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Disclosery

SVOL SIMPLIFY EXCHANGE TRADED FUN

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N VOLATILITY PREM (fund)

69 managers (69 13F filers) reported a position in SVOL shares at 2026-06-30, 3,563,799 shares in all. 9 filers opened a position and 17 filers sold out during the quarter.

Managers
69
13F filers
69
New
9
Added
30
Reduced
20
Sold out
17
Shares held by filers
3,563,799

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC787,825$12.6M0.06%+87,90213F-HRTimeline
Owen LaRue, LLC462,950$7.43M2.59%+230,13213F-HRTimeline
Elevated Capital Advisors, LLC346,217$5.55M1.53%+41,57613F-HRTimeline
Key Capital Management, INC185,930$2.98M1.54%+15,43013F-HRTimeline
Visionary Wealth Advisors161,568$2.59M0.1%-16,09613F-HRTimeline
One Capital Management, LLC129,710$1.99M0.06%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC123,270$1.98M0.74%+1,62313F-HRTimeline
Park Edge Advisors, LLC119,051$1.91M0.41%+21,37813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC108,800$1.75M0.47%+8,55813F-HRTimeline
FSA Advisors, Inc.98,518$1.58M0.72%+12,46813F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS72,633$1.17M<0.01%-8,89913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,846$1.09M<0.01%-55,20113F-HRTimeline
Authentikos Wealth Advisory, LLC58,082$932K0.59%-2,31813F-HRTimeline
Blackston Financial Advisory Group, LLC56,716$910K0.51%+3,76913F-HRTimeline
Tactive Advisors, LLC52,106$836K0.21%-5,75113F-HRTimeline
Beacon Capital Management, LLC51,910$833K0.12%-18,83213F-HRTimeline
Cambridge Advisors Inc.51,609$828K0.14%+2,11713F-HRTimeline
Mosley Wealth Management46,173$741K0.24%+35,84813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…44,796$719K0.3%-55,10913F-HRTimelineGroup
Discipline Wealth Solutions, LLC43,617$700K0.06%+8,59213F-HRTimeline
Networth Advisors, LLC40,955$657K0.38%+4,84013F-HRTimeline
Sigma Planning Corp40,351$647K0.02%+1,47613F-HRTimeline
MML INVESTORS SERVICES, LLC39,781$638K<0.01%+7,27413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,824$623K<0.01%+5,69213F-HRTimelineGroup
Maridea Wealth Management LLC34,004$545K0.06%+8,41713F-HRTimeline
LPL Financial LLC29,727$477K<0.01%-3,37313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,071$354K<0.01%+11,05813F-HRTimelineGroup
MATHER GROUP, LLC.20,671$332K<0.01%-9,37113F-HRTimeline
Lloyd Advisory Services, LLC.20,401$327K0.13%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,507$297K0.01%-413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED17,981$288K0.02%new13F-HRTimeline
OLD MISSION CAPITAL LLC17,003$273K0.01%+6,85313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,745$220K<0.01%new13F-HRTimelineGroup
Fiduciary Alliance LLC13,724$220K0.01%+14713F-HRTimeline
Ignite Planners, LLC12,886$207K0.03%+1,59513F-HRTimeline
Decker Retirement Planning Inc.11,961$192K0.07%+39613F-HRTimeline
ZAZOVE ASSOCIATES LLC10,900$175K0.01%013F-HRTimeline
Arkadios Wealth Advisors10,721$172K<0.01%+54613F-HRTimeline
Stirlingshire Investments, Inc.10,150$163K0.12%-12,02713F-HRTimeline
Allworth Financial LP10,000$160K<0.01%013F-HRTimeline
Arax Advisory Partners9,524$153K<0.01%-63413F-HRTimeline
Luminist Capital LLC9,415$149K0.17%+2,56213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,230$99.9K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC4,702$75.4K<0.01%-3,41013F-HRTimeline
Strive Financial Group ,LLC4,547$72.9K0.03%+92513F-HR/ATimeline
CoreCap Advisors, LLC3,837$61.5K<0.01%-1,72913F-HRTimeline
POM Investment Strategies, LLC3,300$52.9K0.06%-4,12813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,293$52.5K<0.01%+74213F-HRTimelineGroup
Farther Finance Advisors, LLC2,758$44.2K<0.01%+14013F-HRTimeline
Steward Partners Investment Advisory, L…2,000$32.1K<0.01%new13F-HRTimeline
Crewe Advisors LLC1,217$19.5K<0.01%+2413F-HRTimeline
Clearstead Advisors, LLC1,206$19.3K<0.01%-26413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,188$19.1K<0.01%013F-HRTimelineGroup
Montgomery Financial Services LLC1,110$17.8K0.02%13F-HRTimeline
Buck Wealth Strategies, LLC1,071$17.2K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC999$16K<0.01%-11,77513F-HRTimeline
Allied Private Wealth LLC1,000$16K0.01%13F-HRTimeline
SHP Wealth Management760$12.2K<0.01%-313F-HRTimeline
Smartleaf Asset Management LLC685$10.9K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.273$4.38K<0.01%+2613F-HRTimelineGroup
UBS Group AGin group UBS Group AG237$3.8K<0.01%-73213F-HRTimelineGroup
DUNCKER STREETT & CO INC200$3.21K<0.01%013F-HRTimeline
MRP Capital Investments, LLC200$3.21K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…131$2.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc106$1.7K<0.01%-4,12513F-HRTimeline
Larson Financial Group LLC101$1.62K<0.01%+10013F-HRTimeline
Silver Grove Financial Group, Inc.9$144<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$112<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3$53<0.01%013F-HRTimelineGroup