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Funds Holding SVOL

On this page, we present all of the funds holding SVOL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SVOL, with a link to that fund's top holdings. The next columns indicate the amount of SVOL stock held by each of the funds holding SVOL, followed by the SVOL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 50 funds holding SVOL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Jane Street Group LLC. For more details on the positions held by Jane Street Group LLC (or by any of the other funds holding SVOL), click the fund name in the "Holder" column of the funds-holding-SVOL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Jane Street Group LLC $37,610 12/31/2023
     Call1,580,000$36,577 12/31/2023
     SVOL45,327$1,033 12/31/2023
TMD Wealth Management LLC1,158,978$26,402 12/31/2023
     SVOL1,158,978$26,402 12/31/2023
Resources Investment Advisors LLC.801,516$18,259 12/31/2023
     SVOL801,516$18,259 12/31/2023
Cumberland Partners Ltd360,883$8,152 12/31/2023
     SVOL360,883$8,152 12/31/2023
Peak Financial Advisors LLC342,155$7,753 03/31/2024
     SVOL342,155$7,753 03/31/2024
Renaissance Technologies LLC231,700$5,278 12/31/2023
     SVOL231,700$5,278 12/31/2023
AlphaStar Capital Management LLC155,111$3,533 12/31/2023
     SVOL155,111$3,533 12/31/2023
AE Wealth Management LLC152,310$3,465 12/31/2023
     SVOL152,310$3,465 12/31/2023
Commonwealth Equity Services LLC136,123$3,101 12/31/2023
     SVOL136,123$3,101 12/31/2023
Castleview Partners LLC105,119$2,395 12/31/2023
     SVOL105,119$2,395 12/31/2023
Captrust Financial Advisors89,789$2,045 12/31/2023
     SVOL89,789$2,045 12/31/2023
Arete Wealth Advisors LLC73,022$1,663 12/31/2023
     SVOL73,022$1,663 12/31/2023
Smith Anglin Financial LLC70,758$1,612 12/31/2023
     SVOL70,758$1,612 12/31/2023
Lakeview Capital Partners LLC48,193$1,098 12/31/2023
     SVOL48,193$1,098 12/31/2023
Ausdal Financial Partners Inc.33,512$759 03/31/2024
     SVOL33,512$759 03/31/2024
OLD Mission Capital LLC33,099$754 12/31/2023
     SVOL33,099$754 12/31/2023
HBW Advisory Services LLC30,357$692 12/31/2023
     SVOL30,357$692 12/31/2023
Citadel Advisors LLC $676 12/31/2023
     Call51,500$1,173 12/31/2023
     Put44,100$1,005 12/31/2023
     SVOL22,287$508 12/31/2023
Cambridge Advisors Inc.26,050$590 03/31/2024
     SVOL26,050$590 03/31/2024
Lee Financial Group Hawaii Inc.24,059$548 12/31/2023
     SVOL24,059$548 12/31/2023
Andina Capital Management LLC24,033$545 03/31/2024
     SVOL24,033$545 03/31/2024
Worth Asset Management LLC21,740$493 03/31/2024
     SVOL21,740$493 03/31/2024
Visionary Wealth Advisors20,946$477 12/31/2023
     SVOL20,946$477 12/31/2023
Park Edge Advisors LLC18,238$415 12/31/2023
     SVOL18,238$415 12/31/2023
Janney Montgomery Scott LLC18,075$412 12/31/2023
     SVOL18,075$412 12/31/2023
Collaborative Wealth Managment Inc.16,787$382 12/31/2023
     SVOL16,787$382 12/31/2023
Citizens Financial Group Inc RI15,000$342 12/31/2023
     SVOL15,000$342 12/31/2023
EPG Wealth Management LLC15,014$341 12/31/2023
     SVOL15,014$341 12/31/2023
CWM LLC13,990$317 03/31/2024
     SVOL13,990$317 03/31/2024
Envestnet Asset Management Inc.13,442$306 12/31/2023
     SVOL13,442$306 12/31/2023
Toroso Investments LLC10,039$229 12/31/2023
     SVOL10,039$229 12/31/2023
CAP Partners LLC9,726$220 03/31/2024
     SVOL9,726$220 03/31/2024
HRT Financial LP9,612$218 12/31/2023
     SVOL9,612$218 12/31/2023
JPMorgan Chase & Co.5,843$133 12/31/2023
     SVOL5,843$133 12/31/2023
Fortitude Family Office LLC3,726$84 03/31/2024
     SVOL3,726$84 03/31/2024
Morgan Stanley2,394$55 12/31/2023
     SVOL2,394$55 12/31/2023
SRS Capital Advisors Inc.2,314$53 12/31/2023
     SVOL2,314$53 12/31/2023
Iron Horse Wealth Management LLC1,600$36 03/31/2024
     SVOL1,600$36 03/31/2024
Advisor Group Holdings Inc.1,250$28 12/31/2023
     SVOL1,250$28 12/31/2023
Royal Bank of Canada779$18 12/31/2023
     SVOL779$18 12/31/2023
New Millennium Group LLC684$16 12/31/2023
     SVOL684$16 12/31/2023
UBS Group AG652$15 12/31/2023
     SVOL652$15 12/31/2023
Tower Research Capital LLC TRC 382$9 12/31/2023
     SVOL382$9 12/31/2023
Advisory Services Network LLC200$5 12/31/2023
     SVOL200$5 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC220$5 12/31/2023
     SVOL220$5 12/31/2023
Tucker Asset Management LLC220$5 12/31/2023
     SVOL220$5 12/31/2023
VitalStone Financial LLC122$3 12/31/2023
     SVOL122$3 12/31/2023
Capital Investment Advisory Services LLC59$1 12/31/2023
     SVOL59$1 12/31/2023
Bank of America Corp DE19$0 12/31/2023
     SVOL19$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SVOL0$0 12/31/2023
Larson Financial Group LLC1$0 12/31/2023
     SVOL1$0 12/31/2023

See Summary: Institutional Holders of SVOL
See Details: Top 10 Hedge Funds Holding SVOL
Also See: SVOL Holdings Changes

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