SIMPLIFY VOLATILITY PREMIUM (SVOL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $57.73M 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 $11.28M, representing an estimated gain of +5.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed SVOL value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Elevated Capital Advisors, Llc, Cavalier Investments, 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
79
Total Reported Value
$57.73M
Largest Holder
Ae Wealth Management Llc
Largest Position
$10.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
93
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 | $11,282,759 | +$545,943 | +5.08% | |
| Elevated Capital Advisors, Llc | 1.18% | 304,641 | $4,673,188 | $4,910,813 | +$237,625 | +5.08% | |
| Cavalier Investments, Llc | 1.03% | 260,455 | $3,995,380 | $4,198,535 | +$203,155 | +5.08% | |
| Owen Larue, Llc | 1.37% | 232,818 | $3,571,432 | $3,753,026 | +$181,594 | +5.08% | |
| Visionary Wealth Advisors | 0.12% | 177,664 | $2,725,368 | $2,863,944 | +$138,576 | +5.08% | |
| Key Capital Management, Inc | 1.73% | 170,500 | $2,615,470 | $2,748,460 | +$132,990 | +5.08% | |
| One Capital Management, Llc | 0.05% | 129,710 | $1,989,762 | $2,090,925 | +$101,163 | +5.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 123,047 | $1,887,550 | $1,983,518 | +$95,968 | +5.08% | |
| Howard Bailey Securities, Llc | 0.77% | 121,647 | $1,866,061 | $1,960,950 | +$94,889 | +5.08% | |
| B.O.S.S. Retirement Advisors, Llc | 0.47% | 100,242 | $1,537,713 | $1,615,901 | +$78,188 | +5.08% | |
| Legacy Wealth Managment, Llc/Id | 0.76% | 99,905 | $1,532,548 | $1,610,469 | +$77,921 | +5.08% | |
| Park Edge Advisors, Llc | 0.35% | 97,673 | $1,498,304 | $1,574,489 | +$76,185 | +5.08% | |
| Fsa Advisors, Inc. | 0.87% | 86,050 | $1,320,013 | $1,387,126 | +$67,113 | +5.08% | |
| Captrust Financial Advisors | 0.00% | 81,532 | $1,250,701 | $1,314,296 | +$63,595 | +5.08% | |
| Beacon Capital Management, Llc | 0.19% | 70,742 | $1,085,188 | $1,140,361 | +$55,173 | +5.08% | |
| Authentikos Wealth Advisory, Llc | 0.63% | 60,400 | $926,531 | $973,648 | +$47,117 | +5.09% | |
| Tactive Advisors, Llc | 0.25% | 57,857 | $887,533 | $932,655 | +$45,122 | +5.08% | |
| Blackston Financial Advisory Group, Llc | 0.51% | 52,947 | $812,202 | $853,506 | +$41,304 | +5.09% | |
| Claris Financial Llc | 0.44% | 52,626 | $807,283 | $848,331 | +$41,048 | +5.08% | |
| Cambridge Advisors Inc. | 0.15% | 49,492 | $759,204 | $797,811 | +$38,607 | +5.09% | |
| Greenberg Financial Group | 0.30% | 46,373 | $711,362 | $747,533 | +$36,171 | +5.08% | |
| Jane Street Group, Llc | 0.00% | 43,642 | $669,468 | $703,509 | +$34,041 | +5.08% | |
| Sigma Planning Corp | 0.02% | 38,875 | $596,343 | $626,665 | +$30,322 | +5.08% | |
| Networth Advisors, Llc | 0.39% | 36,115 | $554,004 | $582,174 | +$28,170 | +5.08% | |
| Discipline Wealth Solutions, Llc | 0.06% | 35,025 | $537,282 | $564,603 | +$27,321 | +5.09% | |
| Envestnet Asset Management Inc | 0.00% | 33,132 | $508,239 | $534,088 | +$25,849 | +5.09% | |
| Lpl Financial Llc | 0.00% | 33,100 | $507,754 | $533,572 | +$25,818 | +5.08% | |
| Mml Investors Services, Llc | 0.00% | 32,507 | $498,655 | $524,013 | +$25,358 | +5.09% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 31,065 | $476,537 | $500,768 | +$24,231 | +5.08% | |
| Mather Group, Llc. | 0.00% | 30,042 | $460,844 | $484,277 | +$23,433 | +5.08% | |
| Maridea Wealth Management Llc | 0.06% | 25,587 | $392,503 | $412,462 | +$19,959 | +5.09% | |
| Stirlingshire Investments, Inc. | 0.30% | 22,177 | $340,200 | $357,493 | +$17,293 | +5.08% | |
| Summit Financial, Llc | 0.00% | 21,676 | $332,510 | $349,417 | +$16,907 | +5.08% | |
| Imc-Chicago, Llc | 0.00% | 21,195 | $325,131 | $341,663 | +$16,532 | +5.08% | |
| Independent Financial Group, Llc | 0.00% | 13,182 | $288,686 | $212,494 | -$76,192 | -26.39% | |
| Wealthcare Advisory Partners Llc | 0.01% | 18,511 | $283,952 | $298,397 | +$14,445 | +5.09% | |
| Rfg Advisory, Llc | 0.01% | 18,223 | $279,541 | $293,755 | +$14,214 | +5.08% | |
| Koshinski Asset Management, Inc. | 0.01% | 14,328 | $219,793 | $230,967 | +$11,174 | +5.08% | |
| Fiduciary Alliance Llc | 0.01% | 13,577 | $217,097 | $218,861 | +$1,764 | +0.81% | |
| Simplex Trading, Llc | 0.01% | 12,774 | $195,953 | $205,917 | +$9,964 | +5.08% | |
| Mosley Wealth Management | 0.08% | 10,325 | $185,850 | $166,439 | -$19,411 | -10.44% | |
| Advisor Os, Llc | 0.01% | 12,046 | $184,788 | $194,182 | +$9,394 | +5.08% | |
| Decker Retirement Planning Inc. | 0.08% | 11,565 | $177,410 | $186,428 | +$9,018 | +5.08% | |
| Ignite Planners, Llc | 0.03% | 11,291 | $173,496 | $182,011 | +$8,515 | +4.91% | |
| Susquehanna International Group, Llp | 0.00% | 11,013 | $168,939 | $177,530 | +$8,591 | +5.09% | |
| Gaddis Premier Wealth Advisors Llc | 0.12% | 10,500 | $161,070 | $169,260 | +$8,190 | +5.08% | |
| J Hagan Capital, Inc. | 0.09% | 10,395 | $159,458 | $167,567 | +$8,109 | +5.09% | |
| Arkadios Wealth Advisors | 0.00% | 10,175 | $156,079 | $164,021 | +$7,942 | +5.09% | |
| Arax Advisory Partners | 0.00% | 10,158 | $155,829 | $163,747 | +$7,918 | +5.08% | |
| Old Mission Capital Llc | 0.00% | 10,150 | $155,701 | $163,618 | +$7,917 | +5.08% |
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.