Simplify Enhanced Income ETFHIGHETF
13F holders, Q1 2025 (March 31)58holders −32
9new positions
40sold out
1famous investor
$22.04avg. 13F price*
At the end of Q1 2025, 58 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings, down 32 from Q4 2024. 9 opened new positions and 40 sold out. The largest holders were AE Wealth Management LLC ($13.6M), WealthPlan Investment Management, LLC ($10.7M) and Beacon Capital Management, LLC ($10.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.8M |
| Exits | 40 | $42.3M |
All 13F filers, Q4 2024 → Q1 2025: 882,728 shares bought and 3,500,911 shares sold, net −2,618,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| AE Wealth Management LLC | 0.11% | Add +8.1% | 620,100 | $13.6M |
| WealthPlan Investment Management, LLC | 1.05% | Reduce -2.4% | 486,242 | $10.7M |
| Beacon Capital Management, LLC | 1.40% | Add +56.7% | 472,647 | $10.4M |
| Principal Securities, Inc. | 0.17% | No change | 327,452 | $7.5M |
| UBS Group AG | 0.00% | Reduce -30.7% | 279,881 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -32.5% | 243,253 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.4% | 213,846 | $4.7M |
| POM Investment Strategies, LLC | 4.79% | New | 186,966 | $4.1M |
| Elevated Capital Advisors, LLC | 1.03% | Add +358.9% | 167,504 | $3.7M |
| WealthPLAN Partners, LLC | 0.50% | Add +2.8% | 160,649 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +17.8% | 151,077 | $3.3M |
| Legacy Wealth Managment, LLC | 2.24% | Reduce -21.2% | 140,494 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Add +146.9% | 137,685 | $3.0M |
| Mid-American Wealth Advisory Group, Inc. | 1.57% | Add +30.5% | 133,211 | $2.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.69% | Add +0.1% | 117,631 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -21.4% | 107,195 | $2.4M |
| Stegent Equity Advisors, Inc. | 2.20% | Reduce -4.3% | 99,077 | $2.2M |
| Howard Bailey Securities, LLC | 0.64% | New | 87,352 | $1.9M |
| Napa Wealth Management | 0.88% | Reduce -10.4% | 70,882 | $1.6M |
| Encompass More Asset Management | 0.44% | Add +12.7% | 66,665 | $1.5M |
| Authentikos Wealth Advisory, LLC | 1.12% | New | 65,407 | $1.4M |
| Tme Financial, Inc. | 1.25% | Reduce -9.8% | 65,347 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -31.8% | 59,249 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -11.2% | 50,692 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -32.6% | 45,938 | $1.0M |
| FSA Advisors, Inc. | 0.70% | Add +77.6% | 40,379 | $886K |
| Seaview Investment Managers LLC | 0.16% | Reduce -6.8% | 30,656 | $673K |
| Citadel Advisors | 0.00% | Reduce -36.0% | 29,105 | $639K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.3% | 21,012 | $461K |
| Pekin Hardy Strauss, Inc. | 0.06% | Reduce -28.3% | 20,625 | $453K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -29.6% | 20,202 | $443K |
| Compass Capital Corp. /Ma/ | 0.23% | Reduce -8.3% | 18,543 | $430K |
| Jane Street Group, LLC | 0.00% | Reduce -75.4% | 17,900 | $393K |
| Old Mission Capital LLC | 0.01% | Reduce -55.5% | 17,422 | $382K |
| Brookwood Investment Group LLC | 0.06% | — | 15,704 | $345K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -59.1% | 14,646 | $321K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Add +21.0% | 13,648 | $299K |
| Inspire Advisors, LLC | 0.03% | Add +4.4% | 13,588 | $298K |
| Arax Advisory Partners | 0.02% | Reduce -48.1% | 12,721 | $279K |
| IFP Advisors, Inc | 0.01% | Add +11.6% | 10,998 | $241K |
| Financial Sense Advisors, Inc. | 0.07% | No change | 10,750 | $236K |
| Panoramic Investment Advisors, LLC | 0.16% | No change | 10,550 | $231K |
| Whipplewood Advisors, LLC | 0.14% | Reduce -52.7% | 4,961 | $230K |
| BlackDiamond Wealth Management, LLC | 0.15% | Reduce -93.5% | 9,170 | $217K |
| Decker Retirement Planning Inc. | 0.13% | Add +279.3% | 9,762 | $214K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 9,174 | $201K |
| Transce3nd, LLC | 0.07% | New | 6,850 | $150K |
| JPMorgan Chase & Co. | 0.00% | New | 6,532 | $143K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -31.4% | 3,215 | $71K |
| Larson Financial Group LLC | 0.00% | New | 2,223 | $49K |
| Luminist Capital LLC | 0.05% | Add +3.1% | 2,035 | $45K |
| Park Square Financial Group, LLC | 0.03% | New | 1,720 | $38K |
| Harbour Investments, Inc. | 0.00% | Reduce -88.5% | 987 | $22K |
| Kiker Wealth Management, LLC | 0.00% | New | 228 | $5K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 217 | $5K |
| National Bank of Canada | 0.00% | No change | 133 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | New | 70 | $2K |
| Morgan Stanley | 0.00% | Reduce -87.5% | 1 | $32 |
"% of holder's portfolio" is HIGH's weight in each manager's 13F, not the share of Simplify Enhanced Income ETF the manager owns.