Simplify Enhanced Income ETF (HIGH) Institutional Ownership

$24.46
+0.05 (+0.20%)
(As of 05/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Simplify Enhanced Income ETF (NYSEARCA:HIGH)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$124.20M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$11.05M
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HIGH Institutional Buying and Selling by Quarter

Simplify Enhanced Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024JT Stratford LLC176,136$4.30M0.9%N/A1.036%
5/14/2024CreativeOne Wealth LLC60,494$1.48M0.1%+494.4%0.356%
5/9/2024 Orion Portfolio Solutions LLC126,175$3.08M0.0%-4.6%0.742%
5/9/2024 Fortis Capital Advisors LLC24,257$592K0.2%N/A0.143%
5/8/2024 Legacy Capital Group California Inc.89,688$2.19M0.8%-1.2%0.545%
5/7/2024 WealthPLAN Partners LLC384,550$9.38M1.0%N/A2.338%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors23,493$573K0.1%N/A0.143%
5/1/2024 Stegent Equity Advisors Inc.11,789$288K0.3%N/A0.072%
4/30/2024 Private Advisor Group LLC853,908$20.84M0.1%+16.5%5.191%
4/30/2024 Astor Investment Management LLC416,060$10.15M4.0%-2.4%2.529%
4/22/2024 Outlook Wealth Advisors LLC8,286$202K0.1%-63.0%0.050%
4/18/2024 Narus Financial Partners LLC50,355$1.23M0.5%+3.1%2.845%
4/18/2024 AlphaMark Advisors LLC16,298$398K0.1%-8.3%0.921%
4/15/2024 Wealthcare Advisory Partners LLC58,543$1.43M0.0%+13.2%3.308%
4/15/2024 Elevated Capital Advisors LLC28,255$689K0.2%-22.0%1.596%
4/12/2024 Peak Financial Advisors LLC206,753$5.05M3.1%-54.8%11.681%
4/11/2024 Fortitude Family Office LLC11,603$283K0.2%+136.5%0.656%
4/9/2024 Richard P Slaughter Associates Inc572,627$13.97M3.3%+6,882.4%32.352%
4/9/2024 Mather Group LLC.1,315$32K0.0%N/A0.074%
4/8/2024 Mid American Wealth Advisory Group Inc.20,040$489K0.3%N/A1.132%
2/21/2024 Raleigh Capital Management Inc.8,096$199K0.1%N/A0.457%
2/9/2024 Advisory Services Network LLC12,020$295K0.0%N/A0.679%
2/9/2024 Orion Portfolio Solutions LLC132,238$3.25M0.0%N/A7.471%
2/9/2024 BlackDiamond Wealth Management LLC111,821$2.74M2.0%+62.6%6.318%
2/9/2024CreativeOne Wealth LLC10,178$250K0.0%N/A0.575%
2/9/2024 Wells Fargo & Company MN787,261$19.34M0.0%N/A44.478%
2/8/2024 Legacy Capital Group California Inc.90,794$2.23M0.9%N/A5.130%
2/7/2024 Principal Securities Inc.17,916$440K0.0%N/A1.012%
2/6/2024 Private Advisor Group LLC732,944$18.00M0.1%N/A41.409%
2/6/2024 Wealthcare Advisory Partners LLC51,732$1.27M0.1%N/A2.923%
2/6/2024Axxcess Wealth Management LLC10,954$269K0.0%N/A0.619%
2/6/2024SRS Capital Advisors Inc.32,996$810K0.1%+46.0%1.864%
2/5/2024 Pekin Hardy Strauss Inc.54,452$1.34M0.2%+100.6%3.076%
2/5/2024 Legacy Capital Wealth Partners LLC18,190$447K0.1%N/A1.028%
2/2/2024 Citizens Financial Group Inc. RI69,685$1.71M0.1%+44.2%3.937%
2/2/2024 Truist Financial Corp128,409$3.15M0.0%+0.9%7.255%
1/30/2024Prosperity Wealth Management Inc.76,081$1.87M1.2%N/A4.298%
1/30/2024 Astor Investment Management LLC426,297$10.47M4.0%N/A24.085%
1/29/2024 Outlook Wealth Advisors LLC22,379$550K0.2%N/A1.264%
1/25/2024 Narus Financial Partners LLC48,835$1.20M0.6%N/A2.759%
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1/19/2024 AlphaMark Advisors LLC17,773$436K0.2%+110.3%1.004%
1/17/2024New Millennium Group LLC1,349$33K0.0%N/A0.076%
1/16/2024 3EDGE Asset Management LP126,358$3.10M0.2%-41.2%7.139%
1/12/2024 Fortitude Family Office LLC4,906$120K0.1%N/A0.277%
1/11/2024 Worth Asset Management LLC32,497$798K0.6%-56.6%1.836%
1/10/2024 Peak Financial Advisors LLC457,094$11.23M7.5%-6.1%25.825%
1/9/2024 Elevated Capital Advisors LLC36,228$890K0.3%N/A2.047%
1/8/2024 Richard P Slaughter Associates Inc8,201$201K0.0%N/A0.463%
11/15/2023SRS Capital Advisors Inc.22,602$562K0.1%N/A1.277%
11/13/2023 Wright Fund Management LLC31,200$776K0.0%N/A1.763%
11/13/2023 Citizens Financial Group Inc. RI48,340$1.20M0.0%N/A2.731%
11/8/2023 Pekin Hardy Strauss Inc.27,150$675K0.1%N/A1.534%
10/31/2023 AlphaMark Advisors LLC8,451$210K0.1%N/A0.477%
10/16/2023 3EDGE Asset Management LP214,926$5.36M0.4%N/A12.143%
10/11/2023 Worth Asset Management LLC74,861$1.86M1.5%N/A4.229%
10/10/2023 Peak Financial Advisors LLC486,647$12.11M13.1%+69.2%27.494%
8/1/2023 Truist Financial Corp134,539$3.37M0.0%N/A13.190%
7/11/2023 Peak Financial Advisors LLC287,673$7.20M5.6%N/A28.203%
5/10/2023 Simplify Asset Management Inc.71,332$1.78M0.3%+248.8%20.381%
3/6/2023OLD Mission Capital LLC22,416$561K0.0%N/A22.416%
2/10/2023 Simplify Asset Management Inc.20,452$512K0.1%N/A20.452%
(Data available from 1/1/2016 forward)

HIGH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HIGH shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Simplify Enhanced Income ETF. The most heavily invested institutionals were Private Advisor Group LLC ($20.84M), Wells Fargo & Company MN ($19.34M), Richard P Slaughter Associates Inc ($13.97M), Astor Investment Management LLC ($10.15M), WealthPLAN Partners LLC ($9.38M), Peak Financial Advisors LLC ($5.05M), and JT Stratford LLC ($4.30M).Learn more on HIGH's institutional investors.

Which institutional investors have been buying Simplify Enhanced Income ETF stock?

Of the 38 institutional investors that purchased Simplify Enhanced Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($853.91K), Wells Fargo & Company MN ($787.26K), Richard P Slaughter Associates Inc ($572.63K), Peak Financial Advisors LLC ($486.65K), Astor Investment Management LLC ($426.30K), WealthPLAN Partners LLC ($384.55K), and 3EDGE Asset Management LP ($214.93K).

How much institutional buying is happening at Simplify Enhanced Income ETF?

Institutional investors have bought a total of 5,143,893 shares in the last 24 months. This purchase volume represents approximately $126.54M in transactions.

Which Simplify Enhanced Income ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Simplify Enhanced Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Peak Financial Advisors LLC ($279.89K), 3EDGE Asset Management LP ($88.57K), Worth Asset Management LLC ($42.36K), Outlook Wealth Advisors LLC ($14.09K), Astor Investment Management LLC ($10.24K), Elevated Capital Advisors LLC ($7.97K), and Orion Portfolio Solutions LLC ($6.06K).

How much institutional selling is happening at Simplify Enhanced Income ETF?

Institutional investors have sold a total of 451,773 shares in the last 24 months. This volume of shares sold represents approximately $11.05M in transactions.


This page (NYSEARCA:HIGH) was last updated on 5/16/2024 by MarketBeat.com Staff

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