SVOL

Simplify Volatility Premium

Latest period2026 - Q2Total superinvestors16

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 16 superinvestors own shares of Simplify Volatility Premium (SVOL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Superinvestor	Portfolio %	Reported Value	Recent Activity
Robert B. LaRue@Owen Larue, Llc Recent Activity Increased 98.85%	2.59%	$7.426M 462,950 shares@ 16.04 avg price	Increased 98.85%
Richard W. Lowrie@Park Edge Advisors, Llc Recent Activity Increased 21.89%	0.41%	$1.91M 119,051 shares@ 16.04 avg price	Increased 21.89%
Curtis Packer@B.o.s.s. Retirement Advisors, Llc Recent Activity Increased 8.54%	0.48%	$1.745M 108,800 shares@ 16.05 avg price	Increased 8.54%
Joseph C. Gissy@Tactive Advisors, Llc Recent Activity Decreased -9.94%	0.21%	$835,785 52,106 shares@ 16.05 avg price	Decreased -9.94%
Lori L Liffring@Cambridge Advisors Inc. Recent Activity Increased 4.28%	0.15%	$827,806 51,609 shares@ 16.04 avg price	Increased 4.28%
Anthony Colancecco@Discipline Wealth Solutions, Llc Recent Activity Increased 24.54%	0.07%	$699,621 43,617 shares@ 16.05 avg price	Increased 24.54%
Jennifer J Presto@Networth Advisors, Llc Recent Activity Increased 13.41%	0.39%	$656,924 40,955 shares@ 16.05 avg price	Increased 13.41%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Decreased -0.02%	0.01%	$296,846 18,507 shares@ 16.04 avg price	Decreased -0.02%
Susan Harvell@Fiduciary Alliance Llc Recent Activity Increased 1.09%	0.02%	$220,128 13,724 shares@ 16.04 avg price	Increased 1.09%
Scott Boyce@Decker Retirement Planning Inc. Recent Activity Increased 3.43%	0.07%	$191,858 11,961 shares@ 16.05 avg price	Increased 3.43%

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