§ EQUITY
USDSVOL
SIMPLIFY VOLATILITY PREMIUM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
40 increased/new, 22 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AE Wealth Management LLC | 700K | 0.1% | −8% |
| Elevated Capital Advisors, LLC | 305K | 1.2% | −26% |
| Cavalier Investments, LLC | 260K | 0.1% | n/a |
| Owen LaRue, LLC | 233K | 1.4% | −30% |
| Visionary Wealth Advisors | 178K | 0.1% | −5% |
| Key Capital Management, INC | 171K | 1.7% | +16% |
◇ AC INTELLIGENCE
Top institutional owners for SVOL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER93.5% · 68 holders
INCOME / DEFENSIVE2.8% · 2 holders
TACTICAL / MACRO2.5% · 1 holder
SYSTEMATIC / QUANT1.1% · 2 holders
DEALER / BANK0.1% · 5 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SVOL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SVOL yet.