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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 2026-03-31, 3,708,350 shares in all. 15 filers opened a position and 14 filers sold out during the quarter.

Managers
79
13F filers
79
New
15
Added
26
Reduced
26
Sold out
14
Shares held by filers
3,708,350

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC699,923$10.7M0.06%-64,48413F-HRTimeline
Elevated Capital Advisors, LLC304,641$4.67M1.18%-108,94813F-HRTimeline
Cavalier Investments, LLC260,455$4M1.03%new13F-HRTimeline
Owen LaRue, LLC232,818$3.57M1.37%-100,52113F-HRTimeline
Visionary Wealth Advisors177,664$2.73M0.12%-10,01013F-HRTimeline
Key Capital Management, INC170,500$2.62M1.73%+22,94813F-HRTimeline
One Capital Management, LLC129,710$1.99M0.05%+21,44113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC123,047$1.89M<0.01%-35,74513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC121,647$1.87M0.77%+13,55613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC100,242$1.54M0.47%+6,10613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…99,905$1.53M0.76%-2,14413F-HRTimelineGroup
Park Edge Advisors, LLC97,673$1.5M0.35%+2,49413F-HRTimeline
FSA Advisors, Inc.86,050$1.32M0.87%-57813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS81,532$1.25M<0.01%+9,39713F-HRTimeline
Beacon Capital Management, LLC70,742$1.09M0.19%-42,79213F-HRTimeline
Authentikos Wealth Advisory, LLC60,400$927K0.63%-4,64013F-HRTimeline
Tactive Advisors, LLC57,857$888K0.25%-2,72813F-HRTimeline
Blackston Financial Advisory Group, LLC52,947$812K0.51%+6,92813F-HRTimeline
Claris Financial LLC52,626$807K0.44%+4,13713F-HRTimeline
Cambridge Advisors Inc.49,492$759K0.15%+1,63813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,642$669K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp38,875$596K0.02%+1,41913F-HRTimeline
Networth Advisors, LLC36,115$554K0.39%+6,17413F-HRTimeline
Discipline Wealth Solutions, LLC35,025$537K0.06%-19,67513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,132$508K<0.01%+1,24413F-HRTimelineGroup
LPL Financial LLC33,100$508K<0.01%-22,87613F-HRTimeline
MML INVESTORS SERVICES, LLC32,507$499K<0.01%+3,29013F-HRTimeline
Avidian Wealth Enterprises, LLC31,065$477K0.02%013F-HRTimeline
MATHER GROUP, LLC.30,042$461K<0.01%new13F-HRTimeline
Maridea Wealth Management LLC25,587$393K0.06%new13F-HRTimeline
Stirlingshire Investments, Inc.22,177$340K0.3%-12,14213F-HRTimeline
Summit Financial, LLC21,676$333K<0.01%-7,65813F-HRTimeline
IMC-Chicago, LLC21,195$325K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,511$284K0.01%+2,85913F-HRTimelineGroup
RFG Advisory, LLC18,223$280K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.14,328$220K0.01%+2,56213F-HRTimeline
Fiduciary Alliance LLC13,577$217K0.01%-3,68213F-HRTimeline
SIMPLEX TRADING, LLC12,774$196K0.01%new13F-HRTimeline
Mosley Wealth Management10,325$186K0.08%-3,98613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,046$185K0.01%+28013F-HRTimelineGroup
Decker Retirement Planning Inc.11,565$177K0.08%-56013F-HRTimeline
Ignite Planners, LLC11,291$173K0.03%+80413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,013$169K<0.01%new13F-HRTimelineGroup
ZAZOVE ASSOCIATES LLC10,900$167K0.02%new13F-HR/ATimeline
Gaddis Premier Wealth Advisors LLC10,500$161K0.12%new13F-HRTimeline
J HAGAN CAPITAL, INC.10,395$159K0.09%-71013F-HRTimeline
Arkadios Wealth Advisors10,175$156K<0.01%new13F-HRTimeline
Arax Advisory Partners10,158$156K<0.01%+24113F-HRTimeline
OLD MISSION CAPITAL LLC10,150$156K<0.01%-23,15013F-HRTimeline
Allworth Financial LP10,000$153K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC8,112$124K<0.01%-1,13513F-HRTimeline
Belvedere Trading LLC7,703$118K0.02%new13F-HRTimeline
POM Investment Strategies, LLC7,428$114K0.14%-197,81113F-HRTimeline
Luminist Capital LLC6,853$105K0.14%+1,50913F-HRTimeline
Whipplewood Advisors, LLC5,699$87.4K0.05%+16513F-HRTimeline
CoreCap Advisors, LLC5,566$85.4K<0.01%-10613F-HRTimeline
IFP Advisors, Inc4,231$64.9K<0.01%+57513F-HRTimeline
Strive Financial Group ,LLC3,622$56K0.03%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,654$40.7K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2,618$40.3K<0.01%-15,00213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,551$38.5K<0.01%new13F-HR/ATimelineGroup
Sound Income Strategies, LLC1,596$24.6K<0.01%+13513F-HRTimeline
Clearstead Advisors, LLC1,470$22.6K<0.01%+20513F-HRTimeline
WELLINGTON-ALTUS USA INC.1,400$22.5K0.01%new13F-HRTimeline
Crewe Advisors LLC1,193$18.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,188$18.2K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG969$14.9K<0.01%+36413F-HRTimelineGroup
SHP Wealth Management763$11.7K<0.01%-84013F-HRTimeline
Smartleaf Asset Management LLC685$10.4K<0.01%new13F-HRTimeline
Triumph Capital Management520$7.98K<0.01%013F-HRTimeline
STANCE CAPITAL LLC519$7.96K<0.01%new13F-HRTimeline
Root Financial Partners, LLC257$3.94K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.247$3.79K<0.01%-1,12513F-HRTimelineGroup
DUNCKER STREETT & CO INC200$3.07K<0.01%013F-HRTimeline
MRP Capital Investments, LLC200$3.07K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA114$2K<0.01%+6513F-HRTimelineGroup
CWM, LLCin group CWM, LLC48$738<0.01%-3,06813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3$52<0.01%+113F-HRTimelineGroup
Larson Financial Group LLC1$14<0.01%013F-HRTimeline