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Simplify Enhanced Income ETF (HIGH) Institutional Ownership

$23.20 +0.26 (+1.13%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Simplify Enhanced Income ETF (NYSEARCA:HIGH)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$151.54M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$37.30M
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HIGH Institutional Buying and Selling by Quarter

Simplify Enhanced Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Legacy Investment Solutions LLC55,651$1.31M0.8%N/A0.327%
11/15/2024 Orion Portfolio Solutions LLC139,200$3.26M0.1%+1.9%0.819%
11/15/2024 Jane Street Group LLC136,863$3.21M0.0%+138.3%0.805%
11/15/2024 Wolverine Trading LLC8,686$204K0.0%N/A0.051%
11/15/2024 IHT Wealth Management LLC20,662$484K0.0%+4.2%0.122%
11/15/2024 HighTower Advisors LLC33,239$778K0.0%+5.8%0.196%
11/14/2024 Encompass More Asset Management53,715$1.26M0.5%+19.1%0.316%
11/14/2024 Flow Traders U.S. LLC94,702$2.22M0.1%-25.1%0.557%
11/14/2024 CreativeOne Wealth LLC78,294$1.84M0.1%+435.8%0.461%
11/13/2024 Townsquare Capital LLC12,922$303K0.0%N/A0.076%
11/12/2024 Pekin Hardy Strauss Inc.90,420$2.12M0.3%+9.4%0.532%
11/7/2024 Napa Wealth Management89,133$2.09M1.0%N/A0.524%
11/7/2024 Peterson Financial Group Inc.1,136$27K0.1%N/A0.007%
11/5/2024 WealthPlan Investment Management LLC542,236$12.71M1.3%-23.1%3.190%
11/5/2024 WealthPLAN Partners LLC167,527$3.93M0.5%-56.2%0.985%
11/5/2024 Harbour Investments Inc.10,323$242K0.0%+3,996.4%0.061%
11/4/2024 Axxcess Wealth Management LLC10,122$237K0.0%-4.2%0.060%
11/4/2024 Legacy Capital Wealth Partners LLC18,688$438K0.1%+5.9%0.110%
11/4/2024 Sigma Planning Corp18,476$433K0.0%+95.0%0.109%
11/1/2024 Atria Investments Inc108,553$2.55M0.0%+0.4%0.639%
10/28/2024 Principal Securities Inc.282,114$6.61M0.2%+49.7%1.659%
10/25/2024 Andina Capital Management LLC54,424$1.28M1.0%+13.1%0.320%
10/24/2024 Family Investment Center Inc.8,768$206K0.1%N/A0.052%
10/24/2024 Astor Investment Management LLC343,987$8.07M3.9%-5.5%2.023%
10/24/2024 Wealth Enhancement Advisory Services LLC16,163$379K0.0%+25.7%0.095%
10/23/2024 Legacy Capital Group California Inc.90,984$2.13M0.7%+3.9%0.535%
10/22/2024 Private Advisor Group LLC1,088,373$25.52M0.2%+5.1%6.402%
10/22/2024 CPA Asset Management LLC12,884$302K0.1%-33.3%0.076%
10/19/2024Narus Financial Partners LLC41,807$980K0.4%-33.9%0.246%
10/19/2024Stegent Equity Advisors Inc.116,903$2.74M3.0%-27.7%0.688%
10/19/2024New Century Financial Group LLC13,735$322K0.1%N/A0.081%
10/18/2024Accurate Wealth Management LLC74,109$1.74M0.3%+54.8%0.436%
10/17/2024Inspire Advisors LLC46,413$1.09M0.1%N/A0.273%
10/11/2024 Redhawk Wealth Advisors Inc.27,039$634K0.1%+64.4%0.159%
10/7/2024 Richard P Slaughter Associates Inc14,923$350K0.1%-97.5%0.088%
10/2/2024 Mid American Wealth Advisory Group Inc.64,623$1.52M1.0%+68.6%0.380%
8/21/2024 Truist Financial Corp128,878$3.13M0.0%+2.0%0.758%
8/13/2024 AE Wealth Management LLC126,061$3.06M0.0%+66.0%0.742%
8/9/2024 Pekin Hardy Strauss Inc.82,657$2.01M0.3%+13.5%0.486%
8/9/2024 WealthPLAN Partners LLC382,193$9.29M1.0%-0.6%2.248%
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8/9/2024 Citizens Financial Group Inc. RI91,145$2.22M0.0%+2.0%0.536%
8/8/2024 Envestnet Asset Management Inc.473,214$11.50M0.0%+3.6%2.784%
8/7/2024 Seaview Investment Managers LLC38,998$948K0.3%N/A0.229%
8/5/2024 Private Advisor Group LLC1,035,197$25.16M0.2%+21.2%6.089%
8/2/2024 Fortis Capital Advisors LLC12,098$294K0.1%-50.1%0.071%
8/2/2024 Legacy Capital Wealth Partners LLC17,648$429K0.1%N/A0.104%
8/1/2024Stegent Equity Advisors Inc.161,621$3.93M4.1%+1,270.9%0.951%
7/31/2024Commonwealth Equity Services LLC24,552$597K0.0%N/A0.144%
7/27/2024 Encompass More Asset Management45,101$1.10M0.8%+8.7%0.265%
7/26/2024 Bank of New York Mellon Corp11,429$278K0.0%-5.3%0.067%
7/22/2024 Legacy Capital Group California Inc.87,578$2.13M0.8%-2.4%0.515%
7/19/2024 SFG Wealth Management LLC.20,988$510K0.3%N/A0.123%
7/17/2024Narus Financial Partners LLC63,236$1.54M0.6%+25.6%0.372%
7/17/2024 Redhawk Wealth Advisors Inc.16,446$400K0.1%N/A0.097%
7/16/2024 Andina Capital Management LLC48,120$1.17M0.9%+114.9%0.283%
7/12/2024 Peak Financial Advisors LLC256,871$6.24M3.6%+24.2%1.511%
7/11/2024 CPA Asset Management LLC19,327$470K0.3%+52.4%0.114%
7/10/2024 Fortitude Family Office LLC4,964$121K0.1%-57.2%0.029%
7/10/2024 Richard P Slaughter Associates Inc607,789$14.77M3.5%+6.1%3.575%
7/10/2024 Mid American Wealth Advisory Group Inc.38,329$931K0.6%+91.3%0.225%
5/23/2024 ARQ Wealth Advisors LLC212,283$5.18M2.2%N/A1.249%
5/21/2024 Atria Investments Inc107,222$2.62M0.0%+1.6%0.631%
5/17/2024 Citizens Financial Group Inc. RI89,371$2.18M0.1%+28.2%0.526%
5/17/2024 WealthPlan Investment Management LLC658,900$16.08M2.5%N/A3.876%
5/14/2024 JT Stratford LLC176,136$4.30M0.9%N/A1.036%
5/14/2024 CreativeOne Wealth LLC60,494$1.48M0.1%+494.4%0.356%
5/9/2024 Orion Portfolio Solutions LLC126,175$3.08M0.0%-4.6%0.742%
5/9/2024 Fortis Capital Advisors LLC24,257$592K0.2%N/A0.143%
5/8/2024 Legacy Capital Group California Inc.89,688$2.19M0.8%-1.2%0.545%
5/7/2024 WealthPLAN Partners LLC384,550$9.38M1.0%N/A2.338%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors23,493$573K0.1%N/A0.143%
5/1/2024Stegent Equity Advisors Inc.11,789$288K0.3%N/A0.072%
4/30/2024 Private Advisor Group LLC853,908$20.84M0.1%+16.5%5.191%
4/30/2024 Astor Investment Management LLC416,060$10.15M4.0%-2.4%2.529%
4/22/2024 Outlook Wealth Advisors LLC8,286$202K0.1%-63.0%0.050%
4/18/2024Narus Financial Partners LLC50,355$1.23M0.5%+3.1%2.845%
4/18/2024 AlphaMark Advisors LLC16,298$398K0.1%-8.3%0.921%
4/15/2024 Wealthcare Advisory Partners LLC58,543$1.43M0.0%+13.2%3.308%
4/15/2024 Elevated Capital Advisors LLC28,255$689K0.2%-22.0%1.596%
4/12/2024 Peak Financial Advisors LLC206,753$5.05M3.1%-54.8%11.681%
4/11/2024 Fortitude Family Office LLC11,603$283K0.2%+136.5%0.656%
4/9/2024 Richard P Slaughter Associates Inc572,627$13.97M3.3%+6,882.4%32.352%
4/9/2024 Mather Group LLC.1,315$32K0.0%N/A0.074%
4/8/2024 Mid American Wealth Advisory Group Inc.20,040$489K0.3%N/A1.132%
2/21/2024 Raleigh Capital Management Inc.8,096$199K0.1%N/A0.457%
2/9/2024 Advisory Services Network LLC12,020$295K0.0%N/A0.679%
2/9/2024 Orion Portfolio Solutions LLC132,238$3.25M0.0%N/A7.471%
2/9/2024 BlackDiamond Wealth Management LLC111,821$2.74M2.0%+62.6%6.318%
2/9/2024 CreativeOne Wealth LLC10,178$250K0.0%N/A0.575%
2/9/2024 Wells Fargo & Company MN787,261$19.34M0.0%N/A44.478%
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2/8/2024 Legacy Capital Group California Inc.90,794$2.23M0.9%N/A5.130%
2/7/2024 Principal Securities Inc.17,916$440K0.0%N/A1.012%
2/6/2024 Private Advisor Group LLC732,944$18.00M0.1%N/A41.409%
2/6/2024 Wealthcare Advisory Partners LLC51,732$1.27M0.1%N/A2.923%
2/6/2024 Axxcess Wealth Management LLC10,954$269K0.0%N/A0.619%
2/6/2024 SRS Capital Advisors Inc.32,996$810K0.1%+46.0%1.864%
2/5/2024 Pekin Hardy Strauss Inc.54,452$1.34M0.2%+100.6%3.076%
2/5/2024 Legacy Capital Wealth Partners LLC18,190$447K0.1%N/A1.028%
2/2/2024 Citizens Financial Group Inc. RI69,685$1.71M0.1%+44.2%3.937%
2/2/2024 Truist Financial Corp128,409$3.15M0.0%+0.9%7.255%
(Data available from 1/1/2016 forward)

HIGH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HIGH shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Simplify Enhanced Income ETF. The most heavily invested institutionals were Private Advisor Group LLC ($25.52M), Wells Fargo & Company MN ($19.34M), WealthPlan Investment Management LLC ($12.71M), Envestnet Asset Management Inc. ($11.50M), Astor Investment Management LLC ($8.07M), Principal Securities Inc. ($6.61M), and Peak Financial Advisors LLC ($6.24M).Learn more on HIGH's institutional investors.

Which institutional investors have been buying Simplify Enhanced Income ETF stock?

Of the 65 institutional investors that purchased Simplify Enhanced Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($1.09M), Wells Fargo & Company MN ($787.26K), WealthPlan Investment Management LLC ($658.90K), Richard P Slaughter Associates Inc ($607.79K), Peak Financial Advisors LLC ($536.77K), Astor Investment Management LLC ($426.30K), and WealthPLAN Partners LLC ($384.55K).

How much institutional buying is happening at Simplify Enhanced Income ETF?

Institutional investors have bought a total of 7,364,110 shares in the last 24 months. This purchase volume represents approximately $180.03M in transactions.

Which Simplify Enhanced Income ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold Simplify Enhanced Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Richard P Slaughter Associates Inc ($592.87K), Peak Financial Advisors LLC ($279.89K), WealthPLAN Partners LLC ($217.02K), WealthPlan Investment Management LLC ($162.78K), 3EDGE Asset Management LP ($88.57K), Stegent Equity Advisors Inc. ($44.72K), and Worth Asset Management LLC ($42.36K).

How much institutional selling is happening at Simplify Enhanced Income ETF?

Institutional investors have sold a total of 1,570,629 shares in the last 24 months. This volume of shares sold represents approximately $37.30M in transactions.



This page (NYSEARCA:HIGH) was last updated on 12/22/2024 by MarketBeat.com Staff
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