial Advisory Group, LLC SVOL | $812,206 | 73.87% | 52,947 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||
| Small Claris Financial LLC SVOL | $807,282 | 73.43% | 52,626 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||
| Small Cambridge Advisors Inc. SVOL | $759,207 | 69.05% | 49,492 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC SVOL | $669,468 | 60.89% | 43,642 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Sigma Planning Corp SVOL | $596,342 | 54.24% | 38,875 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||
| Micro Networth Advisors, LLC SVOL | $554,004 | 50.39% | 36,115 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||
| Micro Discipline Wealth Solutions, LLC SVOL | $537,283 | 48.87% | 35,025 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC SVOL | $508,244 | 46.23% | 33,132 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||
| Mega LPL Financial LLC SVOL | $507,754 | 46.18% | 33,100 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||
| Large MML INVESTORS SERVICES, LLC SVOL | $498,657 | 45.35% | 32,507 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||
| Small Avidian Wealth Enterprises, LLC SVOL | $476,537 | 43.34% | 31,065 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||
| Mid MATHER GROUP, LLC. SVOL | $460,844 | 41.92% | 30,042 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||
| Small Maridea Wealth Management LLC SVOL | $392,504 | 35.70% | 25,587 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||
| Micro Stirlingshire Investments, Inc. SVOL | $340,195 | 30.94% | 22,177 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||
| Mid Summit Financial, LLC SVOL | $332,509 | 30.24% | 21,676 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Mid IMC-Chicago, LLC SVOL | $325,131 | 29.57% | 21,195 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||
| Mid Wealthcare Advisory Partners LLC SVOL | $283,958 | 25.83% | 18,511 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||
| Mid RFG Advisory, LLC SVOL | $279,540 | 25.43% | 18,223 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||
| Small Koshinski Asset Management, Inc. SVOL | $219,791 | 19.99% | 14,328 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||
| Small Fiduciary Alliance LLC SVOL | $208,271 | 18.94% | 13,577 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||
| Large Belvedere Trading LLC SVOL | $200,954 | 18.28% | 13,100 | — | Sold Out | Put | 2026-05-12 | ||||||||||||||||||||||||||
| Mid SIMPLEX TRADING, LLC SVOL | $195,953 | 17.82% | 12,774 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||
| Small Advisor OS, LLC SVOL | $184,785 | 16.81% | 12,046 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Decker Retirement Planning Inc. Pension SVOL | $177,407 | 16.14% | 11,565 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||
| Small Ignite Planners, LLC SVOL | $173,203 | 15.75% | 11,291 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP SVOL | $168,939 | 15.37% | 11,013 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Gaddis Premier Wealth Advisors LLC SVOL | $161,070 | 14.65% | 10,500 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||
| Small J HAGAN CAPITAL, INC. SVOL | $159,459 | 14.50% | 10,395 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
| Micro Mosley Wealth Management SVOL | $158,385 | 14.41% | 10,325 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||
| Mid Arkadios Wealth Advisors SVOL | $156,084 | 14.20% | 10,175 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||
| Mid Arax Advisory Partners SVOL | $155,823 | 14.17% | 10,158 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
| Mid OLD MISSION CAPITAL LLC SVOL | $155,701 | 14.16% | 10,150 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Mid Allworth Financial LP SVOL | $153,400 | 13.95% | 10,000 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Mid Aptus Capital Advisors, LLC SVOL | $124,438 | 11.32% | 8,112 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
| Large Belvedere Trading LLC SVOL | $118,164 | 10.75% | 7,703 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||
| Micro POM Investment Strategies, LLC SVOL | $113,945 | 10.36% | 7,428 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
| Micro Luminist Capital LLC SVOL | $105,124 | 9.56% | 6,853 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||
| Micro Whipplewood Advisors, LLC SVOL | $87,422 | 7.95% | 5,699 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||
| Mid CoreCap Advisors, LLC SVOL | $85,382 | 7.77% | 5,566 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||
| Mid IFP Advisors, Inc SVOL | $64,903 | 5.90% | 4,231 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||
| Small Strive Financial Group ,LLC SVOL | $55,561 | 5.05% | 3,622 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Small Anfield Capital Management, LLC SVOL | $40,712 | 3.70% | 2,654 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||
| Mid Farther Finance Advisors, LLC SVOL | $40,160 | 3.65% | 2,618 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||
| Mega JPMORGAN CHASE & CO SVOL | $39,132 | 3.56% | 2,551 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large HUNTINGTON NATIONAL BANK Bank SVOL | $30,680 | 2.79% | 2,000 | — | Sold Out | Principal | 2026-05-15 | ||||||||||||||||||||||||||
| Mid Sound Income Strategies, LLC SVOL | $24,482 | 2.23% | 1,596 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||
| Mid Clearstead Advisors, LLC SVOL | $22,549 | 2.05% | 1,470 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||
| Small Crewe Advisors LLC SVOL | $18,300 | 1.66% | 1,193 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||
| Mega BlackRock, Inc. SVOL | $18,223 | 1.66% | 1,188 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega UBS Group AG SVOL | $14,863 | 1.35% | 969 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small SHP Wealth Management SVOL | $11,704 | 1.06% | 763 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||
| Mid Smartleaf Asset Management LLC SVOL | $10,507 | 0.96% | 685 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Small Triumph Capital Management SVOL | $7,976 | 0.73% | 520 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
| Small STANCE CAPITAL LLC SVOL | $7,961 | 0.72% | 519 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||
| Small Root Financial Partners, LLC SVOL | $3,942 | 0.36% | 257 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||
| Large OSAIC HOLDINGS, INC. SVOL | $3,788 | 0.34% | 247 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small MRP Capital Investments, LLC SVOL | $3,068 | 0.28% | 200 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||
| Small DUNCKER STREETT & CO INC SVOL | $3,068 | 0.28% | 200 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank SVOL | $1,748 | 0.16% | 114 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large CWM, LLC SVOL | $736 | 0.07% | 48 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||
| Mega MORGAN STANLEY SVOL | $46 | 0.00% | 3 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Larson Financial Group LLC SVOL | $15 | 0.00% | 1 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| No holders match your search. | |||||||||||||||||||||||||||||||||