Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (SVOL)

79 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — SVOL

Based on 79 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 87% of 3.0Y peak

87% of all-time peak
79 funds currently hold this stock — 87% of the 3.0-year high of 91 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

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

More sellers than buyers — 47% buying

38 buying43 selling
Last quarter: 43 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 17 → 21 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 37% entered in last year

■ 24% conviction (2yr+) ■ 39% medium ■ 37% new
Only 19 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~11 new funds/quarter

23 → 15 → 17 → 21 → 11 new funds/Q
New funds entering each quarter: 15 → 17 → 21 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 29% veterans, 48% new entrants

■ 29% veterans ■ 23% 1-2yr ■ 48% new
Of 83 current holders: 24 (29%) held 2+ years, 19 held 1–2 years, 40 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
8 of 78 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q1, 38 hedge funds were net buyers of SVOL (11 opened a new position, 27 added to an existing one), while 43 reduced or exited (30 trimmed, 13 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 79.

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.

Is It Too Late to Buy Simplify Exchange Traded Fun (SVOL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SVOL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
SVOL
nan%
SPY
+13.9%

SVOL outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SVOL
nan%
SPY
+0.2%

Since the filing became public, SVOL outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SVOL
79 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 79 81 -2.47%
13F Shares 4M 4M -7.29%
Total Value $62M $76M -18.81%
New Positions 11 21 -10
Increased Positions 27 20 +7
Closed Positions 13 13 -
Reduced Positions 28 27 +1
Total Calls 2 2 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: SVOL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

79 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key Capital Management, INC 1.73% 170,500 $2.6M
2 Owen LaRue, LLC 1.37% 232,818 $3.6M
3 Elevated Capital Advisors, LLC 1.18% 304,641 $4.7M
4 FSA Advisors, Inc. 0.87% 86,050 $1.3M
5 Howard Bailey Securities, LLC 0.77% 121,647 $1.9M
6 Legacy Wealth Managment, LLC/ID 0.76% 99,905 $1.5M
7 Authentikos Wealth Advisory, LLC 0.63% 60,400 $927K
8 Blackston Financial Advisory Group, LLC 0.51% 52,947 $812K
9 B.O.S.S. Retirement Advisors, LLC 0.47% 100,242 $1.5M
10 Claris Financial LLC 0.46% 45,257 $815K
11 Networth Advisors, LLC 0.39% 36,115 $554K
12 Park Edge Advisors, LLC 0.35% 97,673 $1.5M
13 Stirlingshire Investments, Inc. 0.30% 22,177 $340K
14 Greenberg Financial Group 0.29% 46,373 $711K
15 Tactive Advisors, LLC 0.25% 57,857 $888K
16 Beacon Capital Management, LLC 0.19% 70,742 $1.1M
17 Cambridge Advisors Inc. 0.15% 49,492 $759K
18 POM Investment Strategies, LLC 0.14% 7,428 $114K
19 Luminist Capital LLC 0.14% 6,853 $105K
20 Visionary Wealth Advisors 0.12% 177,664 $2.7M
21 Gaddis Premier Wealth Advisors LLC 0.12% 10,500 $161K
22 Cavalier Investments, LLC 0.11% 260,455 $4.0M
23 J Hagan Capital, INC. 0.09% 10,395 $159K
24 Mosley Wealth Management 0.08% 10,325 $186K
25 Decker Retirement Planning Inc. 0.08% 11,565 $177K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 47% buying: Last quarter: 43 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SVOL holders?

Smaller funds dominant — 4% AUM from top-100: 8 of 78 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SVOL?

Mostly new holders — 37% entered in last year: Only 19 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (SVOL) following the 2026 Q1 hedge fund 13F filings?

As of today, SVOL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SVOL has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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