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Simplify Volatility Premium ETF

77 hedge funds and large institutions have $56.8M invested in Simplify Volatility Premium ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.33M
Puts
$1.82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.7M
ECA
2
Elevated Capital Advisors
Utah
$4.67M
CI
3
Cavalier Investments
Georgia
$4M
OL
4
Owen LaRue
Kentucky
$3.57M
VWA
5
Visionary Wealth Advisors
Illinois
$2.73M
KCM
6
Key Capital Management
Tennessee
$2.62M
OCM
7
One Capital Management
California
$1.99M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.89M
HBS
9
Howard Bailey Securities
Indiana
$1.87M
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$1.54M
LWMI
11
Legacy Wealth Management (Idaho)
Idaho
$1.53M
PEA
12
Park Edge Advisors
Ohio
$1.5M
FA
13
FSA Advisors
Michigan
$1.32M
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.25M
BCMLT
15
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.09M
AWA
16
Authentikos Wealth Advisory
California
$927K
TA
17
Tactive Advisors
Florida
$888K
BFAG
18
Blackston Financial Advisory Group
Florida
$812K
CF
19
Claris Financial
Virginia
$807K
CA
20
Cambridge Advisors
Nebraska
$759K
Jane Street
21
Jane Street
New York
$669K
SPC
22
Sigma Planning Corp
Michigan
$596K
NA
23
Networth Advisors
Pennsylvania
$554K
DWS
24
Discipline Wealth Solutions
South Carolina
$537K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$508K