SIMPLIFY VOLATILITY PREMIUM (SVOL) Institutional Ownership Changes & 13F Activity
SIMPLIFY VOLATILITY PREMIUM (SVOL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pom Investment Strategies, Llc, Visionary Wealth Advisors, Commonwealth Equity Services, Llc, Beacon Capital Management, Llc, and Howard Bailey Securities, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Shp Wealth Management | Buy | +1,603 | — | 1,603 | $28.16K | Q4 2025 | Mar 04, 2026 |
| Claris Financial Llc | Buy | +3,232 | +7.1% | 48,489 | $851.47K | Q4 2025 | Feb 19, 2026 |
| Strive Financial Group ,Llc | Buy | +3,622 | — | 3,622 | $63.60K | Q4 2025 | Feb 18, 2026 |
| Pom Investment Strategies, Llc | Buy | +205,239 | — | 205,239 | $3.60M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +72,135 | — | 72,135 | $1.27M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +33,300 | — | 33,300 | $584.75K | Q4 2025 | Feb 17, 2026 |
| J Hagan Capital, Inc. | Buy | +11,105 | — | 11,105 | $195.01K | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, Llc | Buy | +5,534 | — | 5,534 | $97.18K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +1,372 | — | 1,372 | $24.09K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +49 | — | 49 | $1.00K | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | Buy | +187,674 | — | 187,674 | $3.30M | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, Llc | Buy | +113,534 | — | 113,534 | $1.99M | Q4 2025 | Feb 13, 2026 |
| Ieq Capital, Llc | Buy | +73,342 | — | 73,342 | $1.29M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +29,334 | — | 29,334 | $515.11K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +29,217 | — | 29,217 | $513.05K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +9,917 | — | 9,917 | $174.14K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +9,247 | — | 9,247 | $162.38K | Q4 2025 | Feb 13, 2026 |
| Luminist Capital Llc | Buy | +5,344 | — | 5,344 | $93.84K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +3,125 | — | 3,125 | $54.88K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +2 | — | 2 | $42.00 | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +158,792 | — | 158,792 | $2.79M | Q4 2025 | Feb 12, 2026 |
| Andina Capital Management, Llc | Buy | +45,676 | — | 45,676 | $802.07K | Q4 2025 | Feb 12, 2026 |
| Bank Of Montreal | Buy | +32,215 | — | 32,215 | $565.70K | Q4 2025 | Feb 12, 2026 |
| Compass Capital Corp | Buy | +16,424 | — | 16,424 | $285.29K | Q4 2025 | Feb 12, 2026 |
| Mosley Wealth Management | Buy | +14,311 | — | 14,311 | $259.31K | Q4 2025 | Feb 12, 2026 |
| Blackrock, Inc. | Buy | +1,188 | — | 1,188 | $20.87K | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | Buy | +520 | — | 520 | $9.13K | Q4 2025 | Feb 12, 2026 |
| Tctc Holdings, Llc | Buy | +8 | — | 8 | $140.00 | Q4 2025 | Feb 12, 2026 |
| Howard Bailey Securities, Llc | Buy | +108,091 | — | 108,091 | $1.90M | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +55,976 | — | 55,976 | $982.94K | Q4 2025 | Feb 11, 2026 |
Frequently asked questions about SVOL activity
Which institutional owners are buying SVOL?
Institutional owners buying SVOL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SVOL activity?
"Buy" means an investor increased their reported position in SVOL compared to the prior reporting period. This reflects growing exposure to SIMPLIFY VOLATILITY PREMIUM (SVOL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SVOL increasing?
Institutional interest in SVOL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.