Who owns SVOL?
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70 institutions reported holding SVOL, worth $57.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SVOL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $12.6M | 787,825 | +87,902 shares |
| Owen LaRue, LLC | Elizabethtown, KY | $7.4M | 462,950 | +230,132 shares |
| Elevated Capital Advisors, LLC | Sandy, UT | $5.6M | 346,217 | +41,576 shares |
| Key Capital Management, INC | Hendersonville, Tn 37075, TN | $3.0M | 185,930 | +15,430 shares |
| Visionary Wealth Advisors | O'Fallon, IL | $2.6M | 161,568 | −16,096 shares |
| One Capital Management, LLC | Westlake Village, CA | $2.0M | 129,710 | No change |
| Howard Bailey Securities, LLC | Fort Wayne, IN | $2.0M | 123,270 | +1,623 shares |
| Park Edge Advisors, LLC | Cleveland, OH | $1.9M | 119,051 | +21,378 shares |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $1.7M | 108,800 | +8,558 shares |
| FSA Advisors, Inc. | Troy, MI | $1.6M | 98,518 | +12,468 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SVOL?
70 institutional managers reported holding SVOL in Form 13F filings for June 30, 2026, worth $57.7M in total. The largest reported position was held by AE Wealth Management LLC, at $12.6M.
Did institutions buy or sell SVOL last quarter?
Reported 13F value rose 1.9% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SVOL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.