SVOL Institutional Ownership & Shareholders
SIMPLIFY VOLATILITY PREMIUM (SVOL) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Owen Larue, Llc is currently the largest disclosed institutional shareholder of SVOL tracked by InsiderSet, reporting ownership valued at approximately $7.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.43M, representing an estimated gain of +0.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed SVOL value among the investors covered in this analysis. Major shareholders include Owen Larue, Llc, Elevated Capital Advisors, Llc, Key Capital Management, Inc, and several other long-term asset managers with concentrated positions in SIMPLIFY VOLATILITY PREMIUM (SVOL).
This page ranks the largest institutional SVOL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$45.30M
Largest Holder
Owen Larue, Llc
Largest Position
$7.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Owen Larue, Llc | 2.59% | 462,950 | $7,425,717 | $7,434,977 | +$9,260 | +0.12% | |
| Elevated Capital Advisors, Llc | 1.53% | 346,217 | $5,553,319 | $5,560,245 | +$6,926 | +0.12% | |
| Key Capital Management, Inc | 1.54% | 185,930 | $2,982,317 | $2,986,036 | +$3,719 | +0.12% | |
| Visionary Wealth Advisors | 0.10% | 161,568 | $2,591,546 | $2,594,782 | +$3,236 | +0.12% | |
| Park Edge Advisors, Llc | 0.50% | 142,489 | $2,332,545 | $2,288,373 | -$44,172 | -1.89% | |
| One Capital Management, Llc | 0.06% | 129,710 | $1,989,762 | $2,083,143 | +$93,381 | +4.69% | |
| Howard Bailey Securities, Llc | 0.74% | 116,802 | $1,912,045 | $1,875,840 | -$36,205 | -1.89% | |
| B.O.S.S. Retirement Advisors, Llc | 0.49% | 103,710 | $1,697,740 | $1,665,583 | -$32,157 | -1.89% | |
| Fsa Advisors, Inc. | 0.72% | 98,518 | $1,580,228 | $1,582,199 | +$1,971 | +0.12% | |
| Mosley Wealth Management | 0.38% | 77,642 | $1,297,398 | $1,246,931 | -$50,467 | -3.89% | |
| Captrust Financial Advisors | 0.00% | 72,633 | $1,165,033 | $1,166,486 | +$1,453 | +0.12% | |
| Authentikos Wealth Advisory, Llc | 0.59% | 58,082 | $931,640 | $932,797 | +$1,157 | +0.12% | |
| Blackston Financial Advisory Group, Llc | 0.51% | 56,716 | $909,727 | $910,859 | +$1,132 | +0.12% | |
| Cambridge Advisors Inc. | 0.15% | 52,564 | $860,466 | $844,178 | -$16,288 | -1.89% | |
| Claris Financial Llc | 0.44% | 52,626 | $807,283 | $845,174 | +$37,891 | +4.69% | |
| Discipline Wealth Solutions, Llc | 0.07% | 47,918 | $784,422 | $769,563 | -$14,859 | -1.89% | |
| Legacy Wealth Managment, Llc/Id | 0.30% | 44,796 | $718,525 | $719,424 | +$899 | +0.13% | |
| Sigma Planning Corp | 0.02% | 41,607 | $681,109 | $668,208 | -$12,901 | -1.89% | |
| Networth Advisors, Llc | 0.38% | 40,955 | $656,924 | $657,737 | +$813 | +0.12% | |
| Mml Investors Services, Llc | 0.00% | 39,781 | $638,080 | $638,883 | +$803 | +0.13% | |
| Envestnet Asset Management Inc | 0.00% | 38,824 | $622,734 | $623,513 | +$779 | +0.13% | |
| Tactive Advisors, Llc | 0.14% | 36,506 | $597,600 | $586,286 | -$11,314 | -1.89% | |
| Maridea Wealth Management Llc | 0.06% | 34,004 | $545,423 | $546,104 | +$681 | +0.12% | |
| Beacon Capital Management, Llc | 0.07% | 31,568 | $516,776 | $506,982 | -$9,794 | -1.90% | |
| Ignite Planners, Llc | 0.07% | 30,814 | $504,424 | $494,873 | -$9,551 | -1.89% | |
| Lpl Financial Llc | 0.00% | 29,727 | $476,821 | $477,416 | +$595 | +0.12% | |
| Susquehanna International Group, Llp | 0.00% | 22,071 | $354,019 | $354,460 | +$441 | +0.12% | |
| Mather Group, Llc. | 0.00% | 20,731 | $339,366 | $332,940 | -$6,426 | -1.89% | |
| Greenberg Financial Group | 0.12% | 19,971 | $326,925 | $320,734 | -$6,191 | -1.89% | |
| Lloyd Advisory Services, Llc. | 0.12% | 19,649 | $321,649 | $315,563 | -$6,086 | -1.89% | |
| Wealthcare Advisory Partners Llc | 0.01% | 18,522 | $303,205 | $297,463 | -$5,742 | -1.89% | |
| Silver Oak Securities, Incorporated | 0.02% | 17,981 | $288,412 | $288,775 | +$363 | +0.13% | |
| Old Mission Capital Llc | 0.01% | 17,003 | $272,728 | $273,068 | +$340 | +0.12% | |
| Citadel Advisors Llc | 0.00% | 13,745 | $220,470 | $220,745 | +$275 | +0.12% | |
| Fiduciary Alliance Llc | 0.01% | 11,991 | $196,300 | $192,575 | -$3,725 | -1.90% | |
| Decker Retirement Planning Inc. | 0.06% | 10,902 | $178,462 | $175,086 | -$3,376 | -1.89% | |
| Zazove Associates Llc | 0.01% | 10,900 | $174,836 | $175,054 | +$218 | +0.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,611 | $173,700 | $170,413 | -$3,287 | -1.89% | |
| Arkadios Wealth Advisors | 0.00% | 10,721 | $171,957 | $172,179 | +$222 | +0.13% | |
| Stirlingshire Investments, Inc. | 0.12% | 10,150 | $162,813 | $163,009 | +$196 | +0.12% | |
| Allworth Financial Lp | 0.00% | 10,000 | $160,400 | $160,600 | +$200 | +0.12% | |
| Arax Advisory Partners | 0.00% | 9,524 | $152,768 | $152,955 | +$187 | +0.12% | |
| Luminist Capital Llc | 0.17% | 9,415 | $149,275 | $151,205 | +$1,930 | +1.29% | |
| Tounjian Advisory Partners, Llc | 0.04% | 6,230 | $99,926 | $100,054 | +$128 | +0.13% | |
| Aptus Capital Advisors, Llc | 0.00% | 4,702 | $75,420 | $75,514 | +$94 | +0.12% | |
| Strive Financial Group ,Llc | 0.03% | 4,547 | $72,934 | $73,025 | +$91 | +0.12% | |
| Jpmorgan Chase & Co | 0.00% | 3,293 | $52,457 | $52,886 | +$429 | +0.82% | |
| Corecap Advisors, Llc | 0.00% | 2,538 | $41,560 | $40,760 | -$800 | -1.92% | |
| Anfield Capital Management, Llc | 0.01% | 2,654 | $40,712 | $42,623 | +$1,911 | +4.69% | |
| Huntington National Bank | 0.00% | 2,000 | $32,080 | $32,120 | +$40 | +0.12% |
Frequently asked questions about SVOL
Who are the largest institutional holders of SVOL?
The largest institutional holders of SVOL reported in the latest SEC Form 13F filings include Owen Larue, Llc, Elevated Capital Advisors, Llc, Key Capital Management, Inc, Visionary Wealth Advisors, and Park Edge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SVOL position.
What is SVOL institutional ownership?
This page tracks SVOL positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY VOLATILITY PREMIUM (SVOL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SVOL?
InsiderSet currently tracks 67 institutional managers reporting SVOL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SVOL shareholders.
How much SVOL stock do institutions own?
Institutional investment managers disclosed approximately $45.30M in SVOL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SVOL institutional ownership last updated?
The latest SVOL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SVOL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SVOL position after the reporting date.
Are institutions buying or selling SVOL?
Institutional buying and selling can be analyzed by comparing SVOL positions across consecutive 13F reporting periods. InsiderSet's SVOL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SVOL ownership changes.
How has SVOL institutional ownership changed over time?
InsiderSet tracks SVOL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.