Who Owns Simplify Enhanced Income ETF (HIGH)?Hedge Fund & Institutional Holders

$21.47-0.03 (-0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.388000789200034e+194T

% of Float Held

—

QoQ Change in Holders

+13 / -6

Price History

$21.27$22.23$23.19$24.14$25.10Aug 24May 25Mar 26

HIGH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WealthPlan Investment Management, LLCNew Position+354K+$7.9B
Encompass More Asset ManagementNew Position+91K+$2.0B
Altiora Financial Group, LLCNew Position+89K+$2.0B
HOWARD BAILEY SECURITIES, LLCNew Position+80K+$1.8B
B.O.S.S. Retirement Advisors, LLCNew Position+67K+$1.5B
FSA Advisors, Inc.New Position+63K+$1.4B
Elevated Capital Advisors, LLCIncreased+73K+$1.3B
Authentikos Wealth Advisory, LLCNew Position+48K+$1.1B
Lloyd Advisory Services, LLC.New Position+10K+$233.0M
PANORAMIC INVESTMENT ADVISORS, LLCNew Position+10K+$230.0M
Decker Retirement Planning Inc.New Position+9K+$191.0M
Whipplewood Advisors, LLCNew Position+3K+$64.0M
Parkside Financial Bank & TrustNew Position+3K+$61.0M
Sound Income Strategies, LLCIncreased+651+$14.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+288K+$6.0M

HIGH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beacon Capital Management, LLCDecreased-453K-$10.5B
POM Investment Strategies, LLCDecreased-160K-$3.8B
FLAGSHIP HARBOR ADVISORS, LLCClosed Position-146K-$3.5B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCClosed Position-98K-$2.3B
NAPA WEALTH MANAGEMENTClosed Position-76K-$1.8B
OSAIC HOLDINGS, INC.Decreased-23K-$1.7B
OLD MISSION CAPITAL LLCDecreased-41K-$966.3M
CITADEL ADVISORS LLCClosed Position-40K-$914.1M
Steward Partners Investment Advisory, LLCDecreased-22K-$913.3M
Legacy Wealth Managment, LLC/IDDecreased-32K-$783.6M
J HAGAN CAPITAL, INC.Closed Position-33K-$766.3M
Arax Advisory PartnersDecreased-24K-$620.0M
CreativeOne Wealth, LLCClosed Position-24K-$553.4M
TME FINANCIAL, INC.Decreased-20K-$493.6M
Integrated Advisors Network LLCDecreased-3K-$416.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Elevated Capital Advisors, LLC420,805$9.4B2.19%Share
2WealthPlan Investment Management, LLC353,781$7.9B0.50%Share
3POM Investment Strategies, LLC152,194$3.4B1.75%Share
4Encompass More Asset Management90,554$2.0B0.37%Share
5OSAIC HOLDINGS, INC.107,407$2.0B0.00%Share
6Altiora Financial Group, LLC88,800$2.0B0.34%Share
7Beacon Capital Management, LLC82,454$1.8B0.29%Share
8HOWARD BAILEY SECURITIES, LLC80,330$1.8B0.71%Share
9B.O.S.S. Retirement Advisors, LLC66,624$1.5B0.47%Share
10FSA Advisors, Inc.62,589$1.4B0.97%Share
11Legacy Wealth Managment, LLC/ID50,535$1.1B0.54%Share
12Authentikos Wealth Advisory, LLC48,310$1.1B0.71%Share
13TME FINANCIAL, INC.47,068$1.1B0.74%Share
14Blackston Financial Advisory Group, LLC30,170$673.0M0.41%Share
15OLD MISSION CAPITAL LLC13,267$295.0M0.01%Share
16Lloyd Advisory Services, LLC.10,460$233.0M0.09%Share
17PANORAMIC INVESTMENT ADVISORS, LLC10,350$230.0M0.12%Share
18Decker Retirement Planning Inc.8,566$191.0M0.09%Share
19Whipplewood Advisors, LLC2,909$64.0M0.04%Share
20Parkside Financial Bank & Trust2,769$61.0M0.00%Share
21UBS Group AG1,480$33.0M0.00%Share
22Sound Income Strategies, LLC1,125$25.0M0.00%Share
23UBS Group AG653$14.0M0.00%Share
24PRINCIPAL SECURITIES, INC.599,795$13.0M0.20%Share
25ENVESTNET ASSET MANAGEMENT INC288,462$6.0M0.00%Share
26Legacy Wealth Managment, LLC/ID270$6.0M0.00%Share
27LPL Financial LLC295,843$6.0M0.00%Share
28Key Capital Management, INC99,631$2.2M2.20%Share
29WealthPLAN Partners, LLC92,956$2.1M0.31%Share
30Stegent Equity Advisors, Inc.83,991$1.9M1.46%Share
31Networth Advisors, LLC21,420$477K0.35%Share
32Redhawk Wealth Advisors, Inc.17,697$394K0.04%Share
33Pekin Hardy Strauss, Inc.9,625$214K0.02%Share
34NBC SECURITIES, INC.2,747$61K0.00%Share
35Luminist Capital LLC1,539$34K0.04%Share
36AE Wealth Management LLC526,527$11K0.00%Share
37HARBOUR INVESTMENTS, INC.252$5K0.00%Share
38WealthPLAN Partners, LLC58$1K0.00%Share
39MORGAN STANLEY1$00.00%Share
40Signature Equity Partners, LLC18$00.00%Share
41Arax Advisory Partners3,755$00.00%Share
42NATIONAL BANK OF CANADA /FI/133$00.00%Share
43IEQ CAPITAL, LLC31,925$00.00%Share
44AE Wealth Management LLC4,321$00.00%Share
45AE Wealth Management LLC27$00.00%Share
46AE Wealth Management LLC3,961$00.00%Share
47AE Wealth Management LLC928$00.00%Share
48AE Wealth Management LLC435$00.00%Share
49Summit Financial, LLC35,265$00.00%Share
50FOUNDATIONS INVESTMENT ADVISORS, LLC12,321$00.00%Share

HIGH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202551$38.3B+13
Q3 202538$57.1B-12
Q2 202550$114.5B-10
Q1 202560$97.7B-14
Q4 202474$8.1T+16
Q3 202458$34.6T+0
Q2 202458$18.3T+11
Q1 202447$18.1T—

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As of Q4 2025, 50 institutional investors hold HIGH (Simplify Enhanced Income ETF). The largest holder is Elevated Capital Advisors, LLC with $9.4B in shares. This quarter, 13 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own HIGH?

As of Q4 2025, 50 institutional investors report holding HIGH (Simplify Enhanced Income ETF) in their 13F filings.

Who is the largest institutional holder of HIGH?

The largest institutional holder of HIGH is Elevated Capital Advisors, LLC with $9.4B in shares.

Is institutional ownership of HIGH increasing or decreasing?

This quarter, 13 institutions opened new positions in HIGH and 6 closed their positions.