Who owns Simplify Volatility Premium ETF?
Institutional ownership of SVOL from SEC Form 13F filings across 50 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.
50
13F holders
$35.6M
value, 2026 filers
6.5%
of shares outstanding (2.2M sh)
11
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 | Elevated Capital Advisors, LLC | 346,217 | $5.6M | 1.5% | 1% | +13.6% |
| 3 | Key Capital Management, INC | 185,930 | $3.0M | 1.5% | 0.5% | +9.0% |
| 4 | B.O.S.S. Retirement Advisors, LLC | 108,800 | $1.7M | 0.5% | 0.3% | +8.5% |
| 5 | FSA Advisors, Inc. | 98,518 | $1.6M | 0.7% | 0.3% | +14.5% |
| 6 | CAPTRUST FINANCIAL ADVISORS | 72,633 | $1.2M | 0.0% | 0.2% | -10.9% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 67,846 | $1.1M | 0.0% | 0.2% | -44.9% |
| 8 | Blackston Financial Advisory Group, LLC | 56,716 | $909,727 | 0.5% | 0.2% | +7.1% |
| 9 | Mosley Wealth Management | 46,173 | $740,609 | 0.2% | 0.1% | +347.2% |
| 10 | Networth Advisors, LLC | 40,955 | $656,924 | 0.4% | 0.1% | +13.4% |
| 11 | Sigma Planning Corp | 40,351 | $647,232 | 0.0% | 0.1% | +3.8% |
| 12 | MML INVESTORS SERVICES, LLC | 39,781 | $638,080 | 0.0% | 0.1% | +22.4% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 38,824 | $622,734 | 0.0% | 0.1% | +17.2% |
| 14 | Maridea Wealth Management LLC | 34,004 | $545,423 | 0.1% | 0.1% | +32.9% |
| 15 | LPL Financial LLC | 29,727 | $476,821 | 0.0% | 0.1% | -10.2% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,071 | $354,019 | 0.0% | 0.1% | +100.4% |
| 17 | MATHER GROUP, LLC. | 20,671 | $331,563 | 0.0% | 0.1% | -31.2% |
| 18 | Lloyd Advisory Services, LLC.NEW | 20,401 | $327,239 | 0.1% | 0.1% | new |
| 19 | Wealthcare Advisory Partners LLC | 18,507 | $296,846 | 0.0% | 0.1% | 0.0% |
| 20 | SILVER OAK SECURITIES, INCORPORATEDNEW | 17,981 | $288,412 | 0.0% | 0.1% | new |
| 21 | OLD MISSION CAPITAL LLC | 17,003 | $272,728 | 0.0% | 0% | +67.5% |
| 22 | CITADEL ADVISORS LLCNEW | 13,745 | $220,470 | 0.0% | 0% | new |
| 23 | Ignite Planners, LLC | 12,886 | $207,365 | 0.0% | 0% | +14.1% |
| 24 | Decker Retirement Planning Inc. | 11,961 | $191,858 | 0.1% | 0% | +3.4% |
| 25 | Arkadios Wealth Advisors | 10,721 | $171,957 | 0.0% | 0% | +5.4% |
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.