Who Owns HIGH?
Simplify Enhanced Income ETF — Institutional Ownership & 13F Holdings
$21.46
+0.01 (+0.04%)
Market Cap
$141.3M
Shares Outstanding
6,571,335
Institutional Holders
58
Total Inst. Value
$94.9M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
17
Closed Positions
33
Increased
9
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $13.6M | 620,100 |
| 2 | WealthPlan Investment Management, LLC | $10.7M | 486,242 |
| 3 | Beacon Capital Management, LLC | $10.4M | 472,647 |
| 4 | PRINCIPAL SECURITIES, INC. | $7.5M | 327,452 |
| 5 | UBS Group AG | $6.1M | 279,881 |
| 6 | POM Investment Strategies, LLCNew | $4.1M | 186,966 |
| 7 | Elevated Capital Advisors, LLCNew | $3.7M | 167,504 |
| 8 | WealthPLAN Partners, LLC | $3.5M | 160,649 |
| 9 | OSAIC HOLDINGS, INC. | $3.3M | 151,077 |
| 10 | Legacy Wealth Managment, LLC/ID | $3.1M | 140,494 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +47K | $13.6M |
| Beacon Capital Management, LLC | +171K | $10.4M |
| POM Investment Strategies, LLCNew | +187K | $4.1M |
| Elevated Capital Advisors, LLCNew | +168K | $3.7M |
| WealthPLAN Partners, LLC | +4K | $3.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -677K | $5K |
| ENVESTNET ASSET MANAGEMENT INC | -300K | $5K |
| BlackDiamond Wealth Management, LLC | -132K | $217K |
| UBS Group AG | -124K | $6.1M |
| LPL Financial LLC | -117K | $5K |
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Frequently Asked Questions
How many institutional investors hold HIGH?
As of Q1 2025, 58 institutional investors report holding HIGH (Simplify Enhanced Income ETF) in their 13F filings.
Which hedge fund owns the most HIGH?
The largest institutional holder of HIGH is AE Wealth Management LLC with $13.6M in shares.
Are institutions buying or selling HIGH?
This quarter, 17 institutions opened new positions in HIGH and 33 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.