SVOL Institutional Ownership
Simplify Volatility Premium ETF
1W: -0.8%
1M: -0.7%
3M: +1.5%
YTD: -3.1%
1Y: -6.3%
3Y: +6.7%
5Y: +19.8%
$16.42
+0.05 (+0.31%)
Weekly Expected Move ±1.7%
$16
$16
$16
$17
$17
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — SVOL
88
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
57M
Total Invested
11
New Positions
30
Increased
37
Reduced
17
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (103 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 787,825 | $13M | +87,902 | +12.6% | 13Q | SEC ↗ |
| 2 | Owen LaRue, LLC | 462,950 | $8M | +230,132 | +98.8% | 6Q | SEC ↗ |
| 3 | Elevated Capital Advisors, LLC | 346,217 | $6M | +41,576 | +13.6% | 7Q | SEC ↗ |
| 4 | Key Capital Management, INC | 185,930 | $3M | +15,430 | +9.0% | 3Q | SEC ↗ |
| 5 | Visionary Wealth Advisors | 161,568 | $3M | -16,096 | -9.1% | 12Q | SEC ↗ |
| 6 | One Capital Management, LLC | 129,710 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 7 | HOWARD BAILEY SECURITIES, LLC | 123,270 | $2M | +1,623 | +1.3% | 6Q | SEC ↗ |
| 8 | Park Edge Advisors, LLC | 119,051 | $2M | +21,378 | +21.9% | 13Q | SEC ↗ |
| 9 | B.O.S.S. Retirement Advisors, LLC | 108,800 | $2M | +8,558 | +8.5% | 7Q | SEC ↗ |
| 10 | FSA Advisors, Inc. | 98,518 | $2M | +12,468 | +14.5% | 3Q | SEC ↗ |
| 11 | CAPTRUST FINANCIAL ADVISORS | 72,633 | $1M | -8,899 | -10.9% | 13Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 67,846 | $1M | -55,201 | -44.9% | 14Q | SEC ↗ |
| 13 | Authentikos Wealth Advisory, LLC | 58,082 | $954K | -2,318 | -3.8% | 6Q | SEC ↗ |
| 14 | Blackston Financial Advisory Group, LL | 56,716 | $931K | +3,769 | +7.1% | 5Q | SEC ↗ |
| 15 | Claris Financial LLC | 52,626 | $864K | +4,137 | +8.5% | 4Q | SEC ↗ |
| 16 | Tactive Advisors, LLC | 52,106 | $856K | -5,751 | -9.9% | 5Q | SEC ↗ |
| 17 | Beacon Capital Management, LLC | 51,910 | $852K | -18,832 | -26.6% | 7Q | SEC ↗ |
| 18 | Cambridge Advisors Inc. | 51,609 | $847K | +2,117 | +4.3% | 20Q | SEC ↗ |
| 19 | Mosley Wealth Management | 46,173 | $758K | +35,848 | +347.2% | 3Q | SEC ↗ |
| 20 | Legacy Wealth Managment, LLC/ID | 44,796 | $736K | -55,109 | -55.2% | 8Q | SEC ↗ |
| 21 | Discipline Wealth Solutions, LLC | 43,617 | $716K | +8,592 | +24.5% | 4Q | SEC ↗ |
| 22 | Networth Advisors, LLC | 40,955 | $672K | +4,840 | +13.4% | 3Q | SEC ↗ |
| 23 | Sigma Planning Corp | 40,351 | $663K | +1,476 | +3.8% | 8Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 39,781 | $653K | +7,274 | +22.4% | 4Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 38,824 | $637K | +5,692 | +17.2% | 4Q | SEC ↗ |
| 26 | Maridea Wealth Management LLC | 34,004 | $558K | +8,417 | +32.9% | 2Q | SEC ↗ |
| 27 | LPL Financial LLC | 29,727 | $488K | -3,373 | -10.2% | 8Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,071 | $362K | +11,058 | +100.4% | 2Q | SEC ↗ |
| 29 | MATHER GROUP, LLC. | 20,671 | $339K | -9,371 | -31.2% | 2Q | SEC ↗ |
| 30 | Lloyd Advisory Services, LLC. NEW | 20,401 | $335K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Wealthcare Advisory Partners LLC | 18,507 | $304K | -4 | -0.0% | 4Q | SEC ↗ |
| 32 | SILVER OAK SECURITIES, INCORPORATED NEW | 17,981 | $295K | — | +0.0% | 1Q | SEC ↗ |
| 33 | OLD MISSION CAPITAL LLC | 17,003 | $279K | +6,853 | +67.5% | 5Q | SEC ↗ |
| 34 | CITADEL ADVISORS LLC NEW | 13,745 | $226K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Fiduciary Alliance LLC | 13,724 | $225K | +147 | +1.1% | 7Q | SEC ↗ |
| 36 | Ignite Planners, LLC | 12,886 | $212K | +1,595 | +14.1% | 3Q | SEC ↗ |
| 37 | Decker Retirement Planning Inc. | 11,961 | $196K | +396 | +3.4% | 7Q | SEC ↗ |
| 38 | ZAZOVE ASSOCIATES LLC | 10,900 | $179K | — | +0.0% | 2Q | SEC ↗ |
| 39 | Arkadios Wealth Advisors | 10,721 | $176K | +546 | +5.4% | 2Q | SEC ↗ |
| 40 | Stirlingshire Investments, Inc. | 10,150 | $167K | -12,027 | -54.2% | 3Q | SEC ↗ |
| 41 | Allworth Financial LP | 10,000 | $164K | — | +0.0% | 5Q | SEC ↗ |
| 42 | Arax Advisory Partners | 9,524 | $156K | -634 | -6.2% | 3Q | SEC ↗ |
| 43 | Luminist Capital LLC | 9,415 | $155K | +2,562 | +37.4% | 7Q | SEC ↗ |
| 44 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 6,230 | $102K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Aptus Capital Advisors, LLC | 4,702 | $77K | -3,410 | -42.0% | 10Q | SEC ↗ |
| 46 | Strive Financial Group ,LLC | 4,547 | $75K | +925 | +25.5% | 3Q | SEC ↗ |
| 47 | CoreCap Advisors, LLC | 3,837 | $63K | -1,729 | -31.1% | 10Q | SEC ↗ |
| 48 | POM Investment Strategies, LLC | 3,300 | $54K | -4,128 | -55.6% | 6Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 3,293 | $54K | +742 | +29.1% | 2Q | SEC ↗ |
| 50 | Farther Finance Advisors, LLC | 2,758 | $45K | +140 | +5.3% | 8Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Lloyd Advisory Services, LLC. | 20,401 | $335K |
| SILVER OAK SECURITIES, INCORPORATED | 17,981 | $295K |
| CITADEL ADVISORS LLC | 13,745 | $226K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 6,230 | $102K |
| Steward Partners Investment Advisor | 2,000 | $33K |
| Montgomery Financial Services LLC | 1,110 | $18K |
| Buck Wealth Strategies, LLC | 1,071 | $18K |
| Allied Private Wealth LLC | 1,000 | $16K |
| BEACON INVESTMENT ADVISORY SERVICES | 131 | $2K |
| Silver Grove Financial Group, Inc. | 9 | $0K |
| Tower Research Capital LLC (TRC) | 7 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cavalier Investments, LLC | 260,455 | $4M |
| IEQ CAPITAL, LLC | 73,342 | $1M |
| Andina Capital Management, LLC | 45,676 | $750K |
| JANE STREET GROUP, LLC | 43,642 | $717K |
| BANK OF MONTREAL /CAN | 32,215 | $529K |
| Avidian Wealth Enterprises, LLC | 31,065 | $510K |
| Summit Financial, LLC | 21,676 | $356K |
| IMC-Chicago, LLC | 21,195 | $348K |
| Guild Investment Management, Inc. | 19,187 | $315K |
| RFG Advisory, LLC | 18,223 | $299K |
| Collaborative Wealth Managment Inc. | 16,567 | $272K |
| COMPASS CAPITAL CORP /MA/ /ADV | 16,424 | $270K |
| Fiscal Wisdom Wealth Management, LL | 15,715 | $258K |
| Soltis Investment Advisors LLC | 14,715 | $242K |
| Koshinski Asset Management, Inc. | 14,328 | $235K |
| Advisor OS, LLC | 12,046 | $198K |
| Gaddis Premier Wealth Advisors LLC | 10,500 | $172K |
| J HAGAN CAPITAL, INC. | 10,395 | $171K |
| Belvedere Trading LLC | 7,703 | $126K |
| Whipplewood Advisors, LLC | 5,699 | $94K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -55,201 | -44.9% | 67,846 |
| Legacy Wealth Managment, LLC/ID | -55,109 | -55.2% | 44,796 |
| Beacon Capital Management, LLC | -18,832 | -26.6% | 51,910 |
| Visionary Wealth Advisors | -16,096 | -9.1% | 161,568 |
| Stirlingshire Investments, Inc. | -12,027 | -54.2% | 10,150 |
| SIMPLEX TRADING, LLC | -11,775 | -92.2% | 999 |
| MATHER GROUP, LLC. | -9,371 | -31.2% | 20,671 |
| CAPTRUST FINANCIAL ADVISORS | -8,899 | -10.9% | 72,633 |
| Tactive Advisors, LLC | -5,751 | -9.9% | 52,106 |
| POM Investment Strategies, LLC | -4,128 | -55.6% | 3,300 |
| IFP Advisors, Inc | -4,125 | -97.5% | 106 |
| Aptus Capital Advisors, LLC | -3,410 | -42.0% | 4,702 |
| LPL Financial LLC | -3,373 | -10.2% | 29,727 |
| CWM, LLC | -3,068 | -98.5% | 48 |
| Authentikos Wealth Advisory, LLC | -2,318 | -3.8% | 58,082 |
| CoreCap Advisors, LLC | -1,729 | -31.1% | 3,837 |
| UBS Group AG | -732 | -75.5% | 237 |
| Arax Advisory Partners | -634 | -6.2% | 9,524 |
| Clearstead Advisors, LLC | -264 | -18.0% | 1,206 |
| Wealthcare Advisory Partners LLC | -4 | -0.0% | 18,507 |