Simplify Volatility Premium
SVOL • ARCA
Simplify Volatility Premium is an exchange-traded fund on ARCA. As of Q3 2025, 73 institutional investors hold shares in this ETF, with total holdings valued at $84.0M. AE Wealth Management LLC is the largest holder with a position valued at $17.4M.
Overview
Overview of institutional ownership in SVOL as of Q3 2025
All Institutions
- Institutions
- 73
- Value Held
- $84.0M
- Shares Held
- 4.7M
- Avg Position
- $1.2M
- Median Position
- $378.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SVOL as of Q3 2025
| Institution | Position Value |
|---|---|
 AE Wealth Management LLC RIA/Wealth | $17.4M 0.11% of portfolio |
B Beacon Capital Management, LLC RIA/Wealth | $10.9M 1.56% of portfolio |
E Elevated Capital Advisors, LLC RIA/Wealth | $6.2M 1.56% of portfolio |
P POM Investment Strategies, LLC Institution | $5.7M 3.15% of portfolio |
 Visionary Wealth Advisors RIA/Wealth | $3.6M 0.17% of portfolio |
O Owen LaRue, LLC Institution | $3.1M 1.26% of portfolio |
J JANE STREET GROUP, LLC Institution | $3.0M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.8M 0.00% of portfolio |
 Tactive Advisors, LLC RIA/Wealth | $2.1M 0.60% of portfolio |
O One Capital Management, LLC RIA/Wealth | $2.0M 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SVOL in Q3 2025
- Traded
- −$42.7M
- Buyers
- 38
- Sellers
- 48
- Total Bought
- +$12.2M
- Total Sold
- −$55.0M
- Avg Position
- $875.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
O One Capital Management, LLC RIA/Wealth | +$2.0M +109.5K shares |
E Elevated Capital Advisors, LLC RIA/Wealth | +$2.0M +108.7K shares |
 IEQ CAPITAL, LLC RIA/Wealth | +$1.3M +73.1K shares |
J JANE STREET GROUP, LLC Institution | +$910.7K +50.6K shares |
 Discipline Wealth Solutions, LLC RIA/Wealth | +$818.2K +45.5K shares |
O Owen LaRue, LLC Institution | +$806.1K +44.8K shares |
 Summit Financial, LLC RIA/Wealth | +$664.3K +36.9K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$534.9K +29.7K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$522.8K +29.0K shares |
 Soltis Investment Advisors LLC RIA/Wealth | +$516.0K +28.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
AE Wealth Management LLC RIA/Wealth | −$14.5M −806.2K shares |
B Beacon Capital Management, LLC RIA/Wealth | −$10.3M −569.9K shares |
 Parkside Investments, LLC RIA/Wealth | −$7.0M −380.2K shares |
F FSA Advisors, Inc. Institution | −$3.4M −183.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$3.0M −168.2K shares |
P POM Investment Strategies, LLC Institution | −$2.9M −159.3K shares |
 ARQ WEALTH ADVISORS, LLC RIA/Wealth | −$1.7M −91.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.2M −65.8K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | −$1.1M −61.5K shares |
T TD Waterhouse Canada Inc. Institution | −$1.1M −84.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SVOL in Q3 2025
- New Positions
- 13
- New Value
- $4.0M
- Exited Positions
- 23
- Exited Value
- $18.5M
New Positions
| Institution | Position Value |
|---|---|
IEQ CAPITAL, LLC RIA/Wealth | $1.3M 73.1K shares |
Discipline Wealth Solutions, LLC RIA/Wealth | $818.2K 45.5K shares |
Summit Financial, LLC RIA/Wealth | $664.3K 36.9K shares |
Soltis Investment Advisors LLC RIA/Wealth | $516.0K 28.7K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | $269.7K 15.0K shares |
 Advisor OS, LLC Fund of Funds | $181.1K 10.1K shares |
 Koshinski Asset Management, Inc. RIA/Wealth | $181.1K 10.1K shares |
R Root Financial Partners, LLC RIA/Wealth | $49.8K 2.8K shares |
 Private Advisor Group, LLC RIA/Wealth | $23.4K 1.3K shares |
 Triumph Capital Management RIA/Wealth | $9.4K 520.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Parkside Investments, LLC RIA/Wealth | $7.0M 380.2K shares |
F FSA Advisors, Inc. Institution | $3.4M 183.5K shares |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | $1.7M 91.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.2M 65.8K shares |
T TD Waterhouse Canada Inc. Institution | $1.1M 84.9K shares |
G GROUP ONE TRADING, L.P. Institution | $767.4K 41.7K shares |
 Park Square Financial Group, LLC RIA/Wealth | $443.3K 24.1K shares |
 CAP Partners, LLC RIA/Wealth | $408.5K 22.2K shares |
 JT Stratford LLC RIA/Wealth | $399.3K 21.7K shares |
 Aspen Wealth Strategies, LLC RIA/Wealth | $378.9K 20.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in SVOL as of Q3 2025
- Call Positions
- 3
- Call Value
- $3.6M
- Put Positions
- 4
- Put Value
- $2.0M
Call Positions
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.5M 833.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.2M 652.0 contracts |
B Belvedere Trading LLC Institution | $900.0K 500.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | $900.0K 500.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $617.4K 343.0 contracts |
J JANE STREET GROUP, LLC Institution | $424.8K 236.0 contracts |
Private Advisor Group, LLC RIA/Wealth | $10.6K 96.0 contracts |
Most Committed Institutions
Institutions with SVOL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P POM Investment Strategies, LLC Institution | 3.15% $5.7M |
E Elevated Capital Advisors, LLC RIA/Wealth | 1.56% $6.2M |
B Beacon Capital Management, LLC RIA/Wealth | 1.56% $10.9M |
O Owen LaRue, LLC Institution | 1.26% $3.1M |
 Authentikos Wealth Advisory, LLC RIA/Wealth | 1.19% $1.6M |
 Legacy Wealth Managment, LLC/ID RIA/Wealth | 0.91% $1.9M |
J J HAGAN CAPITAL, INC. RIA/Wealth | 0.89% $1.5M |
Tactive Advisors, LLC RIA/Wealth | 0.60% $2.1M |
A Andina Capital Management, LLC Institution | 0.56% $979.6K |
 Blackston Financial Advisory Group, LLC RIA/Wealth | 0.44% $728.2K |