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Simplify Enhanced Income ETF (HIGH) Institutional Ownership

Simplify Enhanced Income ETF logo
$21.94 -0.05 (-0.23%)
As of 08/14/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$16.38M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$38.99M
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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%
5/7/2026 Legacy Wealth Managment LLC ID42,233$901K0.4%-16.9%1.151%
4/30/2026 Elevated Capital Advisors LLC16,746$357K0.1%-96.0%0.456%
4/30/2026 Kestra Advisory Services LLC10,082$215K0.0%-16.3%0.275%
4/29/2026 WealthPLAN Partners LLC71,568$1.53M0.3%-23.1%1.950%
4/29/2026 Integrated Advisors Network LLC13,415$286K0.0%-9.6%0.366%
4/24/2026 Stegent Equity Advisors Inc.34,910$745K0.6%-58.4%0.907%
2/18/2026OLD Mission Capital LLC13,267$296K0.0%-75.7%0.206%
2/17/2026 Integrated 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%
2/16/2026 Arax Advisory Partners3,755$84K0.0%-86.5%0.058%
2/13/2026 Beacon Capital Management LLC82,454$1.84M0.3%-84.6%1.278%
2/13/2026 Summit Financial LLC35,265$787K0.0%-4.2%0.547%
2/12/2026 Steward Partners Investment Advisory LLC17,931$400K0.0%-54.7%0.278%
2/12/2026 Altiora Financial Group LLC88,800$1.98M0.3%N/A1.377%
2/12/2026 WealthPLAN Partners LLC93,014$2.08M0.3%-13.8%1.442%
2/12/2026 Principal Securities Inc.599,795$13.38M0.2%+15.2%9.299%
2/11/2026 Howard Bailey Securities LLC80,330$1.79M0.7%N/A1.245%
2/11/2026 LPL Financial LLC295,843$6.60M0.0%+2.8%4.587%
2/10/2026Foundations Investment Advisors LLC12,321$275K0.0%+37.2%0.191%
2/6/2026 Lloyd 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%
2/5/2026 WealthPlan Investment Management LLC353,781$7.89M0.5%-36.8%5.485%
2/5/2026 Panoramic Investment Advisors LLC10,350$231K0.1%-8.4%0.160%
2/3/2026 Legacy Wealth Managment LLC ID50,805$1.13M0.5%-38.8%0.776%
2/3/2026 Encompass More Asset Management90,554$2.02M0.4%+2.4%1.383%
2/2/2026 FSA Advisors Inc.62,589$1.40M0.2%N/A0.956%
2/2/2026 B.O.S.S. Retirement Advisors LLC66,624$1.49M0.5%+34.6%1.017%
1/30/2026 Pekin Hardy Strauss Inc.9,625$215K0.0%-41.0%0.147%
1/29/2026 NBC Securities Inc.2,747$61K0.0%N/A0.042%
1/27/2026 Elevated Capital Advisors LLC420,805$9.39M2.2%+20.8%6.425%
1/27/2026 TME Financial Inc.47,068$1.05M0.7%-29.6%0.719%
1/26/2026 AE Wealth Management LLC536,199$11.96M0.1%-36.6%8.186%
1/26/2026 Key Capital Management INC99,631$2.22M2.2%N/A1.521%
1/26/2026 Decker Retirement Planning Inc.8,566$191K0.1%-68.8%0.131%
1/22/2026 Networth Advisors LLC21,420$478K0.4%N/A0.327%
1/21/2026 Sound Income Strategies LLC1,125$25K0.0%+137.3%0.017%
1/14/2026 Stegent Equity Advisors Inc.83,991$1.87M1.5%-11.9%1.282%
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1/14/2026 Redhawk Wealth Advisors Inc.17,697$395K0.0%-44.5%0.270%
11/17/2025Citadel Advisors LLC39,588$914K0.0%+74.0%0.495%
11/13/2025 Prevail Innovative Wealth Advisors LLC98,197$2.27M0.4%-13.8%1.227%
11/13/2025 CreativeOne Wealth LLC23,967$553K0.0%N/A0.300%
11/13/2025Blackston Financial Advisory Group LLC39,205$905K0.5%+52.3%0.490%
11/12/2025 Integrated Advisors Network LLC18,022$416K0.0%+36.8%0.225%
11/10/2025 Pekin Hardy Strauss Inc.16,325$377K0.0%-10.5%0.204%
11/7/2025 Beacon Capital Management LLC535,511$12.37M1.8%-1.4%6.694%
11/6/2025 Whipplewood Advisors LLC2,909$67K0.0%-55.5%0.036%
11/5/2025 B.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%
11/5/2025 Envestnet 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%
11/3/2025 AE Wealth Management LLC845,912$19.53M0.1%+2.1%10.574%
10/30/2025Parkside Financial Bank & Trust2,769$64K0.0%-13.9%0.035%
10/27/2025 WealthPLAN Partners LLC107,873$2.49M0.4%+0.6%1.353%
10/27/2025 WealthPlan Investment Management LLC559,666$12.92M0.9%+0.7%7.022%
10/27/2025 Decker Retirement Planning Inc.27,479$634K0.3%+2.4%0.345%
10/17/2025 Encompass More Asset Management88,427$2.04M0.4%+30.7%1.119%
10/9/2025 Redhawk 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%
8/15/2025 Prevail 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%
8/14/2025 Transce3nd LLC7,290$177K0.1%+6.4%0.091%
8/12/2025 Steward 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%
8/6/2025 Decker Retirement Planning Inc.26,835$650K0.4%+174.9%0.338%
8/6/2025 AE Wealth Management LLC828,157$20.07M0.1%+33.6%10.417%
8/6/2025 Legacy Wealth Managment LLC ID181,762$4.40M2.3%+29.4%2.286%
8/6/2025 Pekin Hardy Strauss Inc.18,240$442K0.1%-11.6%0.229%
8/5/2025 TME Financial Inc.60,833$1.47M1.2%-6.9%0.765%
8/1/2025 FSA Advisors Inc.88,640$2.15M1.7%+119.5%1.115%
8/1/2025 Envestnet Asset Management Inc.219,061$5.31M0.0%+2.4%2.755%
7/31/2025 Whipplewood Advisors LLC6,535$158K0.1%+31.7%0.082%
7/31/2025 Stegent Equity Advisors Inc.95,733$2.32M2.1%-3.4%1.204%
7/30/2025 Mid American Wealth Advisory Group Inc.1,191$29K0.0%-99.1%0.015%
7/28/2025 WealthPLAN Partners LLC107,206$2.60M0.4%-33.3%1.349%
7/28/2025 WealthPlan Investment Management LLC556,049$13.47M1.0%+14.4%6.994%
7/24/2025 IFP Advisors Inc11,607$281K0.0%+5.5%0.146%
7/18/2025 B.O.S.S. Retirement Advisors LLC36,113$875K0.2%+164.6%0.454%
7/17/2025 Beacon 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, 99 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 Envestnet Asset Management Inc. ($5.59M).Learn more on Simplify Enhanced Income ETF's institutional investors.

Of the 75 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 ($272.41K), Elevated Capital Advisors LLC ($240.01K), Principal Securities Inc. ($217.97K), POM Investment Strategies LLC ($186.97K), Legacy Investment Solutions LLC ($178.33K), and FSA Advisors Inc. ($151.23K).

Institutional investors have bought a total of 727,608 shares in the last 24 months. This purchase volume represents approximately $16.38M in transactions.

Of the 26 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), Stegent Equity Advisors Inc. ($60.41K), OLD Mission Capital LLC ($41.36K), and Legacy Wealth Managment LLC ID ($40.77K).

Institutional investors have sold a total of 1,768,312 shares in the last 24 months. This volume of shares sold represents approximately $38.99M in transactions.


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Institutional ownership data for NYSEARCA:HIGH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/18/2026. New 13F filings are added each quarter as they're published.
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