Simplify Enhanced Income ETFHIGHETF
13F holders, Q1 2026 (March 31)42holders −9
6new positions
15sold out
$21.35avg. 13F price*
At the end of Q1 2026, 42 institutions reported holding Simplify Enhanced Income ETF (HIGH) in their 13F filings, down 9 from Q4 2025. 6 opened new positions and 15 sold out. The largest holders were Principal Securities, Inc. ($12.5M), LPL Financial LLC ($6.1M) and Envestnet Asset Management Inc. ($5.7M).
- Company
- Simplify Enhanced Income ETF
- CUSIP
- 82889N632
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 15 | $15.5M |
All 13F filers, Q4 2025 → Q1 2026: 259,914 shares bought and 2,122,909 shares sold, net −1,862,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Principal Securities, Inc. | 0.18% | Reduce -2.0% | 588,013 | $12.5M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 285,784 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.2% | 267,617 | $5.7M |
| Altiora Financial Group, LLC | 0.81% | Add +158.6% | 229,662 | $4.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.3% | 119,424 | $2.5M |
| WealthPlan Investment Management, LLC | 0.14% | Reduce -66.3% | 119,357 | $2.5M |
| WealthPLAN Partners, LLC | 0.30% | Reduce -23.1% | 71,568 | $1.5M |
| Tme Financial, Inc. | 0.65% | Reduce -6.0% | 44,245 | $944K |
| Legacy Wealth Managment, LLC | 0.45% | Reduce -16.9% | 42,233 | $901K |
| Old Mission Capital LLC | 0.02% | Add +209.8% | 41,106 | $877K |
| Stegent Equity Advisors, Inc. | 0.63% | Reduce -58.4% | 34,910 | $745K |
| Mather Group, Llc. | 0.01% | New | 32,786 | $700K |
| Summit Financial, LLC | 0.01% | Reduce -7.2% | 32,714 | $698K |
| Susquehanna International Group, LLP | 0.00% | Add +170.0% | 31,512 | $672K |
| AE Wealth Management LLC | 0.00% | Reduce -94.8% | 27,887 | $595K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -96.0% | 16,746 | $357K |
| Jane Street Group, LLC | 0.00% | New | 15,445 | $330K |
| Integrated Advisors Network LLC | 0.01% | Reduce -9.6% | 13,415 | $286K |
| MML Investors Services, LLC | 0.00% | New | 13,040 | $278K |
| Panoramic Investment Advisors, LLC | 0.14% | Add +14.5% | 11,850 | $253K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -33.8% | 11,724 | $250K |
| IFP Advisors, Inc | 0.01% | Reduce -2.0% | 11,502 | $245K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -17.0% | 10,228 | $218K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.4% | 10,082 | $215K |
| Mosley Wealth Management | 0.08% | New | 8,030 | $185K |
| Arax Advisory Partners | 0.00% | Add +0.7% | 3,781 | $81K |
| Royal Bank of Canada | 0.00% | Reduce -70.4% | 3,615 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -81.6% | 3,301 | $70K |
| Whipplewood Advisors, LLC | 0.03% | No change | 2,909 | $62K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.0% | 2,796 | $60K |
| Larson Financial Group LLC | 0.00% | Add +1.5% | 2,397 | $51K |
| Luminist Capital LLC | 0.04% | Add +0.6% | 1,548 | $33K |
| Key Capital Management, INC | 0.02% | Reduce -98.5% | 1,481 | $32K |
| UBS Group AG | 0.00% | Reduce -40.1% | 1,278 | $27K |
| Lanark Financial, Inc. | 0.00% | Reduce -68.2% | 874 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +32.1% | 333 | $7K |
| Motco | 0.00% | New | 287 | $6K |
| National Bank of Canada | 0.00% | No change | 133 | $3K |
| BlackRock, Inc. | 0.00% | New | 105 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $31 |
| Wells Fargo & Company | 0.00% | No change | 1 | $23 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is HIGH's weight in each manager's 13F, not the share of Simplify Enhanced Income ETF the manager owns.