SVOL

Simplify Volatility Premium$15.81 1.15%
UnclassifiedUSCUSIP 82889N863· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
59
-38 QoQ
13F Value (tracked)
$54.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)20 adding · 11 trimming
Insider net (180d)$0

Price & smart-money activity

$15.81 1.15%5Y -41.5%
$13.84$17.65$21.46$25.27$29.08202120222023202420252026234324334745797713210823719171814161818111816129
Hover for who · click for detailEnd-of-day closing prices52w $15.11 – $18.34

Who owns SVOL?

59 tracked 13F filers

59 tracked 13F filers disclose a position in SVOL as of the latest SEC 13F filings, a combined $54.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1AE Wealth Management LLC
$10.7M
700K
−8.4%
Reduced · −64K sh
Q1 2026
2Owen LaRue, LLC
$7.4M
463K
+99%
Added · +230K sh
Q2 2026
3Elevated Capital Advisors, LLC
$5.6M
346K
+14%
Added · +42K sh
Q2 2026
4Cavalier Investments, LLC
$4.0M
260K
New
+260K sh
Q1 2026
5Key Capital Management, INC
$3.0M
186K
+9.0%
Added · +15K sh
Q2 2026
6Visionary Wealth Advisors
$2.7M
178K
−5.3%
Reduced · −10K sh
Q1 2026
7One Capital Management, LLC
$2.0M
130K
+20%
Added · +21K sh
Q1 2026
8COMMONWEALTH EQUITY SERVICES, LLC
$1.9M
123K
−23%
Reduced · −36K sh
Q1 2026
9Park Edge Advisors, LLC
$1.9M
119K
+22%
Added · +21K sh
Q2 2026
10B.O.S.S. Retirement Advisors, LLC
$1.7M
109K
+8.5%
Added · +9K sh
Q2 2026
11GREENBERG FINANCIAL GROUP
$985K
56K
+48%
Added · +18K sh
Q4 2025
12Claris Financial LLC
$807K
53K
+8.5%
Added · +4K sh
Q1 2026
13Tactive Advisors, LLC
$836K
52K
−9.9%
Reduced · −6K sh
Q2 2026
14Beacon Capital Management, LLC
$833K
52K
−27%
Reduced · −19K sh
Q2 2026
15Cambridge Advisors Inc.
$828K
52K
+4.3%
Added · +2K sh
Q2 2026
16Mosley Wealth Management
$741K
46K
+347%
Added · +36K sh
Q2 2026
17JANE STREET GROUP, LLC
$669K
44K
Added
Added · +44K sh
Q1 2026
18Discipline Wealth Solutions, LLC
$700K
44K
+25%
Added · +9K sh
Q2 2026
19Networth Advisors, LLC
$657K
41K
+13%
Added · +5K sh
Q2 2026
20Sigma Planning Corp
$596K
39K
+3.8%
Added · +1K sh
Q1 2026
21ENVESTNET ASSET MANAGEMENT INC
$508K
33K
+3.9%
Added · +1K sh
Q1 2026
22LPL Financial LLC
$508K
33K
−41%
Reduced · −23K sh
Q1 2026
23MML INVESTORS SERVICES, LLC
$499K
33K
+11%
Added · +3K sh
Q1 2026
24MATHER GROUP, LLC.
$461K
30K
New
+30K sh
Q1 2026
25Summit Financial, LLC
$333K
22K
−26%
Reduced · −8K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SVOL being bought or sold by institutions?

Last quarter, 3 funds opened a new position in SVOL and 17 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
17
funds
Reduced
11
funds
Exited
0
funds

Funds that own SVOL also own

CompanyCo-held byCombined value
VANGUARD S&P 500 ETFVOO33 funds$2.2B
NVIDIA CORPNVDA33 funds$1.7B
SS SPDR S&P 500 ETF TRUST-USSPY33 funds$1.4B
INVESCO QQQ TRUST SERIES 1QQQ33 funds$865.5M
MICROSOFT CORPMSFT32 funds$1.3B
META PLATFORMS INC-CLASS AMETA32 funds$410.2M
TESLA INCTSLA32 funds$378.5M
JOHNSON & JOHNSONJNJ32 funds$326.7M
APPLE INCAAPL31 funds$2.0B
VANGUARD TOTAL STOCK MKT ETFVTI31 funds$1.6B
AMAZON.COM INCAMZN31 funds$978.5M
ALPHABET INC-CL AGOOGL31 funds$607.0M

Ranked by how many of SVOL's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

23 funds-28 since Q3 2024
03161Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $25.4M

Share classes

Class13F holdersValue held
CTAmc185 funds$866.0M
MTBAcommon123 funds$869.0M
AGGHUIT EXCHANGE TRADED75 funds$336.9M
CDXHIGH YIELD PLUS74 funds$266.4M
BUCKTREASURY OPT INC71 funds$200.5M
HEQTMF Closed and MF Open68 funds$189.9M
TUASHORT TERM TREA60 funds$396.9M
SVOLthis pagemc59 funds$54.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in SVOL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SVOL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SVOL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SVOL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.