SIMPLIFY ENHANCED INCOME ETF (HIGH) Top Institutional Shareholders

SIMPLIFY ENHANCED INCOME ETF (HIGH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $44.91M in HIGH holdings during the latest filing period.

Principal Securities, Inc. is currently the largest disclosed institutional shareholder of HIGH tracked by InsiderSet, reporting ownership valued at approximately $12.55M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.74M, representing an estimated gain of +1.55% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed HIGH value among the investors covered in this analysis. Major shareholders include Principal Securities, Inc., Lpl Financial Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SIMPLIFY ENHANCED INCOME ETF (HIGH).

This page ranks the largest institutional HIGH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

41

Total Reported Value

$44.91M

Largest Holder

Principal Securities, Inc.

Largest Position

$12.55M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

58

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Principal Securities, Inc.0.18%588,013$12,548,195$12,742,242+$194,047+1.55%
Lpl Financial Llc0.00%285,784$6,098,627$6,192,939+$94,312+1.55%
Envestnet Asset Management Inc0.00%267,617$5,710,944$5,799,260+$88,316+1.55%
Altiora Financial Group, Llc0.81%229,662$4,900,986$4,976,776+$75,790+1.55%
Osaic Holdings, Inc.0.00%119,424$2,548,521$2,587,918+$39,397+1.55%
Wealthplan Investment Management, Llc0.14%119,357$2,547,069$2,586,466+$39,397+1.55%
Wealthplan Partners, Llc0.30%71,568$1,527,261$1,550,879+$23,618+1.55%
Tme Financial, Inc.0.65%44,245$944,191$958,789+$14,598+1.55%
Legacy Wealth Managment, Llc/Id0.45%42,233$901,264$915,189+$13,925+1.55%
Old Mission Capital Llc0.02%41,106$877,202$890,767+$13,565+1.55%
Stegent Equity Advisors, Inc.0.63%34,910$744,979$756,500+$11,521+1.55%
Mather Group, Llc.0.01%32,786$699,653$710,473+$10,820+1.55%
Summit Financial, Llc0.01%32,714$698,118$708,912+$10,794+1.55%
Susquehanna International Group, Llp0.00%31,512$672,466$682,865+$10,399+1.55%
Ae Wealth Management Llc0.00%27,887$595,105$604,311+$9,206+1.55%
Elevated Capital Advisors, Llc0.09%16,746$357,350$362,886+$5,536+1.55%
Jane Street Group, Llc0.00%15,445$329,596$334,693+$5,097+1.55%
Integrated Advisors Network Llc0.02%13,415$286,275$290,703+$4,428+1.55%
Mml Investors Services, Llc0.00%13,040$278,280$282,577+$4,297+1.54%
Redhawk Wealth Advisors, Inc.0.03%11,724$250,197$254,059+$3,862+1.54%
Ifp Advisors, Inc0.01%11,502$245,453$249,248+$3,795+1.55%
Foundations Investment Advisors, Llc0.00%10,228$218,261$221,641+$3,380+1.55%
Kestra Advisory Services, Llc0.00%10,082$215,149$218,477+$3,328+1.55%
Mosley Wealth Management0.08%8,030$185,419$174,010-$11,409-6.15%
Arax Advisory Partners0.00%3,781$80,683$81,934+$1,251+1.55%
Royal Bank Of Canada0.00%3,615$77,000$78,337+$1,337+1.74%
Steward Partners Investment Advisory, Llc0.00%3,301$70,443$71,533+$1,090+1.55%
Whipplewood Advisors, Llc0.03%2,909$62,078$63,038+$960+1.55%
Parkside Financial Bank & Trust0.00%2,796$59,671$60,589+$918+1.54%
Larson Financial Group Llc0.00%2,397$51,153$51,943+$790+1.54%
Luminist Capital Llc0.04%1,548$33,038$33,545+$507+1.54%
Key Capital Management, Inc0.02%1,481$31,605$32,093+$488+1.54%
Ubs Group Ag0.00%1,278$27,273$27,694+$421+1.54%
Nbc Securities, Inc.0.00%874$18,651$18,940+$289+1.55%
Harbour Investments, Inc.0.00%333$7,106$7,216+$110+1.55%
Motco0.00%287$6,125$6,219+$94+1.54%
National Bank Of Canada0.00%133$2,822$2,882+$60+2.13%
Blackrock, Inc.0.00%105$2,241$2,275+$34+1.53%
Morgan Stanley0.00%1$31$22-$9-30.10%
Wells Fargo & Company/Mn0.00%1$23$22-$1-5.78%
Farther Finance Advisors, Llc0.00%1$20$22+$2+8.35%

Frequently asked questions about HIGH

  • Who owns the most HIGH stock?

    The largest holders of HIGH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY ENHANCED INCOME ETF (HIGH).

  • Is HIGH widely held by superinvestors?

    Many widely followed stocks like HIGH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HIGH is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.