Who owns SVOL (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-Q1 13F filings. 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
The tracked-fund tape on SVOL is one-sided between 2025-Q4 and 2026-Q1: 2 added or opened and 17 trimmed or exited — on balance reducing.
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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SVOL more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 77 tracked filers holding SVOL, 39 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 2025-Q4 and 2026-Q1 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.
New buyers 2
- Cavalier Investments, LLC$4M
- JANE STREET GROUP, LLC$669K
Full exits 4
- IEQ CAPITAL, LLC$1M
- GREENBERG FINANCIAL GROUP$985K
- Andina Capital Management, LLC$802K
- BANK OF MONTREAL /CAN/$566K
Largest trims
- POM Investment Strategies, LLC$3M
- AE Wealth Management LLC$3M
- Elevated Capital Advisors, LLC$3M
- Owen LaRue, LLC$2M
- Beacon Capital Management, LLC$908K
- COMMONWEALTH EQUITY SERVICES, LLC$901K
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 trimmed | 699,923 | $11M | 10.5% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 304,641 | $5M | 4.6% | 2026-Q1 |
| Cavalier Investments, LLC new | 260,455 | $4M | 3.9% | 2026-Q1 |
| Owen LaRue, LLC trimmed | 232,818 | $4M | 3.5% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 177,664 | $3M | 2.7% | 2026-Q1 |
| Key Capital Management, INC added | 170,500 | $3M | 2.6% | 2026-Q1 |
| One Capital Management, LLC added | 129,710 | $2M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 123,047 | $2M | 1.8% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 121,647 | $2M | 1.8% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC added | 100,242 | $2M | 1.5% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID trimmed | 99,905 | $2M | 1.5% | 2026-Q1 |
| Park Edge Advisors, LLC added | 97,673 | $1M | 1.5% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 86,050 | $1M | 1.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 81,532 | $1M | 1.2% | 2026-Q1 |
| Beacon Capital Management, LLC trimmed | 70,742 | $1M | 1.1% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 60,400 | $927K | 0.9% | 2026-Q1 |
| Tactive Advisors, LLC trimmed | 57,857 | $888K | 0.9% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 52,947 | $812K | 0.8% | 2026-Q1 |
| Claris Financial LLC added | 52,626 | $807K | 0.8% | 2026-Q1 |
| Cambridge Advisors Inc. added | 49,492 | $759K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 43,642 | $669K | 0.7% | 2026-Q1 |
| Sigma Planning Corp added | 38,875 | $596K | 0.6% | 2026-Q1 |
| Networth Advisors, LLC added | 36,115 | $554K | 0.5% | 2026-Q1 |
| Discipline Wealth Solutions, LLC trimmed | 35,025 | $537K | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 33,132 | $508K | 0.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 33,100 | $508K | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 32,507 | $499K | 0.5% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC | 31,065 | $477K | 0.5% | 2026-Q1 |
| MATHER GROUP, LLC. new | 30,042 | $461K | 0.5% | 2026-Q1 |
| Maridea Wealth Management LLC new | 25,587 | $393K | 0.4% | 2026-Q1 |
| Stirlingshire Investments, Inc. trimmed | 22,177 | $340K | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 21,676 | $333K | 0.3% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 21,195 | $325K | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 18,511 | $284K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC | 18,223 | $280K | 0.3% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 14,328 | $220K | 0.2% | 2026-Q1 |
| Fiduciary Alliance LLC trimmed | 13,577 | $217K | 0.2% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 12,774 | $196K | 0.2% | 2026-Q1 |
| Mosley Wealth Management trimmed | 10,325 | $186K | 0.2% | 2026-Q1 |
| Advisor OS, LLC added | 12,046 | $185K | 0.2% | 2026-Q1 |
| Decker Retirement Planning Inc. trimmed | 11,565 | $177K | 0.2% | 2026-Q1 |
| Ignite Planners, LLC added | 11,291 | $173K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,013 | $169K | 0.2% | 2026-Q1 |
| Gaddis Premier Wealth Advisors LLC new | 10,500 | $161K | 0.2% | 2026-Q1 |
| J HAGAN CAPITAL, INC. trimmed | 10,395 | $159K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 10,175 | $156K | 0.2% | 2026-Q1 |
| Arax Advisory Partners added | 10,158 | $156K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 10,150 | $156K | 0.2% | 2026-Q1 |
| Allworth Financial LP | 10,000 | $153K | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 8,112 | $124K | 0.1% | 2026-Q1 |
| Belvedere Trading LLC added | 7,703 | $118K | 0.1% | 2026-Q1 |
| PEAK FINANCIAL ADVISORS LLC added | 502,384 | $9M | 8.9% | 2025-Q1 stale |
| Parkside Investments, LLC trimmed | 380,171 | $7M | 6.8% | 2025-Q2 stale |
| Legacy Investment Solutions, LLC trimmed | 163,193 | $3M | 2.9% | 2025-Q2 stale |
| Cumberland Partners Ltd trimmed | 126,665 | $2M | 2.2% | 2025-Q1 stale |
| Diversify Advisory Services, LLC added | 109,305 | $2M | 1.8% | 2025-Q1 stale |
| Arete Wealth Advisors, LLC added | 98,206 | $2M | 1.7% | 2025-Q1 stale |
| ARQ WEALTH ADVISORS, LLC | 91,096 | $2M | 1.6% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. | 71,342 | $1M | 1.5% | 2025-Q1 stale |
| IEQ CAPITAL, LLC added | 73,342 | $1M | 1.3% | 2025-Q4 stale |
| TD Waterhouse Canada Inc. added | 84,900 | $1M | 1.1% | 2025-Q2 stale |
| GREENBERG FINANCIAL GROUP added | 56,080 | $985K | 1.0% | 2025-Q4 stale |
| Prosperity Wealth Management, Inc. added | 46,554 | $846K | 0.8% | 2025-Q1 stale |
| Andina Capital Management, LLC trimmed | 45,676 | $802K | 0.8% | 2025-Q4 stale |
| GROUP ONE TRADING LLC added | 41,730 | $767K | 0.8% | 2025-Q2 stale |
| Clarity Capital Partners LLC added | 38,681 | $711K | 0.7% | 2025-Q2 stale |
| NAPA WEALTH MANAGEMENT added | 39,025 | $702K | 0.7% | 2025-Q3 stale |
| GWN SECURITIES INC. new | 34,860 | $679K | 0.7% | 2025-Q1 stale |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 32,642 | $588K | 0.6% | 2025-Q3 stale |
| Ausdal Financial Partners, Inc. trimmed | 32,579 | $586K | 0.6% | 2025-Q3 stale |
| BANK OF MONTREAL /CAN/ added | 32,215 | $566K | 0.6% | 2025-Q4 stale |
| Mutual Advisors, LLC new | 29,950 | $492K | 0.5% | 2025-Q1 stale |
| Park Square Financial Group, LLC added | 24,107 | $443K | 0.4% | 2025-Q2 stale |
| CAP Partners, LLC added | 22,213 | $408K | 0.4% | 2025-Q2 stale |
| JT Stratford LLC added | 21,711 | $399K | 0.4% | 2025-Q2 stale |
| Aspen Wealth Strategies, LLC trimmed | 20,606 | $379K | 0.4% | 2025-Q2 stale |
| Guild Investment Management, Inc. new | 19,187 | $337K | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 17,230 | $317K | 0.3% | 2025-Q2 stale |
| CPA Asset Management LLC trimmed | 17,304 | $315K | 0.3% | 2025-Q1 stale |
| Creative Planning added | 17,276 | $311K | 0.3% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 16,257 | $296K | 0.3% | 2025-Q1 stale |
| Collaborative Wealth Managment Inc. trimmed | 16,567 | $291K | 0.3% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 16,075 | $289K | 0.3% | 2025-Q3 stale |
| Transce3nd, LLC added | 15,689 | $289K | 0.3% | 2025-Q2 stale |
| COMPASS CAPITAL CORP /MA/ /ADV added | 16,424 | $285K | 0.3% | 2025-Q4 stale |
| Smith Anglin Financial, LLC trimmed | 15,238 | $280K | 0.3% | 2025-Q2 stale |
| Fiscal Wisdom Wealth Management, LLC new | 15,715 | $276K | 0.3% | 2025-Q4 stale |
| Straight Path Wealth Management | 15,100 | $272K | 0.3% | 2025-Q3 stale |
| HighTower Advisors, LLC trimmed | 14,775 | $266K | 0.3% | 2025-Q3 stale |
| Soltis Investment Advisors LLC trimmed | 14,715 | $258K | 0.3% | 2025-Q4 stale |
| Guerra Advisors Inc trimmed | 14,130 | $254K | 0.2% | 2025-Q3 stale |
| Lloyd Advisory Services, LLC. new | 14,112 | $248K | 0.2% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC trimmed | 13,100 | $241K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 12,948 | $238K | 0.2% | 2025-Q2 stale |
| Clay Northam Wealth Management, LLC new | 13,050 | $237K | 0.2% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 12,745 | $234K | 0.2% | 2025-Q2 stale |
| VISTA INVESTMENT MANAGEMENT added | 12,611 | $232K | 0.2% | 2025-Q2 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 10,900 | $198K | 0.2% | 2025-Q2 stale |
| Focus Partners Advisor Solutions, LLC new | 10,734 | $195K | 0.2% | 2025-Q1 stale |
| Sheaff Brock Investment Advisors, LLC | 10,000 | $182K | 0.2% | 2025-Q1 stale |
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.