Simplify Enhanced Income ETFHIGHETF
13F holders, Q4 2025 (December 31)51holders −1
5new positions
7sold out
$22.31avg. 13F price*
At the end of Q4 2025, 51 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings, down 1 from Q3 2025. 5 opened new positions and 7 sold out. The largest holders were Principal Securities, Inc. ($13.4M), AE Wealth Management LLC ($12.0M) and Elevated Capital Advisors, LLC ($9.4M).
- Company
- Simplify Enhanced Income ETF
- CUSIP
- 82889N632
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.9M |
| Exits | 7 | $4.4M |
All 13F filers, Q3 2025 → Q4 2025: 407,475 shares bought and 1,634,361 shares sold, net −1,226,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Principal Securities, Inc. | 0.21% | Add +15.2% | 599,795 | $13.4M |
| AE Wealth Management LLC | 0.07% | Reduce -36.6% | 536,199 | $12.0M |
| Elevated Capital Advisors, LLC | 2.19% | Add +20.8% | 420,805 | $9.4M |
| WealthPlan Investment Management, LLC | 0.50% | Reduce -36.8% | 353,781 | $7.9M |
| LPL Financial LLC | 0.00% | Add +2.8% | 295,843 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.2% | 288,462 | $6.4M |
| POM Investment Strategies, LLC | 1.75% | Reduce -51.3% | 152,194 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 136,196 | $3.0M |
| Key Capital Management, INC | 2.20% | — | 99,631 | $2.2M |
| WealthPLAN Partners, LLC | 0.31% | Reduce -13.8% | 93,014 | $2.1M |
| Encompass More Asset Management | 0.37% | Add +2.4% | 90,554 | $2.0M |
| Altiora Financial Group, LLC | 0.34% | New | 88,800 | $2.0M |
| Stegent Equity Advisors, Inc. | 1.46% | Reduce -11.9% | 83,991 | $1.9M |
| Beacon Capital Management, LLC | 0.29% | Reduce -84.6% | 82,454 | $1.8M |
| Howard Bailey Securities, LLC | 0.71% | Reduce -31.9% | 80,330 | $1.8M |
| B.O.S.S. Retirement Advisors, LLC | 0.47% | Add +34.6% | 66,624 | $1.5M |
| FSA Advisors, Inc. | 0.97% | New | 62,589 | $1.4M |
| Legacy Wealth Managment, LLC | 0.54% | Reduce -38.8% | 50,805 | $1.1M |
| Authentikos Wealth Advisory, LLC | 0.71% | Reduce -39.5% | 48,310 | $1.1M |
| Tme Financial, Inc. | 0.74% | Reduce -29.6% | 47,068 | $1.1M |
| Summit Financial, LLC | 0.01% | Reduce -4.2% | 35,265 | $787K |
| Ieq Capital, LLC | 0.00% | No change | 31,925 | $712K |
| Blackston Financial Advisory Group, LLC | 0.41% | Reduce -23.1% | 30,170 | $673K |
| Networth Advisors, LLC | 0.35% | — | 21,420 | $478K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -54.7% | 17,931 | $400K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -44.5% | 17,697 | $395K |
| Integrated Advisors Network LLC | 0.01% | Reduce -17.7% | 14,837 | $331K |
| Old Mission Capital LLC | 0.01% | Reduce -75.7% | 13,267 | $296K |
| Foundations Investment Advisors, LLC | 0.00% | Add +37.2% | 12,321 | $275K |
| Royal Bank of Canada | 0.00% | Add +18.5% | 12,227 | $273K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 12,052 | $269K |
| IFP Advisors, Inc | 0.01% | Reduce -0.0% | 11,743 | $262K |
| Susquehanna International Group, LLP | 0.00% | New | 11,671 | $260K |
| Lloyd Advisory Services, LLC. | 0.09% | New | 10,460 | $233K |
| Panoramic Investment Advisors, LLC | 0.13% | Reduce -8.4% | 10,350 | $231K |
| Pekin Hardy Strauss, Inc. | 0.02% | Reduce -41.0% | 9,625 | $215K |
| Decker Retirement Planning Inc. | 0.10% | Reduce -68.8% | 8,566 | $191K |
| Arax Advisory Partners | 0.00% | Reduce -86.5% | 3,755 | $84K |
| Whipplewood Advisors, LLC | 0.04% | No change | 2,909 | $65K |
| Parkside Financial Bank & Trust | 0.00% | No change | 2,769 | $62K |
| Lanark Financial, Inc. | 0.00% | New | 2,747 | $61K |
| Larson Financial Group LLC | 0.00% | Add +1.9% | 2,361 | $53K |
| UBS Group AG | 0.00% | Reduce -63.4% | 2,133 | $48K |
| Luminist Capital LLC | 0.04% | Reduce -18.3% | 1,539 | $34K |
| Sound Income Strategies, LLC | 0.00% | Add +137.3% | 1,125 | $25K |
| Harbour Investments, Inc. | 0.00% | No change | 252 | $6K |
| National Bank of Canada | 0.00% | No change | 133 | $3K |
| Signature Equity Partners, LLC | 0.00% | — | 18 | $396 |
| Morgan Stanley | 0.00% | No change | 1 | $33 |
| Wells Fargo & Company | 0.00% | No change | 1 | $29 |
| Farther Finance Advisors, LLC | 0.00% | No change | 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.