MML Investors Services
SVOL icon

MML Investors Services’s Simplify Volatility Premium ETF SVOL Stock Holding History

MML Investors Services’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
Q1 		$499K Buy
32,507
+3,290
+11% +$55.5K ﹤0.01% 2217
2025
Q4 		$513K Sell
29,217
-502
-2% -$8.84K ﹤0.01% 2256
2025
Q3 		$535K Buy
+29,719
New +$523K ﹤0.01% 2131
2023
Q3 		– Sell
-14,093
Closed -$323K – 2374
2023
Q2 		$323K Sell
14,093
-1,810
-11% -$40.3K ﹤0.01% 1900
2023
Q1 		$346K Buy
15,903
+2,043
+15% +$45.3K ﹤0.01% 1602
2022
Q4 		$304K Buy
+13,860
New +$298K ﹤0.01% 1767

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

MML Investors Services's SVOL Position: Q1 2026 in Review

MML Investors Services increased its Simplify Volatility Premium ETF (SVOL) stake by 11% in Q1 2026, buying an estimated $55.5K and bringing the position to 32,507 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

MML Investors Services first reported a position in SVOL in Q4 2022 and has held it in 6 quarters since. The position peaked at $535K in Q3 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • MML Investors Services held 32,507 shares of Simplify Volatility Premium ETF worth $499K as of Q1 2026.
  • MML Investors Services bought 3,290 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $55.5K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2217 holding.
  • MML Investors Services first reported a position in Simplify Volatility Premium ETF in Q4 2022 and has held it in 6 quarters since.
  • MML Investors Services's Simplify Volatility Premium ETF position peaked at $535K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.