Simplify Enhanced Income ETFHIGHETF
13F holders, Q4 2024 (December 31)90holders +4
13new positions
16sold out
1famous investor
$23.03avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings, up 4 from Q3 2024. 13 opened new positions and 16 sold out. The largest holders were Wells Fargo & Company ($15.6M), AE Wealth Management LLC ($13.2M) and Envestnet Asset Management Inc. ($11.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $13.2M |
| Exits | 16 | $9.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,494,616 shares bought and 2,561,799 shares sold, net −1,067,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 676,918 | $15.6M |
| AE Wealth Management LLC | 0.11% | Add +390.6% | 573,506 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 514,289 | $11.8M |
| WealthPlan Investment Management, LLC | 1.13% | Reduce -8.1% | 498,091 | $11.5M |
| UBS Group AG | 0.00% | Reduce -46.2% | 403,712 | $9.3M |
| LPL Financial LLC | 0.00% | Reduce -18.0% | 360,365 | $8.3M |
| Astor Investment Management LLC | 4.13% | Add +1.8% | 350,313 | $8.1M |
| Principal Securities, Inc. | 0.17% | Add +16.1% | 327,452 | $7.5M |
| Beacon Capital Management, LLC | 0.90% | New | 301,627 | $6.9M |
| JT Stratford LLC | 0.77% | Reduce -1.2% | 203,174 | $4.7M |
| Legacy Investment Solutions, LLC | 2.71% | Add +220.4% | 178,325 | $4.1M |
| Legacy Wealth Managment, LLC | 2.71% | Add +220.4% | 178,325 | $4.1M |
| WealthPLAN Partners, LLC | 0.51% | Reduce -6.7% | 156,314 | $3.6M |
| BlackDiamond Wealth Management, LLC | 1.88% | Reduce -8.2% | 141,023 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.1% | 138,997 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -0.1% | 138,997 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -87.5% | 136,473 | $3.1M |
| Arq Wealth Advisors, LLC | 1.19% | Reduce -39.8% | 135,695 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.5% | 128,283 | $3.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.78% | Reduce -4.0% | 117,567 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.07% | New | 113,603 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -3.0% | 105,322 | $2.4M |
| Stegent Equity Advisors, Inc. | 2.42% | Reduce -11.5% | 103,480 | $2.4M |
| Mid-American Wealth Advisory Group, Inc. | 1.38% | Add +58.0% | 102,082 | $2.3M |
| 3EDGE Asset Management, LP | 0.14% | Reduce -72.0% | 98,454 | $2.3M |
| Legacy Capital Group California, Inc. | 0.66% | Add +4.0% | 94,626 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +58.6% | 86,867 | $2.0M |
| Napa Wealth Management | 0.79% | Reduce -11.2% | 79,113 | $1.8M |
| Tme Financial, Inc. | 1.59% | — | 72,475 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -46.9% | 72,742 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -13.0% | 68,136 | $1.6M |
| Accurate Wealth Management, LLC | 0.27% | Reduce -18.0% | 60,780 | $1.4M |
| Encompass More Asset Management | 0.45% | Add +10.2% | 59,174 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +124.9% | 57,060 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +16.5% | 55,759 | $1.3M |
| Brown Advisory Inc. | 0.00% | New | 55,000 | $1.3M |
| Andina Capital Management, LLC | 0.99% | Reduce -2.8% | 52,893 | $1.2M |
| Citadel Advisors | 0.00% | Add +17.3% | 45,442 | $1.0M |
| Old Mission Capital LLC | 0.02% | Add +33.8% | 39,187 | $902K |
| Elevated Capital Advisors, LLC | 0.23% | New | 36,497 | $840K |
| Kestra Advisory Services, LLC | 0.00% | Add +136.2% | 35,771 | $823K |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 33,407 | $769K |
| Seaview Investment Managers LLC | 0.21% | Reduce -8.8% | 32,895 | $757K |
| Pekin Hardy Strauss, Inc. | 0.08% | Reduce -68.2% | 28,780 | $663K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +6.1% | 28,691 | $660K |
| GeoWealth Management, LLC | 0.02% | Reduce -14.2% | 25,139 | $579K |
| Arax Advisory Partners | 0.04% | Reduce -10.2% | 24,510 | $564K |
| FSA Advisors, Inc. | 0.64% | New | 22,733 | $523K |
| IHT Wealth Management, LLC | 0.02% | Add +2.0% | 21,085 | $485K |
| Compass Capital Corp. /Ma/ | 0.18% | — | 20,218 | $465K |
| GK Wealth Management LLC | 0.54% | — | 18,490 | $426K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.5% | 18,418 | $424K |
| Townsquare Capital LLC | 0.00% | Add +32.9% | 17,176 | $395K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -21.9% | 17,070 | $393K |
| Advisory Services Network, LLC | 0.01% | Add +12.8% | 13,686 | $315K |
| Inspire Advisors, LLC | 0.04% | Reduce -72.0% | 13,010 | $299K |
| CPA Asset Management Group, LLC | 0.14% | Add +0.7% | 12,979 | $299K |
| New Century Financial Group, LLC | 0.12% | Reduce -7.8% | 12,667 | $294K |
| Belpointe Asset Management LLC | 0.02% | Reduce -13.7% | 12,194 | $287K |
| &partners | 0.00% | New | 12,235 | $284K |
| Fortis Capital Advisors, LLC | 0.10% | Reduce -14.8% | 12,027 | $283K |
| World Equity Group, Inc. | 0.06% | New | 12,156 | $280K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 11,276 | $260K |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 10,870 | $250K |
| Financial Sense Advisors, Inc. | 0.08% | No change | 10,750 | $247K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.7% | 10,621 | $244K |
| Panoramic Investment Advisors, LLC | 0.16% | Add +5.0% | 10,550 | $243K |
| Whipplewood Advisors, LLC | 0.14% | — | 10,487 | $241K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.0% | 10,251 | $238K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.7% | 10,297 | $237K |
| IFP Advisors, Inc | 0.01% | Add +4.7% | 9,854 | $227K |
| Fourpath Capital Management, LLC | 0.04% | No change | 9,141 | $210K |
| Royal Bank of Canada | 0.00% | Add +4.5% | 9,144 | $210K |
| Harbour Investments, Inc. | 0.01% | Reduce -16.5% | 8,619 | $198K |
| Raleigh Capital Management Inc. | 0.06% | Add +2.8% | 6,954 | $160K |
| Parkside Financial Bank & Trust | 0.01% | Add +46.6% | 4,686 | $108K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,809 | $88K |
| New Wave Wealth Advisors LLC | 0.03% | New | 2,684 | $62K |
| Decker Retirement Planning Inc. | 0.03% | — | 2,574 | $59K |
| Luminist Capital LLC | 0.08% | — | 1,973 | $45K |
| Kestra Investment Management, LLC | 0.00% | New | 1,627 | $37K |
| Cwm, LLC | 0.00% | Add +1.6% | 1,066 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 921 | $21K |
| AlphaMark Advisors, LLC | 0.01% | No change | 599 | $14K |
| Global Trust Asset Management, LLC | 0.01% | New | 575 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.6% | 452 | $10K |
| National Bank of Canada | 0.00% | No change | 133 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 111 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 65 | $1K |
| Morgan Stanley | 0.00% | Add +700.0% | 8 | $189 |
"% of holder's portfolio" is HIGH's weight in each manager's 13F, not the share of Simplify Enhanced Income ETF the manager owns.