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Simplify Enhanced Income ETF (HIGH) Institutional Ownership

Simplify Enhanced Income ETF logo
$21.55 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$28.81M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$44.20M
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HIGH Institutional Buying and Selling by Quarter

Simplify Enhanced Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Royal Bank of Canada3,615$77K0.0%-70.4%0.099%
5/7/2026Legacy Wealth Managment LLC ID42,233$901K0.4%-16.9%1.151%
4/30/2026Elevated Capital Advisors LLC16,746$357K0.1%-96.0%0.456%
4/30/2026Kestra Advisory Services LLC10,082$215K0.0%-16.3%0.275%
4/29/2026WealthPLAN Partners LLC71,568$1.53M0.3%-23.1%1.950%
4/29/2026Integrated Advisors Network LLC13,415$286K0.0%-9.6%0.366%
4/24/2026Stegent Equity Advisors Inc.34,910$745K0.6%-58.4%0.907%
2/18/2026OLD Mission Capital LLC13,267$296K0.0%-75.7%0.206%
2/17/2026Integrated Advisors Network LLC14,837$331K0.0%-17.7%0.230%
2/17/2026Osaic Holdings Inc.136,196$3.04M0.0%-14.4%2.112%
2/17/2026Royal Bank of Canada12,227$273K0.0%+18.5%0.190%
2/16/2026Arax Advisory Partners3,755$84K0.0%-86.5%0.058%
2/13/2026Beacon Capital Management LLC82,454$1.84M0.3%-84.6%1.278%
2/13/2026Summit Financial LLC35,265$787K0.0%-4.2%0.547%
2/12/2026Steward Partners Investment Advisory LLC17,931$400K0.0%-54.7%0.278%
2/12/2026Altiora Financial Group LLC88,800$1.98M0.3%N/A1.377%
2/12/2026WealthPLAN Partners LLC93,014$2.08M0.3%-13.8%1.442%
2/12/2026Principal Securities Inc.599,795$13.38M0.2%+15.2%9.299%
2/11/2026Howard Bailey Securities LLC80,330$1.79M0.7%N/A1.245%
2/11/2026LPL Financial LLC295,843$6.60M0.0%+2.8%4.587%
2/10/2026Foundations Investment Advisors LLC12,321$275K0.0%+37.2%0.191%
2/6/2026Lloyd Advisory Services LLC.10,460$233K0.1%N/A0.162%
2/6/2026Blackston Financial Advisory Group LLC30,170$673K0.4%-23.0%0.468%
2/6/2026Authentikos Wealth Advisory LLC48,310$1.08M0.7%-39.4%0.749%
2/5/2026WealthPlan Investment Management LLC353,781$7.89M0.5%-36.8%5.485%
2/5/2026Panoramic Investment Advisors LLC10,350$231K0.1%-8.4%0.160%
2/3/2026Legacy Wealth Managment LLC ID50,805$1.13M0.5%-38.8%0.776%
2/3/2026Encompass More Asset Management90,554$2.02M0.4%+2.4%1.383%
2/2/2026FSA Advisors Inc.62,589$1.40M0.2%N/A0.956%
2/2/2026B.O.S.S. Retirement Advisors LLC66,624$1.49M0.5%+34.6%1.017%
1/30/2026Pekin Hardy Strauss Inc.9,625$215K0.0%-41.0%0.147%
1/29/2026NBC Securities Inc.2,747$61K0.0%N/A0.042%
1/27/2026Elevated Capital Advisors LLC420,805$9.39M2.2%+20.8%6.425%
1/27/2026TME Financial Inc.47,068$1.05M0.7%-29.6%0.719%
1/26/2026AE Wealth Management LLC536,199$11.96M0.1%-36.6%8.186%
1/26/2026Key Capital Management INC99,631$2.22M2.2%N/A1.521%
1/26/2026Decker Retirement Planning Inc.8,566$191K0.1%-68.8%0.131%
1/22/2026Networth Advisors LLC21,420$478K0.4%N/A0.327%
1/21/2026Sound Income Strategies LLC1,125$25K0.0%+137.3%0.017%
1/14/2026Stegent Equity Advisors Inc.83,991$1.87M1.5%-11.9%1.282%
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1/14/2026Redhawk Wealth Advisors Inc.17,697$395K0.0%-44.5%0.270%
11/17/2025Citadel Advisors LLC39,588$914K0.0%+74.0%0.495%
11/13/2025Prevail Innovative Wealth Advisors LLC98,197$2.27M0.4%-13.8%1.227%
11/13/2025CreativeOne Wealth LLC23,967$553K0.0%N/A0.300%
11/13/2025Blackston Financial Advisory Group LLC39,205$905K0.5%+52.3%0.490%
11/12/2025Integrated Advisors Network LLC18,022$416K0.0%+36.8%0.225%
11/10/2025Pekin Hardy Strauss Inc.16,325$377K0.0%-10.5%0.204%
11/7/2025Beacon Capital Management LLC535,511$12.37M1.8%-1.4%6.694%
11/6/2025Whipplewood Advisors LLC2,909$67K0.0%-55.5%0.036%
11/5/2025B.O.S.S. Retirement Advisors LLC49,499$1.14M0.3%+37.1%0.619%
11/5/2025Authentikos Wealth Advisory LLC79,783$1.84M1.2%+15.7%0.997%
11/5/2025Envestnet Asset Management Inc.242,057$5.59M0.0%+10.5%3.026%
11/4/2025Guerra Advisors Inc13,813$319K0.1%-4.6%0.173%
11/3/2025Foundations Investment Advisors LLC8,979$207K0.0%N/A0.112%
11/3/2025AE Wealth Management LLC845,912$19.53M0.1%+2.1%10.574%
10/30/2025Parkside Financial Bank & Trust2,769$64K0.0%-13.9%0.035%
10/27/2025WealthPLAN Partners LLC107,873$2.49M0.4%+0.6%1.353%
10/27/2025WealthPlan Investment Management LLC559,666$12.92M0.9%+0.7%7.022%
10/27/2025Decker Retirement Planning Inc.27,479$634K0.3%+2.4%0.345%
10/17/2025Encompass More Asset Management88,427$2.04M0.4%+30.7%1.119%
10/9/2025Redhawk Wealth Advisors Inc.31,883$736K0.1%+55.6%0.404%
9/4/2025Osaic Holdings Inc.157,821$3.82M0.0%+4.5%1.968%
8/15/2025Prevail Innovative Wealth Advisors LLC113,954$2.76M0.6%-3.1%1.421%
8/14/2025Raymond James Financial Inc.1,926$47K0.0%N/A0.024%
8/14/2025Napa Wealth Management62,550$1.52M0.7%-11.8%0.780%
8/14/2025Transce3nd LLC7,290$177K0.1%+6.4%0.091%
8/12/2025Steward Partners Investment Advisory LLC43,630$1.06M0.0%-13.9%0.544%
8/7/2025Blackston Financial Advisory Group LLC25,740$624K0.3%N/A0.324%
8/6/2025Decker Retirement Planning Inc.26,835$650K0.4%+174.9%0.338%
8/6/2025AE Wealth Management LLC828,157$20.07M0.1%+33.6%10.417%
8/6/2025Legacy Wealth Managment LLC ID181,762$4.40M2.3%+29.4%2.286%
8/6/2025Pekin Hardy Strauss Inc.18,240$442K0.1%-11.6%0.229%
8/5/2025TME Financial Inc.60,833$1.47M1.2%-6.9%0.765%
8/1/2025FSA Advisors Inc.88,640$2.15M1.7%+119.5%1.115%
8/1/2025Envestnet Asset Management Inc.219,061$5.31M0.0%+2.4%2.755%
7/31/2025Whipplewood Advisors LLC6,535$158K0.1%+31.7%0.082%
7/31/2025Stegent Equity Advisors Inc.95,733$2.32M2.1%-3.4%1.204%
7/30/2025Mid American Wealth Advisory Group Inc.1,191$29K0.0%-99.1%0.015%
7/28/2025WealthPLAN Partners LLC107,206$2.60M0.4%-33.3%1.349%
7/28/2025WealthPlan Investment Management LLC556,049$13.47M1.0%+14.4%6.994%
7/24/2025IFP Advisors Inc11,607$281K0.0%+5.5%0.146%
7/18/2025B.O.S.S. Retirement Advisors LLC36,113$875K0.2%+164.6%0.454%
7/17/2025Beacon Capital Management LLC543,354$13.17M1.8%+15.0%6.835%
5/19/2025Jane Street Group LLC17,900$393K0.0%-75.4%0.229%
5/16/2025Legacy Wealth Managment LLC ID140,494$3.08M2.2%-21.2%1.801%
5/15/2025OLD Mission Capital LLC17,422$382K0.0%-55.5%0.223%
5/14/2025CreativeOne Wealth LLC45,938$1.01M0.0%-32.6%0.589%
5/14/2025Napa Wealth Management70,882$1.56M0.9%-10.4%0.909%
5/13/2025Seaview Investment Managers LLC30,656$673K0.2%-6.8%0.393%
5/12/2025WealthPLAN Partners LLC160,649$3.53M0.5%+2.8%2.060%
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5/12/2025WealthPlan Investment Management LLC486,242$10.67M1.1%-2.4%6.234%
5/9/2025Encompass More Asset Management66,665$1.46M0.4%+12.7%0.855%
5/8/2025FSA Advisors Inc.40,379$886K0.7%+77.6%0.518%
5/7/2025LPL Financial LLC243,253$5.34M0.0%-32.5%3.119%
5/7/2025Inspire Advisors LLC13,588$298K0.0%+4.4%0.174%
5/6/2025Brookwood Investment Group LLC15,704$345K0.1%N/A0.201%
5/6/2025AE Wealth Management LLC620,100$13.61M0.1%+8.1%7.950%
5/5/2025IFP Advisors Inc10,998$241K0.0%+11.6%0.141%
5/5/2025Private Advisor Group LLC107,195$2.35M0.0%-21.5%1.374%
5/5/2025Transce3nd LLC6,850$150K0.1%N/A0.088%


HIGH Institutional Ownership - Frequently Asked Questions

During the previous two years, 104 institutional investors and hedge funds held shares of Simplify Enhanced Income ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($15.58M), Principal Securities Inc. ($13.38M), AE Wealth Management LLC ($11.96M), Astor Investment Management LLC ($8.06M), WealthPlan Investment Management LLC ($7.89M), LPL Financial LLC ($6.60M), and Peak Financial Advisors LLC ($6.24M).Learn more on Simplify Enhanced Income ETF's institutional investors.

Of the 83 institutional investors that purchased Simplify Enhanced Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management LLC ($543.35K), AE Wealth Management LLC ($322.53K), Elevated Capital Advisors LLC ($240.01K), Private Advisor Group LLC ($234.47K), Principal Securities Inc. ($217.97K), POM Investment Strategies LLC ($186.97K), and Legacy Investment Solutions LLC ($178.33K).

Institutional investors have bought a total of 1,240,750 shares in the last 24 months. This purchase volume represents approximately $28.81M in transactions.

Of the 28 institutional investors that sold Simplify Enhanced Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management LLC ($460.90K), Elevated Capital Advisors LLC ($404.06K), AE Wealth Management LLC ($309.71K), WealthPlan Investment Management LLC ($205.89K), Mid American Wealth Advisory Group Inc. ($132.02K), WealthPLAN Partners LLC ($89.75K), and Stegent Equity Advisors Inc. ($63.76K).

Institutional investors have sold a total of 1,983,089 shares in the last 24 months. This volume of shares sold represents approximately $44.20M in transactions.


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This page (NYSEARCA:HIGH) was last updated on 7/5/2026 by MarketBeat.com Staff.
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