Simplify Enhanced Income ETFHIGHETF
13F holders, Q2 2025 (June 30)57holders −1
10new positions
12sold out
1famous investor
$24.15avg. 13F price*
At the end of Q2 2025, 57 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings, down 1 from Q1 2025. 10 opened new positions and 12 sold out. The largest holders were AE Wealth Management LLC ($20.1M), WealthPlan Investment Management, LLC ($13.5M) and Beacon Capital Management, LLC ($13.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.4M |
| Exits | 12 | $9.3M |
All 13F filers, Q1 2025 → Q2 2025: 879,102 shares bought and 896,689 shares sold, net −17,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| AE Wealth Management LLC | 0.15% | Add +33.5% | 828,157 | $20.1M |
| WealthPlan Investment Management, LLC | 0.98% | Add +14.4% | 556,049 | $13.5M |
| Beacon Capital Management, LLC | 1.78% | Add +15.0% | 543,354 | $13.2M |
| Principal Securities, Inc. | 0.21% | Add +41.5% | 463,219 | $11.2M |
| LPL Financial LLC | 0.00% | Add +4.1% | 253,127 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 219,061 | $5.3M |
| POM Investment Strategies, LLC | 3.71% | Add +14.4% | 213,960 | $5.2M |
| Legacy Investment Solutions, LLC | 2.33% | — | 181,762 | $4.4M |
| Legacy Wealth Managment, LLC | 2.33% | Add +29.4% | 181,762 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +4.5% | 157,821 | $3.8M |
| Elevated Capital Advisors, LLC | 1.03% | No change | 167,504 | $3.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.62% | Reduce -3.1% | 113,954 | $2.8M |
| WealthPLAN Partners, LLC | 0.42% | Reduce -33.3% | 107,206 | $2.6M |
| Fig Financial Advisory Services Inc. | 1.61% | New | 99,679 | $2.4M |
| Howard Bailey Securities, LLC | 0.73% | Add +11.2% | 97,172 | $2.4M |
| Stegent Equity Advisors, Inc. | 2.05% | Reduce -3.4% | 95,733 | $2.3M |
| FSA Advisors, Inc. | 1.75% | Add +119.5% | 88,640 | $2.1M |
| Authentikos Wealth Advisory, LLC | 1.25% | Add +13.6% | 74,330 | $1.8M |
| Encompass More Asset Management | 0.38% | Add +1.5% | 67,679 | $1.6M |
| Napa Wealth Management | 0.72% | Reduce -11.8% | 62,550 | $1.5M |
| Tme Financial, Inc. | 1.19% | Reduce -6.9% | 60,833 | $1.5M |
| UBS Group AG | 0.00% | Reduce -78.3% | 60,607 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -13.9% | 43,630 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -32.9% | 39,746 | $963K |
| B.O.S.S. Retirement Advisors, LLC | 0.22% | Add +164.6% | 36,113 | $875K |
| Decker Retirement Planning Inc. | 0.38% | Add +174.9% | 26,835 | $650K |
| Blackston Financial Advisory Group, LLC | 0.40% | New | 26,547 | $643K |
| Citadel Advisors | 0.00% | Reduce -21.8% | 22,752 | $551K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +1.4% | 20,493 | $497K |
| Pekin Hardy Strauss, Inc. | 0.05% | Reduce -11.6% | 18,240 | $442K |
| Compass Capital Corp. /Ma/ | 0.20% | Reduce -4.0% | 17,798 | $415K |
| J Hagan Capital, Inc. | 0.24% | New | 14,849 | $351K |
| Guerra Advisors Inc | 0.17% | New | 14,477 | $351K |
| Integrated Advisors Network LLC | 0.01% | New | 13,174 | $319K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.9% | 13,052 | $316K |
| Park Square Financial Group, LLC | 0.22% | Add +617.0% | 12,332 | $299K |
| IFP Advisors, Inc | 0.01% | Add +5.5% | 11,607 | $281K |
| Panoramic Investment Advisors, LLC | 0.17% | Add +7.1% | 11,300 | $274K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 9,128 | $221K |
| BlackDiamond Wealth Management, LLC | 0.12% | Reduce -4.6% | 8,752 | $211K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 8,429 | $204K |
| Transce3nd, LLC | 0.07% | Add +6.4% | 7,290 | $177K |
| Whipplewood Advisors, LLC | 0.09% | Add +31.7% | 6,535 | $158K |
| Arax Advisory Partners | 0.00% | Reduce -71.0% | 3,688 | $89K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,215 | $78K |
| Brooklyn Investment Group | 0.01% | New | 2,771 | $67K |
| Larson Financial Group LLC | 0.00% | Add +2.2% | 2,271 | $55K |
| Raymond James Financial Inc. | 0.00% | New | 1,926 | $47K |
| Luminist Capital LLC | 0.05% | Reduce -6.0% | 1,914 | $46K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | Reduce -99.1% | 1,191 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 987 | $24K |
| Ulland Investment Advisors, LLC | 0.01% | New | 636 | $15K |
| Parallel Advisors, LLC | 0.00% | New | 301 | $7K |
| National Bank of Canada | 0.00% | No change | 133 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 70 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -99.1% | 2 | $52 |
| Morgan Stanley | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is HIGH's weight in each manager's 13F, not the share of Simplify Enhanced Income ETF the manager owns.