Simplify Enhanced Income ETFHIGHETF
13F holders, Q3 2024 (September 30)86holders +3
16new positions
17sold out
1famous investor
$23.45avg. 13F price*
At the end of Q3 2024, 86 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings, up 3 from Q2 2024. 16 opened new positions and 17 sold out. The largest holders were Private Advisor Group, LLC ($25.5M), UBS Group AG ($17.6M) and Wells Fargo & Company ($16.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Enhanced Income ETF
- CUSIP
- 82889N632
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $10.7M |
| Exits | 17 | $14.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,228,430 shares bought and 2,038,099 shares sold, net −809,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Private Advisor Group, LLC | 0.16% | Add +5.1% | 1,088,373 | $25.5M |
| UBS Group AG | 0.00% | Reduce -12.1% | 750,797 | $17.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 694,946 | $16.3M |
| WealthPlan Investment Management, LLC | 1.29% | Reduce -23.1% | 542,236 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.5% | 541,891 | $12.7M |
| LPL Financial LLC | 0.00% | Reduce -4.6% | 439,341 | $10.3M |
| 3EDGE Asset Management, LP | 0.58% | Add +68.1% | 351,246 | $8.2M |
| Astor Investment Management LLC | 3.86% | Reduce -5.5% | 343,987 | $8.1M |
| Principal Securities, Inc. | 0.16% | Add +49.7% | 282,114 | $6.6M |
| Arq Wealth Advisors, LLC | 2.00% | Add +3.6% | 225,300 | $5.3M |
| JT Stratford LLC | 0.83% | Add +3.2% | 205,702 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +26.6% | 198,971 | $4.7M |
| WealthPLAN Partners, LLC | 0.53% | Reduce -56.2% | 167,527 | $3.9M |
| BlackDiamond Wealth Management, LLC | 2.19% | Add +19.6% | 153,690 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.9% | 139,200 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +1.9% | 139,200 | $3.3M |
| Jane Street Group, LLC | 0.01% | Add +138.3% | 136,863 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 125,329 | $2.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.88% | New | 122,496 | $2.9M |
| Stegent Equity Advisors, Inc. | 3.03% | Reduce -27.7% | 116,903 | $2.7M |
| AE Wealth Management LLC | 0.02% | Reduce -7.3% | 116,903 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +0.5% | 108,553 | $2.5M |
| Flow Traders U.S. LLC | 0.11% | Reduce -25.1% | 94,702 | $2.2M |
| Legacy Capital Group California, Inc. | 0.71% | Add +3.9% | 90,984 | $2.1M |
| Pekin Hardy Strauss, Inc. | 0.27% | Add +9.4% | 90,420 | $2.1M |
| Napa Wealth Management | 0.99% | New | 89,133 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +435.8% | 78,294 | $1.8M |
| Accurate Wealth Management, LLC | 0.35% | Add +54.8% | 74,109 | $1.7M |
| Mid-American Wealth Advisory Group, Inc. | 0.95% | Add +68.6% | 64,623 | $1.5M |
| Legacy Investment Solutions, LLC | 0.80% | — | 55,651 | $1.3M |
| Legacy Wealth Managment, LLC | 0.80% | — | 55,651 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +123.1% | 54,781 | $1.3M |
| Andina Capital Management, LLC | 0.97% | Add +13.1% | 54,424 | $1.3M |
| Encompass More Asset Management | 0.48% | Add +19.1% | 53,715 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +215.4% | 47,873 | $1.1M |
| Inspire Advisors, LLC | 0.13% | New | 46,413 | $1.1M |
| Narus Financial Partners, LLC | 0.35% | Reduce -33.9% | 41,807 | $980K |
| Citadel Advisors | 0.00% | New | 38,732 | $908K |
| Seaview Investment Managers LLC | 0.25% | Reduce -7.5% | 36,071 | $846K |
| HighTower Advisors, LLC | 0.00% | Add +5.8% | 33,239 | $778K |
| GeoWealth Management, LLC | 0.02% | Reduce -4.4% | 29,302 | $687K |
| Old Mission Capital LLC | 0.02% | New | 29,284 | $687K |
| Arax Advisory Partners | 0.06% | Reduce -8.5% | 27,295 | $640K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +64.4% | 27,039 | $634K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -81.8% | 26,615 | $624K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 25,374 | $595K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 23,172 | $543K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 21,842 | $514K |
| IHT Wealth Management, LLC | 0.01% | Add +4.2% | 20,662 | $484K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Add +5.9% | 18,688 | $438K |
| Sigma Planning Corp | 0.01% | Add +95.0% | 18,476 | $433K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.7% | 16,163 | $379K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.6% | 15,145 | $355K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -97.5% | 14,923 | $350K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.0% | 14,489 | $340K |
| Belpointe Asset Management LLC | 0.02% | Add +16.8% | 14,134 | $331K |
| Fortis Capital Advisors, LLC | 0.11% | Add +16.7% | 14,116 | $331K |
| New Century Financial Group, LLC | 0.12% | New | 13,735 | $322K |
| Townsquare Capital LLC | 0.00% | New | 12,922 | $303K |
| CPA Asset Management Group, LLC | 0.15% | Reduce -33.3% | 12,884 | $302K |
| Advisory Services Network, LLC | 0.01% | No change | 12,135 | $295K |
| DAVENPORT & Co LLC | 0.00% | Add +0.9% | 10,873 | $255K |
| Mutual Advisors, LLC | 0.01% | Add +2.6% | 10,793 | $254K |
| Financial Sense Advisors, Inc. | 0.07% | Reduce -66.8% | 10,750 | $252K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.9% | 10,637 | $249K |
| Harbour Investments, Inc. | 0.01% | Add +3996.4% | 10,323 | $242K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -4.2% | 10,122 | $237K |
| Panoramic Investment Advisors, LLC | 0.16% | — | 10,050 | $236K |
| IFP Advisors, Inc | 0.01% | Add +26.0% | 9,415 | $221K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -0.3% | 9,141 | $214K |
| Family Investment Center, Inc. | 0.05% | New | 8,768 | $206K |
| Royal Bank of Canada | 0.00% | New | 8,750 | $205K |
| Howard Bailey Securities, LLC | 0.08% | — | 8,740 | $205K |
| Independent Financial Group, LLC | 0.01% | Reduce -36.5% | 8,698 | $204K |
| Wolverine Trading, LLC | 0.01% | New | 8,686 | $204K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -5.0% | 6,765 | $159K |
| Bessemer Group Inc. | 0.00% | New | 4,500 | $106K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -21.0% | 3,196 | $75K |
| Peterson Financial Group, Inc. | 0.10% | New | 1,136 | $27K |
| Cwm, LLC | 0.00% | New | 1,049 | $25K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -96.3% | 599 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 428 | $10K |
| Mather Group, Llc. | 0.00% | Reduce -70.9% | 383 | $9K |
| Aspire Private Capital, LLC | 0.00% | Add +3.7% | 167 | $4K |
| National Bank of Canada | 0.00% | No change | 133 | $3K |
| Morgan Stanley | 0.00% | Reduce -99.5% | 1 | $46 |
"% of holder's portfolio" is HIGH's weight in each manager's 13F, not the share of Simplify Enhanced Income ETF the manager owns.