SIMPLIFY VOLATILITY PREMIUM (SVOL) Institutional Shareholders
SIMPLIFY VOLATILITY PREMIUM (SVOL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $60.55M in SVOL holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of SVOL tracked by InsiderSet, reporting ownership valued at approximately $10.74M in its March 31, 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 $11.07M, representing an estimated gain of +3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed SVOL value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Owen Larue, Llc, Elevated Capital Advisors, Llc, 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
73
Total Reported Value
$60.55M
Largest Holder
Ae Wealth Management Llc
Largest Position
$10.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 0.06% | 699,923 | $10,736,816 | $11,065,783 | +$328,967 | +3.06% | |
| Owen Larue, Llc | 2.59% | 462,950 | $7,425,717 | $7,319,240 | -$106,478 | -1.43% | |
| Elevated Capital Advisors, Llc | 1.18% | 304,641 | $4,673,188 | $4,816,374 | +$143,186 | +3.06% | |
| Cavalier Investments, Llc | 1.03% | 260,455 | $3,995,380 | $4,117,794 | +$122,414 | +3.06% | |
| Key Capital Management, Inc | 1.54% | 185,930 | $2,982,317 | $2,939,553 | -$42,764 | -1.43% | |
| Visionary Wealth Advisors | 0.12% | 177,664 | $2,725,368 | $2,808,868 | +$83,500 | +3.06% | |
| One Capital Management, Llc | 0.05% | 129,710 | $1,989,762 | $2,050,715 | +$60,953 | +3.06% | |
| Park Edge Advisors, Llc | 0.41% | 119,051 | $1,909,578 | $1,882,196 | -$27,382 | -1.43% | |
| Howard Bailey Securities, Llc | 0.77% | 121,647 | $1,866,061 | $1,923,239 | +$57,178 | +3.06% | |
| B.O.S.S. Retirement Advisors, Llc | 0.47% | 108,800 | $1,745,157 | $1,720,128 | -$25,029 | -1.43% | |
| Legacy Wealth Managment, Llc/Id | 0.76% | 99,905 | $1,532,548 | $1,579,498 | +$46,950 | +3.06% | |
| Fsa Advisors, Inc. | 0.87% | 86,050 | $1,320,013 | $1,360,451 | +$40,438 | +3.06% | |
| Captrust Financial Advisors | 0.00% | 81,532 | $1,250,701 | $1,289,021 | +$38,320 | +3.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,846 | $1,088,250 | $1,072,645 | -$15,605 | -1.43% | |
| Authentikos Wealth Advisory, Llc | 0.63% | 60,400 | $926,531 | $954,924 | +$28,393 | +3.06% | |
| Tactive Advisors, Llc | 0.21% | 52,106 | $835,785 | $823,796 | -$11,989 | -1.43% | |
| Beacon Capital Management, Llc | 0.12% | 51,910 | $832,639 | $820,697 | -$11,942 | -1.43% | |
| Cambridge Advisors Inc. | 0.14% | 51,609 | $827,806 | $815,938 | -$11,868 | -1.43% | |
| Blackston Financial Advisory Group, Llc | 0.51% | 52,947 | $812,202 | $837,092 | +$24,890 | +3.06% | |
| Claris Financial Llc | 0.44% | 52,626 | $807,283 | $832,017 | +$24,734 | +3.06% | |
| Mosley Wealth Management | 0.24% | 46,173 | $740,609 | $729,995 | -$10,614 | -1.43% | |
| Discipline Wealth Solutions, Llc | 0.06% | 43,617 | $699,621 | $689,585 | -$10,036 | -1.43% | |
| Jane Street Group, Llc | 0.00% | 43,642 | $669,468 | $689,980 | +$20,512 | +3.06% | |
| Networth Advisors, Llc | 0.38% | 40,955 | $656,924 | $647,499 | -$9,425 | -1.43% | |
| Greenberg Financial Group | 0.23% | 37,884 | $607,659 | $598,946 | -$8,713 | -1.43% | |
| Sigma Planning Corp | 0.02% | 38,875 | $596,343 | $614,614 | +$18,271 | +3.06% | |
| Envestnet Asset Management Inc | 0.00% | 33,132 | $508,239 | $523,817 | +$15,578 | +3.07% | |
| Lpl Financial Llc | 0.00% | 33,100 | $507,754 | $523,311 | +$15,557 | +3.06% | |
| Mml Investors Services, Llc | 0.00% | 32,507 | $498,655 | $513,936 | +$15,281 | +3.06% | |
| Maridea Wealth Management Llc | 0.06% | 25,587 | $392,503 | $404,530 | +$12,027 | +3.06% | |
| Summit Financial, Llc | 0.00% | 21,676 | $332,510 | $342,698 | +$10,188 | +3.06% | |
| Mather Group, Llc. | 0.00% | 20,671 | $331,563 | $326,809 | -$4,754 | -1.43% | |
| Imc-Chicago, Llc | 0.00% | 21,195 | $325,131 | $335,093 | +$9,962 | +3.06% | |
| Wealthcare Advisory Partners Llc | 0.01% | 18,507 | $296,846 | $292,596 | -$4,250 | -1.43% | |
| Fiduciary Alliance Llc | 0.01% | 13,724 | $220,128 | $216,976 | -$3,152 | -1.43% | |
| Ignite Planners, Llc | 0.03% | 12,886 | $207,365 | $203,728 | -$3,637 | -1.75% | |
| Simplex Trading, Llc | 0.01% | 12,774 | $195,953 | $201,957 | +$6,004 | +3.06% | |
| Decker Retirement Planning Inc. | 0.07% | 11,961 | $191,858 | $189,103 | -$2,755 | -1.44% | |
| Advisor Os, Llc | 0.01% | 12,046 | $184,788 | $190,447 | +$5,659 | +3.06% | |
| Zazove Associates Llc | 0.01% | 10,900 | $174,836 | $172,329 | -$2,507 | -1.43% | |
| Susquehanna International Group, Llp | 0.00% | 11,013 | $168,939 | $174,116 | +$5,177 | +3.06% | |
| Stirlingshire Investments, Inc. | 0.12% | 10,150 | $162,813 | $160,472 | -$2,342 | -1.44% | |
| Gaddis Premier Wealth Advisors Llc | 0.12% | 10,500 | $161,070 | $166,005 | +$4,935 | +3.06% | |
| J Hagan Capital, Inc. | 0.09% | 10,395 | $159,458 | $164,345 | +$4,887 | +3.06% | |
| Arkadios Wealth Advisors | 0.00% | 10,175 | $156,079 | $160,867 | +$4,788 | +3.07% | |
| Arax Advisory Partners | 0.00% | 10,158 | $155,829 | $160,598 | +$4,769 | +3.06% | |
| Old Mission Capital Llc | 0.00% | 10,150 | $155,701 | $160,472 | +$4,771 | +3.06% | |
| Allworth Financial Lp | 0.00% | 10,000 | $153,400 | $158,100 | +$4,700 | +3.06% | |
| Aptus Capital Advisors, Llc | 0.00% | 8,112 | $124,438 | $128,251 | +$3,813 | +3.06% | |
| Luminist Capital Llc | 0.14% | 6,853 | $105,120 | $108,346 | +$3,226 | +3.07% |
Frequently asked questions about SVOL
Who owns the most SVOL stock?
The largest holders of SVOL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY VOLATILITY PREMIUM (SVOL).
Is SVOL widely held by superinvestors?
Many widely followed stocks like SVOL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SVOL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.