Who owns SVOL
Which tracked institutional funds hold SVOL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SVOL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened SVOL while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SVOL’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SVOL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 68 tracked filers holding SVOL, 41 increased or opened the position and 41 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SVOL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 3
- Cavalier Investments, LLC$4M
- Claris Financial LLC$807K
- JANE STREET GROUP, LLC$669K
Largest adds
- Owen LaRue, LLC$4M
- AE Wealth Management LLC$2M
- Elevated Capital Advisors, LLC$880K
- Mosley Wealth Management$555K
- Park Edge Advisors, LLC$411K
- Key Capital Management, INC$367K
Largest trims
- Legacy Wealth Managment, LLC/ID$814K
- COMMONWEALTH EQUITY SERVICES, LLC$799K
- Beacon Capital Management, LLC$253K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC added | 787,825 | $13M | 14.4% | 2026-Q2 |
| Owen LaRue, LLC added | 462,950 | $7M | 8.5% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 346,217 | $6M | 6.3% | 2026-Q2 |
| Key Capital Management, INC added | 185,930 | $3M | 3.4% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 161,568 | $3M | 3.0% | 2026-Q2 |
| One Capital Management, LLC | 129,710 | $2M | 2.3% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 123,270 | $2M | 2.3% | 2026-Q2 |
| Park Edge Advisors, LLC added | 119,051 | $2M | 2.2% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC added | 108,800 | $2M | 2.0% | 2026-Q2 |
| FSA Advisors, Inc. added | 98,518 | $2M | 1.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 72,633 | $1M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 67,846 | $1M | 1.2% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 58,082 | $932K | 1.1% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC added | 56,716 | $910K | 1.0% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 52,106 | $836K | 1.0% | 2026-Q2 |
| Beacon Capital Management, LLC trimmed | 51,910 | $833K | 0.9% | 2026-Q2 |
| Cambridge Advisors Inc. added | 51,609 | $828K | 0.9% | 2026-Q2 |
| Mosley Wealth Management added | 46,173 | $741K | 0.8% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID trimmed | 44,796 | $719K | 0.8% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 43,617 | $700K | 0.8% | 2026-Q2 |
| Networth Advisors, LLC added | 40,955 | $657K | 0.7% | 2026-Q2 |
| Sigma Planning Corp added | 40,351 | $647K | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,781 | $638K | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 38,824 | $623K | 0.7% | 2026-Q2 |
| Maridea Wealth Management LLC added | 34,004 | $545K | 0.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 29,727 | $477K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,071 | $354K | 0.4% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 20,671 | $332K | 0.4% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 20,401 | $327K | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 18,507 | $297K | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 17,981 | $288K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 17,003 | $273K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 13,745 | $220K | 0.3% | 2026-Q2 |
| Fiduciary Alliance LLC added | 13,724 | $220K | 0.3% | 2026-Q2 |
| Ignite Planners, LLC added | 12,886 | $207K | 0.2% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 11,961 | $192K | 0.2% | 2026-Q2 |
| ZAZOVE ASSOCIATES LLC | 10,900 | $175K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 10,721 | $172K | 0.2% | 2026-Q2 |
| Stirlingshire Investments, Inc. trimmed | 10,150 | $163K | 0.2% | 2026-Q2 |
| Allworth Financial LP | 10,000 | $160K | 0.2% | 2026-Q2 |
| Arax Advisory Partners trimmed | 9,524 | $153K | 0.2% | 2026-Q2 |
| Luminist Capital LLC added | 9,415 | $149K | 0.2% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 6,230 | $100K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 4,702 | $75K | 0.1% | 2026-Q2 |
| Strive Financial Group ,LLC added | 4,547 | $73K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 3,837 | $62K | 0.1% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 3,300 | $53K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,293 | $52K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,758 | $44K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 2,000 | $32K | 0.0% | 2026-Q2 |
| Crewe Advisors LLC added | 1,217 | $20K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 1,206 | $19K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 1,110 | $18K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 1,071 | $17K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 999 | $16K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 1,000 | $16K | 0.0% | 2026-Q2 |
| SHP Wealth Management trimmed | 760 | $12K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 685 | $11K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 273 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 237 | $4K | 0.0% | 2026-Q2 |
| MRP Capital Investments, LLC | 200 | $3K | 0.0% | 2026-Q2 |
| DUNCKER STREETT & CO INC | 200 | $3K | 0.0% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. new | 131 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 106 | $2K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 101 | $2K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 9 | $144 | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 7 | $112 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 3 | $53 | 0.0% | 2026-Q2 |
| Cavalier Investments, LLC new | 260,455 | $4M | 4.6% | 2026-Q1 stale (1 quarter behind) |
| Claris Financial LLC added | 52,626 | $807K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 43,642 | $669K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Avidian Wealth Enterprises, LLC | 31,065 | $477K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Summit Financial, LLC trimmed | 21,676 | $333K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| IMC-Chicago, LLC trimmed | 21,195 | $325K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| RFG Advisory, LLC | 18,223 | $280K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| IEQ CAPITAL, LLC added | 73,342 | $1M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| GREENBERG FINANCIAL GROUP added | 56,080 | $985K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Andina Capital Management, LLC trimmed | 45,676 | $802K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| BANK OF MONTREAL /CAN/ added | 32,215 | $566K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Guild Investment Management, Inc. new | 19,187 | $337K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Collaborative Wealth Managment Inc. trimmed | 16,567 | $291K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMPASS CAPITAL CORP /MA/ /ADV added | 16,424 | $285K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| NAPA WEALTH MANAGEMENT added | 39,025 | $702K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 32,642 | $588K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Ausdal Financial Partners, Inc. trimmed | 32,579 | $586K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Creative Planning added | 17,276 | $311K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Janney Montgomery Scott LLC trimmed | 16,075 | $289K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Parkside Investments, LLC trimmed | 380,171 | $7M | 8.0% | 2025-Q2 stale (4 quarters behind) |
| Legacy Investment Solutions, LLC trimmed | 163,193 | $3M | 3.4% | 2025-Q2 stale (4 quarters behind) |
| ARQ WEALTH ADVISORS, LLC | 91,096 | $2M | 1.9% | 2025-Q2 stale (4 quarters behind) |
| TD Waterhouse Canada Inc. added | 84,900 | $1M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| GROUP ONE TRADING LLC added | 41,730 | $767K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Clarity Capital Partners LLC added | 38,681 | $711K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 24,107 | $443K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| CAP Partners, LLC added | 22,213 | $408K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| JT Stratford LLC added | 21,711 | $399K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Aspen Wealth Strategies, LLC trimmed | 20,606 | $379K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 17,230 | $317K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC added | 15,689 | $289K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Smith Anglin Financial, LLC trimmed | 15,238 | $280K | 0.3% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.