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Disclosery

SVOL SIMPLIFY EXCHANGE TRADED FUN

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N VOLATILITY PREM (fund)

79 managers (79 13F filers) reported a position in SVOL shares at 2025-12-31, 4,146,935 shares in all. 14 filers opened a position and 14 filers sold out during the quarter.

Managers
79
13F filers
79
New
14
Added
21
Reduced
26
Sold out
14
Shares held by filers
4,146,935

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC764,407$13.4M0.08%-200,83613F-HRTimeline
Elevated Capital Advisors, LLC413,589$7.26M1.69%+67,93913F-HRTimeline
Owen LaRue, LLC333,339$5.85M2.23%+162,05913F-HRTimeline
POM Investment Strategies, LLC205,239$3.6M1.85%-109,72713F-HRTimeline
Visionary Wealth Advisors187,674$3.3M0.15%-13,79213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC158,792$2.79M<0.01%+1,76213F-HRTimeline
Key Capital Management, INC147,552$2.59M2.57%13F-HRTimeline
Beacon Capital Management, LLC113,534$1.99M0.31%-490,73613F-HRTimeline
One Capital Management, LLC108,269$1.9M0.06%-1,21013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC108,091$1.9M0.75%-26,90913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…102,049$1.79M0.86%-5,83613F-HRTimelineGroup
Park Edge Advisors, LLC95,179$1.67M0.38%+5,36213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC94,136$1.65M0.52%+40,48413F-HRTimeline
FSA Advisors, Inc.86,628$1.52M1.06%new13F-HRTimeline
IEQ CAPITAL, LLC73,342$1.29M<0.01%+22613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS72,135$1.27M<0.01%-6,67713F-HRTimeline
Authentikos Wealth Advisory, LLC65,040$1.14M0.76%-25,02413F-HRTimeline
Tactive Advisors, LLC60,585$1.06M0.31%-54,41213F-HRTimeline
GREENBERG FINANCIAL GROUP56,080$985K0.41%13F-HRTimeline
LPL Financial LLC55,976$983K<0.01%-5,44613F-HRTimeline
Discipline Wealth Solutions, LLC54,700$961K0.18%+9,24313F-HRTimeline
Claris Financial LLC48,489$851K0.45%+3,23213F-HRTimeline
Cambridge Advisors Inc.47,854$840K0.16%+36013F-HRTimeline
Blackston Financial Advisory Group, LLC46,019$808K0.49%+5,56413F-HRTimeline
Andina Capital Management, LLC45,676$802K0.48%-8,74813F-HRTimeline
Sigma Planning Corp37,456$658K0.02%+1,84113F-HRTimeline
Stirlingshire Investments, Inc.34,319$603K0.53%13F-HRTimeline
OLD MISSION CAPITAL LLC33,300$585K0.02%-5,42213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,215$566K<0.01%+2,51413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,888$560K<0.01%+2,84513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC31,065$546K0.02%013F-HRTimeline
Networth Advisors, LLC29,941$526K0.39%13F-HRTimeline
Summit Financial, LLC29,334$515K0.01%-7,57313F-HRTimeline
MML INVESTORS SERVICES, LLC29,217$513K<0.01%-50213F-HRTimeline
Guild Investment Management, Inc.19,187$337K0.25%new13F-HRTimeline
RFG Advisory, LLC18,223$320K0.01%013F-HRTimeline
Farther Finance Advisors, LLC17,620$309K<0.01%+14,22113F-HRTimeline
Fiduciary Alliance LLC17,259$303K0.02%-16,95813F-HRTimeline
Collaborative Wealth Managment Inc.16,567$291K0.1%-16,41313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV16,424$285K0.11%+11113F-HRTimeline
Fiscal Wisdom Wealth Management, LLC15,715$276K0.26%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,652$275K0.01%+66813F-HRTimelineGroup
Mosley Wealth Management14,311$259K0.12%13F-HRTimeline
Soltis Investment Advisors LLC14,715$258K0.02%-13,95213F-HR/ATimeline
Lloyd Advisory Services, LLC.14,112$248K0.1%new13F-HRTimeline
Decker Retirement Planning Inc.12,125$213K0.11%-17,14413F-HRTimeline
Koshinski Asset Management, Inc.11,766$207K0.01%+1,70513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,766$207K0.02%+1,70513F-HRTimelineGroup
J HAGAN CAPITAL, INC.11,105$195K0.11%-70,61913F-HRTimeline
Ignite Planners, LLC10,487$183K0.03%new13F-HRTimeline
Allworth Financial LP10,000$176K<0.01%013F-HRTimeline
Arax Advisory Partners9,917$174K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC9,247$162K<0.01%013F-HRTimeline
CoreCap Advisors, LLC5,672$99.6K<0.01%-54213F-HRTimeline
Whipplewood Advisors, LLC5,534$97.2K0.06%+33413F-HRTimeline
Luminist Capital LLC5,344$93.8K0.12%-15,52813F-HRTimeline
IFP Advisors, Inc3,656$64.2K<0.01%-1,08013F-HRTimeline
Strive Financial Group ,LLC3,622$63.6K0.03%13F-HR/ATimeline
Financial Perspectives, Inc3,365$59.1K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,116$55K<0.01%+7813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,125$54.9K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,654$46.6K0.01%013F-HRTimelineGroup
SHP Wealth Management1,603$28.2K<0.01%13F-HRTimeline
Sound Income Strategies, LLC1,461$26.1K<0.01%+45813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,372$24.1K<0.01%-29313F-HRTimelineGroup
Clearstead Advisors, LLC1,265$22.2K<0.01%new13F-HRTimeline
Crewe Advisors LLC1,193$20.9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,188$20.9K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\900$15.8K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC716$12.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG605$10.6K<0.01%new13F-HRTimelineGroup
Triumph Capital Management520$9.13K<0.01%new13F-HRTimeline
Root Financial Partners, LLC257$4.51K<0.01%-2,51013F-HRTimeline
DUNCKER STREETT & CO INC200$3.51K<0.01%013F-HRTimeline
MRP Capital Investments, LLC200$3.51K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49$1K<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC8$140<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$42<0.01%-70213F-HR/ATimelineGroup
Larson Financial Group LLC1$15<0.01%013F-HRTimeline