Citadel Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Citadel Advisors’s Portfolio SVOL Stock Details SVOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Sell	29,900 -24,800	-45%	-$395K	﹤0.01%	9963
2026 Q1	$839K	Sell	54,700 -5,600	-9%	-$94.4K	﹤0.01%	8061
2025 Q4	$1.06M	Sell	60,300 -4,900	-8%	-$86.3K	﹤0.01%	7264
2025 Q3	$1.17M	Buy	65,200 +7,700	+13%	+$135K	﹤0.01%	7187
2025 Q2	$1.06M	Sell	57,500 -12,200	-18%	-$210K	﹤0.01%	6963
2025 Q1	$1.27M	Buy	69,700 +58,200	+506%	+$1.18M	﹤0.01%	6427
2024 Q4	$239K	Sell	11,500 -4,200	-27%	-$90.5K	﹤0.01%	10119
2024 Q3	$345K	Buy	15,700 +10,700	+214%	+$238K	﹤0.01%	9039
2024 Q2	$112K	Buy	+5,000	New	+$113K	﹤0.01%	10749
2024 Q1	–	Sell	-51,500	Closed	-$1.17M	–	15413
2023 Q4	$1.17M	Buy	+51,500	New	+$1.16M	﹤0.01%	6364

Other funds holding SVOL

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Citadel Advisors's SVOL Position: Q2 2026 in Review

Citadel Advisors opened a new position in Simplify Volatility Premium ETF (SVOL) in Q2 2026: 13,745 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #11839 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SVOL as recently as Q2 2025.

Citadel Advisors first reported a position in SVOL in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.72M in Q3 2024. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

Citadel Advisors held 13,745 shares of Simplify Volatility Premium ETF worth $220K as of Q2 2026.
Simplify Volatility Premium ETF was a new Citadel Advisors position in Q2 2026.
Simplify Volatility Premium ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11839 holding.
Citadel Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2023 and has held it in 9 quarters since.
Citadel Advisors's Simplify Volatility Premium ETF position peaked at $4.72M in Q3 2024.
69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.