Simplify Enhanced Income ETFHIGHETF

13F holders, Q1 2024 (March 31)
76holders
$23.52avg. 13F price*

At the end of Q1 2024, 76 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings. The largest holders were Propel Bio Management, LLC ($28.0M), Private Advisor Group, LLC ($20.8M) and Wells Fargo & Company ($18.4M).

Company
Simplify Enhanced Income ETF
CUSIP
82889N632
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 76Q1 2024Q2 2024: 83Q2 2024Q3 2024: 86Q3 2024Q4 2024: 90Q4 2024Q1 2025: 58Q1 2025Q2 2025: 57Q2 2025Q3 2025: 52Q3 2025Q4 2025: 51Q4 2025Q1 2026: 42Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions22$43.8M
Exits5$1.3M

Ownership 76 holders

Propel Bio Management, LLC 16.29% Add +1141.5% 1,492,581 $28.0M
Private Advisor Group, LLC 0.15% Add +16.5% 853,908 $20.8M
Wells Fargo & Company 0.00% Reduce -4.2% 754,252 $18.4M
WealthPlan Investment Management, LLC 2.45% New 658,900 $16.1M
Richard P Slaughter Associates Inc 3.39% Add +6882.4% 572,627 $14.0M
3EDGE Asset Management, LP 0.87% Add +261.8% 457,132 $11.2M
Envestnet Asset Management Inc. 0.00% Add +25.5% 456,750 $11.1M
Astor Investment Management LLC 4.03% Reduce -2.4% 416,060 $10.2M
WealthPLAN Partners, LLC 0.97% New 384,550 $9.4M
LPL Financial LLC 0.00% Add +304.6% 286,243 $7.0M
Arq Wealth Advisors, LLC 2.25% New 212,283 $5.2M
Peak Financial Advisors LLC 3.07% Reduce -54.8% 206,753 $5.0M
UBS Group AG 0.00% New 187,377 $4.6M
JT Stratford LLC 0.86% New 176,136 $4.3M
Flagship Harbor Advisors, LLC 0.25% Add +15.4% 161,626 $3.9M
Principal Securities, Inc. 0.11% Add +720.4% 146,980 $3.6M
Truist Financial Corp. 0.00% Reduce -1.6% 126,397 $3.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -4.6% 126,175 $3.1M
Orion Portfolio Solutions, LLC 0.03% Reduce -4.6% 126,175 $3.1M
BlackDiamond Wealth Management, LLC 2.12% Add +9.2% 122,127 $3.0M
Simplify Asset Management Inc. 0.28% Reduce -0.1% 120,221 $2.9M
Jane Street Group, LLC 0.00% Reduce -10.6% 119,884 $2.9M
Osaic Holdings, Inc. 0.01% Reduce -57.7% 111,617 $2.7M
Atria Investments, Inc 0.04% Add +1.6% 107,222 $2.6M
Legacy Capital Group California, Inc. 0.81% Reduce -1.2% 89,688 $2.2M
Citizens Financial Group Inc. 0.07% Add +28.3% 89,371 $2.2M
AE Wealth Management LLC 0.02% Reduce -55.1% 75,940 $1.9M
Pekin Hardy Strauss, Inc. 0.24% Add +33.8% 72,827 $1.8M
Prosperity Wealth Management, Inc. 0.77% Reduce -11.9% 66,995 $1.6M
CreativeOne Wealth, LLC 0.06% Add +494.4% 60,494 $1.5M
Flow Traders U.S. LLC 0.08% Add +284.4% 60,372 $1.5M
Wealthcare Advisory Partners LLC 0.05% Add +13.2% 58,543 $1.4M
Continuum Advisory, LLC 0.21% Add +0.8% 56,321 $1.4M
Narus Financial Partners, LLC 0.52% Add +3.1% 50,355 $1.2M
Encompass More Asset Management 0.84% Add +8.3% 41,500 $1.0M
Arax Advisory Partners 0.08% Reduce -9.9% 29,729 $725K
GeoWealth Management, LLC 0.03% Add +268.3% 28,602 $698K
HighTower Advisors, LLC 0.00% Add +15.4% 28,428 $694K
Elevated Capital Advisors, LLC 0.20% Reduce -22.0% 28,255 $689K
Independent Financial Group, LLC 0.03% Add +12.3% 24,835 $606K
Fortis Capital Advisors, LLC 0.25% New 24,257 $592K
Belpointe Asset Management LLC 0.04% New 24,257 $592K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% New 23,493 $573K
Andina Capital Management, LLC 0.43% New 22,394 $546K
Kestra Advisory Services, LLC 0.00% Add +32.0% 21,166 $516K
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.8% 21,026 $513K
Mid-American Wealth Advisory Group, Inc. 0.33% New 20,040 $489K
AlphaMark Advisors, LLC 0.14% Reduce -8.3% 16,298 $398K
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.1% 12,965 $316K
CPA Asset Management Group, LLC 0.17% New 12,681 $309K
Advisory Services Network, LLC 0.01% Add +2.5% 12,319 $301K
Arete Wealth Advisors, LLC 0.03% Reduce -72.5% 12,306 $300K
Bank of New York Mellon Corp 0.00% Reduce -18.0% 12,075 $295K
Stegent Equity Advisors, Inc. 0.29% New 11,789 $288K
Fortitude Family Office, LLC 0.19% Add +136.5% 11,603 $283K
DAVENPORT & Co LLC 0.00% New 10,773 $263K
Axxcess Wealth Management, LLC 0.01% Reduce -2.9% 10,640 $260K
Mutual Advisors, LLC 0.01% New 9,969 $243K
Sigma Planning Corp 0.01% New 9,732 $237K
Fourpath Capital Management, LLC 0.16% Reduce -0.7% 9,186 $224K
IFP Advisors, Inc 0.01% Add +99.6% 8,433 $206K
Outlook Wealth Advisors, LLC 0.06% Reduce -63.0% 8,286 $202K
Raleigh Capital Management Inc. 0.07% Reduce -13.1% 7,036 $172K
Parkside Financial Bank & Trust 0.02% New 3,968 $97K
Mather Group, Llc. 0.00% New 1,315 $32K
CoreCap Advisors, LLC 0.00% New 901 $22K
NewEdge Advisors, LLC 0.00% Reduce -96.0% 720 $18K
Macroview Investment Management LLC 0.02% New 623 $15K
Harbour Investments, Inc. 0.00% New 498 $12K
First Horizon Advisors, Inc. 0.00% No change 428 $10K
Aspire Private Capital, LLC 0.00% Add +4.5% 161 $4K
National Bank of Canada 0.00% New 133 $3K
Heck Capital Advisors, LLC 0.00% No change 51 $1K
Signaturefd, LLC 0.00% Add +5.0% 42 $1K
WR Wealth Planners, LLC 0.00% New 36 $878
Morgan Stanley 0.00% Reduce -50.0% 1 $37

"% of holder's portfolio" is HIGH's weight in each manager's 13F, not the share of Simplify Enhanced Income ETF the manager owns.