SVOL

Simplify Volatility Premium

Latest period2024 - Q4Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Simplify Volatility Premium (SVOL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Volatility Premium (SVOL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Volatility Premium (SVOL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Volatility Premium (SVOL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc
Recent Activity
Increased 1.53%
5.27%
$10.122M
486,861 shares@ 20.8 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 22.24%
0.12%
$2.023M
99,661 shares@ 20.3 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Decreased -6.34%
0.16%
$1.67M
80,329 shares@ 20.79 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
New Position
0.29%
$1.037M
49,856 shares@ 20.8 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 23.19%
0.22%
$961,547
46,250 shares@ 20.8 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
New Position
0.09%
$825,409
39,702 shares@ 20.8 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 5.26%
0.04%
$664,741
31,974 shares@ 20.8 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -24.88%
0.05%
$461,902
22,217 shares@ 20.8 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
0.01%
$376,000
18,075 shares@ 20.81 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.05%
$73,056
3,514 shares@ 20.79 avg price