Who owns Simplify Volatility Premium ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SVOL from SEC Form 13F filings across 71 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 71 institutions disclosed 3.6M shares of Simplify Volatility Premium ETF worth $57.1M — about 10.4% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
71
13F holders
$57.1M
value, 2026 filers
10.4%
of shares outstanding (3.6M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SVOL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 787,825 | $12.6M | 0.1% | 2.3% | +12.6% |
| 2 | Owen LaRue, LLC | 462,950 | $7.4M | 2.6% | 1.4% | +98.8% |
| 3 | Elevated Capital Advisors, LLC | 346,217 | $5.6M | 1.5% | 1% | +13.6% |
| 4 | Key Capital Management, INC | 185,930 | $3.0M | 1.5% | 0.5% | +9.0% |
| 5 | Visionary Wealth Advisors | 161,568 | $2.6M | 0.1% | 0.5% | -9.1% |
| 6 | One Capital Management, LLC | 129,710 | $2.0M | 0.1% | 0.4% | 0.0% |
| 7 | HOWARD BAILEY SECURITIES, LLC | 123,270 | $2.0M | 0.7% | 0.4% | +1.3% |
| 8 | Park Edge Advisors, LLC | 119,051 | $1.9M | 0.4% | 0.3% | +21.9% |
| 9 | B.O.S.S. Retirement Advisors, LLC | 108,800 | $1.7M | 0.5% | 0.3% | +8.5% |
| 10 | FSA Advisors, Inc. | 98,518 | $1.6M | 0.7% | 0.3% | +14.5% |
| 11 | CAPTRUST FINANCIAL ADVISORS | 72,633 | $1.2M | 0.0% | 0.2% | -10.9% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 67,846 | $1.1M | 0.0% | 0.2% | -44.9% |
| 13 | Authentikos Wealth Advisory, LLC | 58,082 | $931,640 | 0.6% | 0.2% | -3.8% |
| 14 | Blackston Financial Advisory Group, LLC | 56,716 | $909,727 | 0.5% | 0.2% | +7.1% |
| 15 | Tactive Advisors, LLC | 52,106 | $835,785 | 0.2% | 0.2% | -9.9% |
| 16 | Beacon Capital Management, LLC | 51,910 | $832,639 | 0.1% | 0.2% | -26.6% |
| 17 | Cambridge Advisors Inc. | 51,609 | $827,806 | 0.1% | 0.2% | +4.3% |
| 18 | Mosley Wealth Management | 46,173 | $740,609 | 0.2% | 0.1% | +347.2% |
| 19 | Legacy Wealth Managment, LLC/ID | 44,796 | $718,525 | 0.3% | 0.1% | -55.2% |
| 20 | Discipline Wealth Solutions, LLC | 43,617 | $699,621 | 0.1% | 0.1% | +24.5% |
| 21 | Networth Advisors, LLC | 40,955 | $656,924 | 0.4% | 0.1% | +13.4% |
| 22 | Sigma Planning Corp | 40,351 | $647,232 | 0.0% | 0.1% | +3.8% |
| 23 | MML INVESTORS SERVICES, LLC | 39,781 | $638,080 | 0.0% | 0.1% | +22.4% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 38,824 | $622,734 | 0.0% | 0.1% | +17.2% |
| 25 | Maridea Wealth Management LLC | 34,004 | $545,423 | 0.1% | 0.1% | +32.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.