Simplify Enhanced Income ETFHIGHETF
13F holders, Q3 2025 (September 30)52holders −5
8new positions
12sold out
1famous investor
$23.09avg. 13F price*
At the end of Q3 2025, 52 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings, down 5 from Q2 2025. 8 opened new positions and 12 sold out. The largest holders were AE Wealth Management LLC ($19.5M), WealthPlan Investment Management, LLC ($12.9M) and Beacon Capital Management, LLC ($12.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.6M |
| Exits | 12 | $6.8M |
All 13F filers, Q2 2025 → Q3 2025: 730,491 shares bought and 470,790 shares sold, net +259,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| AE Wealth Management LLC | 0.12% | Add +2.1% | 845,912 | $19.5M |
| WealthPlan Investment Management, LLC | 0.86% | Add +0.7% | 559,666 | $12.9M |
| Beacon Capital Management, LLC | 1.76% | Reduce -1.4% | 535,511 | $12.4M |
| Principal Securities, Inc. | 0.20% | Add +12.4% | 520,839 | $12.0M |
| Elevated Capital Advisors, LLC | 2.00% | Add +107.9% | 348,295 | $8.0M |
| POM Investment Strategies, LLC | 3.92% | Add +46.0% | 312,417 | $7.2M |
| LPL Financial LLC | 0.00% | Add +13.7% | 287,722 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.5% | 242,057 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +0.8% | 159,169 | $3.7M |
| Howard Bailey Securities, LLC | 0.77% | Add +21.3% | 117,895 | $2.7M |
| WealthPLAN Partners, LLC | 0.37% | Add +0.6% | 107,873 | $2.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.44% | Reduce -13.8% | 98,197 | $2.3M |
| Stegent Equity Advisors, Inc. | 1.79% | Reduce -0.4% | 95,324 | $2.2M |
| Encompass More Asset Management | 0.39% | Add +30.7% | 88,427 | $2.0M |
| Legacy Wealth Managment, LLC | 0.87% | Reduce -54.3% | 83,004 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.22% | Add +7.3% | 79,783 | $1.8M |
| Napa Wealth Management | 0.82% | Add +21.4% | 75,937 | $1.8M |
| Tme Financial, Inc. | 1.16% | Add +9.9% | 66,852 | $1.5M |
| Old Mission Capital LLC | 0.04% | New | 54,625 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.27% | Add +37.1% | 49,499 | $1.1M |
| Citadel Advisors | 0.00% | Add +74.0% | 39,588 | $914K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.3% | 39,556 | $913K |
| Blackston Financial Advisory Group, LLC | 0.54% | Add +47.7% | 39,205 | $905K |
| Summit Financial, LLC | 0.01% | New | 36,798 | $850K |
| Ieq Capital, LLC | 0.00% | New | 31,925 | $737K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +55.6% | 31,883 | $736K |
| Decker Retirement Planning Inc. | 0.35% | Add +2.4% | 27,479 | $634K |
| Arax Advisory Partners | 0.01% | Add +656.3% | 27,893 | $620K |
| CreativeOne Wealth, LLC | 0.01% | New | 23,967 | $553K |
| Integrated Advisors Network LLC | 0.02% | Add +36.8% | 18,022 | $416K |
| J Hagan Capital, Inc. | 0.25% | Add +21.1% | 17,979 | $415K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -10.5% | 16,325 | $377K |
| Guerra Advisors Inc | 0.12% | Reduce -4.6% | 13,813 | $319K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.8% | 12,033 | $278K |
| IFP Advisors, Inc | 0.01% | Add +1.2% | 11,746 | $271K |
| Panoramic Investment Advisors, LLC | 0.15% | No change | 11,300 | $261K |
| Royal Bank of Canada | 0.00% | Add +13.1% | 10,319 | $238K |
| Foundations Investment Advisors, LLC | 0.00% | New | 8,979 | $207K |
| BlackDiamond Wealth Management, LLC | 0.11% | Add +0.4% | 8,788 | $203K |
| UBS Group AG | 0.00% | Reduce -90.4% | 5,834 | $135K |
| Whipplewood Advisors, LLC | 0.04% | Reduce -55.5% | 2,909 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -13.9% | 2,769 | $64K |
| Larson Financial Group LLC | 0.00% | Add +2.0% | 2,317 | $54K |
| Luminist Capital LLC | 0.04% | Reduce -1.6% | 1,883 | $44K |
| Advisory Services Network, LLC | 0.00% | New | 1,037 | $24K |
| Sound Income Strategies, LLC | 0.00% | New | 474 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -74.5% | 252 | $6K |
| 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 -50.0% | 1 | $32 |
| Morgan Stanley | 0.00% | No change | 1 | $27 |
| Farther Finance Advisors, LLC | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is HIGH's weight in each manager's 13F, not the share of Simplify Enhanced Income ETF the manager owns.