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Simplify Enhanced Income ETF (HIGH) Institutional Ownership

$23.40 +0.06 (+0.26%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$154.95M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$33.73M
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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
1/21/2025Andina Capital Management LLC52,893$1.22M1.0%-2.8%0.311%
1/21/2025B.O.S.S. Retirement Advisors LLC11,276$260K0.1%N/A0.066%
1/21/2025Geneos Wealth Management Inc.3,809$88K0.0%N/A0.022%
1/21/2025Encompass More Asset Management59,174$1.36M0.4%+10.2%0.348%
1/17/2025 New Century Financial Group LLC12,667$294K0.1%-7.8%0.075%
1/17/2025 Mutual Advisors LLC10,251$238K0.0%-5.0%0.060%
1/15/2025 Wealthcare Advisory Partners LLC113,603$2.62M0.1%N/A0.668%
1/15/2025 Decker Retirement Planning Inc.2,574$59K0.0%N/A0.015%
1/14/2025 Redhawk Wealth Advisors Inc.28,691$660K0.1%+6.1%0.169%
1/14/2025 Accurate Wealth Management LLC60,780$1.40M0.3%-18.0%0.358%
1/13/2025 Elevated Capital Advisors LLC36,497$840K0.2%N/A0.215%
1/13/2025 Mid American Wealth Advisory Group Inc.102,082$2.35M1.4%+58.0%0.600%
11/15/2024Legacy Investment Solutions LLC55,651$1.31M0.8%N/A0.327%
11/15/2024Orion Portfolio Solutions LLC139,200$3.26M0.1%+1.9%0.819%
11/15/2024Jane Street Group LLC136,863$3.21M0.0%+138.3%0.805%
11/15/2024Wolverine Trading LLC8,686$204K0.0%N/A0.051%
11/15/2024IHT Wealth Management LLC20,662$484K0.0%+4.2%0.122%
11/15/2024HighTower Advisors LLC33,239$778K0.0%+5.8%0.196%
11/14/2024Encompass More Asset Management53,715$1.26M0.5%+19.1%0.316%
11/14/2024Flow Traders U.S. LLC94,702$2.22M0.1%-25.1%0.557%
11/14/2024CreativeOne Wealth LLC78,294$1.84M0.1%+435.8%0.461%
11/13/2024Townsquare Capital LLC12,922$303K0.0%N/A0.076%
11/12/2024Pekin Hardy Strauss Inc.90,420$2.12M0.3%+9.4%0.532%
11/7/2024Napa Wealth Management89,133$2.09M1.0%N/A0.524%
11/7/2024Peterson Financial Group Inc.1,136$27K0.1%N/A0.007%
11/5/2024WealthPlan Investment Management LLC542,236$12.71M1.3%-23.1%3.190%
11/5/2024WealthPLAN Partners LLC167,527$3.93M0.5%-56.2%0.985%
11/5/2024Harbour Investments Inc.10,323$242K0.0%+3,996.4%0.061%
11/4/2024Axxcess Wealth Management LLC10,122$237K0.0%-4.2%0.060%
11/4/2024Legacy Capital Wealth Partners LLC18,688$438K0.1%+5.9%0.110%
11/4/2024Sigma Planning Corp18,476$433K0.0%+95.0%0.109%
11/1/2024Atria Investments Inc108,553$2.55M0.0%+0.4%0.639%
10/28/2024Principal Securities Inc.282,114$6.61M0.2%+49.7%1.659%
10/25/2024Andina Capital Management LLC54,424$1.28M1.0%+13.1%0.320%
10/24/2024Family Investment Center Inc.8,768$206K0.1%N/A0.052%
10/24/2024Astor 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%
10/23/2024Legacy Capital Group California Inc.90,984$2.13M0.7%+3.9%0.535%
10/22/2024Private Advisor Group LLC1,088,373$25.52M0.2%+5.1%6.402%
10/22/2024CPA Asset Management LLC12,884$302K0.1%-33.3%0.076%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

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%
10/19/2024 New Century Financial Group LLC13,735$322K0.1%N/A0.081%
10/18/2024 Accurate 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%
8/21/2024Truist Financial Corp128,878$3.13M0.0%+2.0%0.758%
8/13/2024AE Wealth Management LLC126,061$3.06M0.0%+66.0%0.742%
8/9/2024Pekin Hardy Strauss Inc.82,657$2.01M0.3%+13.5%0.486%
8/9/2024WealthPLAN Partners LLC382,193$9.29M1.0%-0.6%2.248%
8/9/2024Citizens Financial Group Inc. RI91,145$2.22M0.0%+2.0%0.536%
8/8/2024Envestnet Asset Management Inc.473,214$11.50M0.0%+3.6%2.784%
8/7/2024Seaview Investment Managers LLC38,998$948K0.3%N/A0.229%
8/5/2024Private Advisor Group LLC1,035,197$25.16M0.2%+21.2%6.089%
8/2/2024Fortis Capital Advisors LLC12,098$294K0.1%-50.1%0.071%
8/2/2024Legacy 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%
7/27/2024Encompass More Asset Management45,101$1.10M0.8%+8.7%0.265%
7/26/2024Bank of New York Mellon Corp11,429$278K0.0%-5.3%0.067%
7/22/2024Legacy 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%
7/16/2024Andina 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%
7/11/2024CPA 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%
5/23/2024ARQ Wealth Advisors LLC212,283$5.18M2.2%N/A1.249%
5/21/2024Atria Investments Inc107,222$2.62M0.0%+1.6%0.631%
5/17/2024Citizens Financial Group Inc. RI89,371$2.18M0.1%+28.2%0.526%
5/17/2024WealthPlan Investment Management LLC658,900$16.08M2.5%N/A3.876%
5/14/2024JT Stratford LLC176,136$4.30M0.9%N/A1.036%
5/14/2024CreativeOne Wealth LLC60,494$1.48M0.1%+494.4%0.356%
5/9/2024Orion Portfolio Solutions LLC126,175$3.08M0.0%-4.6%0.742%
5/9/2024Fortis Capital Advisors LLC24,257$592K0.2%N/A0.143%
5/8/2024Legacy Capital Group California Inc.89,688$2.19M0.8%-1.2%0.545%
5/7/2024WealthPLAN Partners LLC384,550$9.38M1.0%N/A2.338%
5/3/2024C2P 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%
4/30/2024Private Advisor Group LLC853,908$20.84M0.1%+16.5%5.191%
4/30/2024Astor 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%
4/18/2024AlphaMark Advisors LLC16,298$398K0.1%-8.3%0.921%
4/15/2024 Wealthcare Advisory Partners LLC58,543$1.43M0.0%+13.2%3.308%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

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%
4/9/2024Mather 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%
2/9/2024Advisory Services Network LLC12,020$295K0.0%N/A0.679%
2/9/2024Orion Portfolio Solutions LLC132,238$3.25M0.0%N/A7.471%
2/9/2024BlackDiamond Wealth Management LLC111,821$2.74M2.0%+62.6%6.318%
(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, 71 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 68 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 7,576,439 shares in the last 24 months. This purchase volume represents approximately $184.92M in transactions.

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

Of the 24 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 1,587,099 shares in the last 24 months. This volume of shares sold represents approximately $37.67M in transactions.



This page (NYSEARCA:HIGH) was last updated on 1/21/2025 by MarketBeat.com Staff
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