Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (SVOL)

71 + Investors. Track Smart Money conviction in SVOL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — SVOL

Based on 72 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their SVOL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
72 funds currently hold this stock — 78% of the 3.0-year high of 92 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold SVOL compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

42 buying42 selling
Last quarter: 42 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 22 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 33% new

■ 25% conviction (2yr+) ■ 42% medium ■ 33% new
Of the 72 current holders: 18 (25%) held >2 years, 30 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

15 → 17 → 22 → 11 → 12 new funds/Q
New funds entering each quarter: 17 → 22 → 11 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 35% veterans, 39% new entrants

■ 35% veterans ■ 27% 1-2yr ■ 39% new
Of 75 current holders: 26 (35%) held 2+ years, 20 held 1–2 years, 29 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
8 of 71 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SVOL

In 2026 Q2, 42 hedge funds were net buyers of SVOL (12 opened a new position, 30 added to an existing one), while 42 reduced or exited (23 trimmed, 19 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 72.

Hedge Fund Ownership: SVOL

How many hedge funds hold SVOL — quarterly history vs. share price
Quarterly hedge fund ownership of SVOL vs. share price

Market Analysis: SVOL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SVOL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SVOL
71 + Investors

Track Smart Money conviction in SVOL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 79 -10.13%
13F Shares 4M 4M -4.02%
Total Value $62M $62M -0.05%
New Positions 12 11 +1
Increased Positions 29 27 +2
Closed Positions 19 13 +6
Reduced Positions 23 28 -5
Total Calls 2 2 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: SVOL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

71 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SVOL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SVOL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Owen LaRue, LLC 2.58% 462,950 $7.4M
2 Key Capital Management, INC 1.54% 185,930 $3.0M
3 Elevated Capital Advisors, LLC 1.53% 346,217 $5.6M
4 Howard Bailey Securities, LLC 0.74% 123,270 $2.0M
5 FSA Advisors, Inc. 0.72% 98,518 $1.6M
6 Authentikos Wealth Advisory, LLC 0.59% 58,082 $932K
7 Blackston Financial Advisory Group, LLC 0.51% 56,716 $910K
8 B.O.S.S. Retirement Advisors, LLC 0.47% 108,800 $1.7M
9 Park Edge Advisors, LLC 0.40% 119,051 $1.9M
10 Networth Advisors, LLC 0.38% 40,955 $657K
11 Legacy Wealth Managment, LLC/ID 0.30% 44,796 $719K
12 Mosley Wealth Management 0.24% 46,173 $741K
13 Greenberg Financial Group 0.22% 37,884 $608K
14 Tactive Advisors, LLC 0.21% 52,106 $836K
15 Luminist Capital LLC 0.17% 9,415 $149K
16 Cambridge Advisors Inc. 0.14% 51,609 $828K
17 Lloyd Advisory Services, LLC. 0.13% 20,401 $327K
18 Beacon Capital Management, LLC 0.12% 51,910 $833K
19 Stirlingshire Investments, Inc. 0.12% 10,150 $163K
20 Visionary Wealth Advisors 0.10% 161,568 $2.6M
21 Decker Retirement Planning Inc. 0.07% 11,961 $192K
22 Discipline Wealth Solutions, LLC 0.06% 43,617 $700K
23 POM Investment Strategies, LLC 0.06% 3,300 $53K
24 Maridea Wealth Management LLC 0.06% 34,004 $545K
25 AE Wealth Management LLC 0.06% 787,825 $12.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (SVOL)

What does the Smart Money Trend signal show for SVOL?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SVOL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SVOL?

Slight buying edge — 50% buying: Last quarter: 42 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SVOL holders?

Smaller funds dominant — 2% AUM from top-100: 8 of 71 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SVOL?

Mixed — 25% long-term, 33% new: Of the 72 current holders: 18 (25%) held >2 years, 30 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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