Simplify Enhanced Income ETFHIGHETF
13F holders, Q2 2024 (June 30)83holders +7
15new positions
8sold out
$24.29avg. 13F price*
At the end of Q2 2024, 83 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings, up 7 from Q1 2024. 15 opened new positions and 8 sold out. The largest holders were Private Advisor Group, LLC ($25.2M), UBS Group AG ($20.7M) and Wells Fargo & Company ($17.5M).
- Company
- Simplify Enhanced Income ETF
- CUSIP
- 82889N632
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.4M |
| Exits | 8 | $32.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,960,461 shares bought and 2,214,028 shares sold, net −253,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Private Advisor Group, LLC | 0.17% | Add +21.2% | 1,035,197 | $25.2M |
| UBS Group AG | 0.01% | Add +355.7% | 853,796 | $20.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.7% | 719,137 | $17.5M |
| WealthPlan Investment Management, LLC | 2.59% | Add +7.0% | 705,012 | $17.1M |
| Richard P Slaughter Associates Inc | 3.49% | Add +6.1% | 607,789 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 473,214 | $11.5M |
| LPL Financial LLC | 0.01% | Add +60.9% | 460,534 | $11.2M |
| WealthPLAN Partners, LLC | 1.00% | Reduce -0.6% | 382,193 | $9.3M |
| Astor Investment Management LLC | 4.07% | Reduce -12.6% | 363,846 | $8.8M |
| Peak Financial Advisors LLC | 3.58% | Add +24.2% | 256,871 | $6.2M |
| Arq Wealth Advisors, LLC | 2.29% | Add +2.5% | 217,547 | $5.3M |
| 3EDGE Asset Management, LP | 0.40% | Reduce -54.3% | 208,914 | $5.1M |
| JT Stratford LLC | 0.90% | Add +13.2% | 199,408 | $4.8M |
| Principal Securities, Inc. | 0.13% | Add +28.2% | 188,442 | $4.6M |
| Stegent Equity Advisors, Inc. | 4.09% | Add +1271.0% | 161,621 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +40.8% | 157,131 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -9.7% | 145,989 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +8.2% | 136,564 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +8.2% | 136,564 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +2.0% | 128,878 | $3.1M |
| Flow Traders U.S. LLC | 0.15% | Add +109.5% | 126,451 | $3.1M |
| AE Wealth Management LLC | 0.03% | Add +66.0% | 126,061 | $3.1M |
| BlackDiamond Wealth Management, LLC | 2.01% | Add +5.2% | 128,450 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +0.8% | 108,070 | $2.6M |
| Citizens Financial Group Inc. | 0.05% | Add +2.0% | 91,145 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +53.3% | 89,732 | $2.2M |
| Legacy Capital Group California, Inc. | 0.77% | Reduce -2.4% | 87,578 | $2.1M |
| Pekin Hardy Strauss, Inc. | 0.28% | Add +13.5% | 82,657 | $2.0M |
| Narus Financial Partners, LLC | 0.62% | Add +25.6% | 63,236 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -52.1% | 57,423 | $1.4M |
| Continuum Advisory, LLC | 0.20% | Reduce -0.1% | 56,291 | $1.4M |
| Andina Capital Management, LLC | 0.88% | Add +114.9% | 48,120 | $1.2M |
| Accurate Wealth Management, LLC | 0.28% | New | 47,867 | $1.2M |
| Encompass More Asset Management | 0.78% | Add +8.7% | 45,101 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.50% | Reduce -37.9% | 41,626 | $1.0M |
| Seaview Investment Managers LLC | 0.29% | New | 38,998 | $948K |
| Mid-American Wealth Advisory Group, Inc. | 0.59% | Add +91.3% | 38,329 | $931K |
| Financial Sense Advisors, Inc. | 0.25% | New | 32,419 | $788K |
| HighTower Advisors, LLC | 0.00% | Add +10.5% | 31,416 | $766K |
| GeoWealth Management, LLC | 0.03% | Add +7.1% | 30,638 | $745K |
| Arax Advisory Partners | 0.07% | Add +0.4% | 29,840 | $725K |
| Commonwealth Equity Services, LLC | 0.00% | New | 24,552 | $597K |
| SFG Wealth Management, LLC. | 0.29% | New | 20,988 | $510K |
| IHT Wealth Management, LLC | 0.02% | New | 19,830 | $482K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.6% | 19,563 | $475K |
| CPA Asset Management Group, LLC | 0.25% | Add +52.4% | 19,327 | $470K |
| GTS Securities LLC | 0.01% | New | 18,256 | $444K |
| Legacy Capital Wealth Partners, LLC | 0.11% | New | 17,648 | $429K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.9% | 16,851 | $409K |
| Redhawk Wealth Advisors, Inc. | 0.06% | New | 16,446 | $400K |
| AlphaMark Advisors, LLC | 0.13% | Reduce -2.0% | 15,967 | $388K |
| Susquehanna International Group, LLP | 0.00% | New | 15,180 | $369K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -75.8% | 14,613 | $355K |
| Independent Financial Group, LLC | 0.01% | Reduce -44.9% | 13,691 | $333K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.8% | 12,859 | $312K |
| Arete Wealth Advisors, LLC | 0.03% | Add +4.5% | 12,859 | $312K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.5% | 12,135 | $295K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -50.1% | 12,098 | $294K |
| Belpointe Asset Management LLC | 0.02% | Reduce -50.1% | 12,098 | $294K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.3% | 11,429 | $278K |
| DAVENPORT & Co LLC | 0.00% | No change | 10,773 | $262K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.7% | 10,561 | $257K |
| Mutual Advisors, LLC | 0.01% | Add +5.6% | 10,524 | $252K |
| Sigma Planning Corp | 0.01% | Reduce -2.6% | 9,477 | $230K |
| Fourpath Capital Management, LLC | 0.17% | Reduce -0.1% | 9,173 | $223K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,817 | $214K |
| IFP Advisors, Inc | 0.01% | Reduce -11.4% | 7,473 | $182K |
| Raleigh Capital Management Inc. | 0.07% | Add +1.2% | 7,119 | $173K |
| Fortitude Family Office, LLC | 0.07% | Reduce -57.2% | 4,964 | $121K |
| Parkside Financial Bank & Trust | 0.02% | Add +2.0% | 4,047 | $98K |
| Mather Group, Llc. | 0.00% | No change | 1,315 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 901 | $22K |
| Heck Capital Advisors, LLC | 0.00% | Add +1274.5% | 701 | $17K |
| First Horizon Advisors, Inc. | 0.00% | No change | 428 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 324 | $8K |
| NewEdge Advisors, LLC | 0.00% | Reduce -55.6% | 320 | $8K |
| Harbour Investments, Inc. | 0.00% | Reduce -49.4% | 252 | $6K |
| Morgan Stanley | 0.00% | Add +21500.0% | 216 | $5K |
| Aspire Private Capital, LLC | 0.00% | No change | 161 | $4K |
| National Bank of Canada | 0.00% | No change | 133 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 70 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 30 | $729 |
| FMR LLC | 0.00% | New | 1 | $24 |
"% of holder's portfolio" is HIGH's weight in each manager's 13F, not the share of Simplify Enhanced Income ETF the manager owns.