Who owns Simplify Enhanced Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HIGH from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 41 institutions disclosed 1.7M shares of Simplify Enhanced Income ETF worth $37.2M — about 26.5% of shares outstanding; the largest disclosed holder is PRINCIPAL SECURITIES, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$37.2M
value, 2026 filers
26.5%
of shares outstanding (1.7M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HIGH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 570,535 | $12.3M | 0.1% | 8.7% | -3.0% |
| 2 | LPL Financial LLC | 270,501 | $5.9M | 0.0% | 4.1% | -5.3% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 244,573 | $5.3M | 0.0% | 3.7% | -8.6% |
| 4 | OSAIC HOLDINGS, INC. | 114,829 | $2.5M | 0.0% | 1.7% | -3.8% |
| 5 | WealthPlan Investment Management, LLC | 99,386 | $2.1M | 0.1% | 1.5% | -16.7% |
| 6 | OLD MISSION CAPITAL LLC | 97,555 | $2.1M | 0.0% | 1.5% | +137.3% |
| 7 | Legacy Wealth Managment, LLC/ID | 61,667 | $1.3M | 0.5% | 0.9% | +46.0% |
| 8 | WealthPLAN Partners, LLC | 42,726 | $924,171 | 0.0% | 0.7% | -40.3% |
| 9 | TME FINANCIAL, INC. | 40,050 | $866,285 | 0.5% | 0.6% | -9.5% |
| 10 | AE Wealth Management LLC | 27,624 | $597,490 | 0.0% | 0.4% | -0.9% |
| 11 | HRT FINANCIAL LPNEW | 20,331 | $439 | 0.0% | 0.3% | new |
| 12 | Summit Financial, LLC | 19,780 | $427,836 | 0.0% | 0.3% | -39.5% |
| 13 | MML INVESTORS SERVICES, LLC | 16,218 | $350,787 | 0.0% | 0.2% | +24.4% |
| 14 | Mosley Wealth Management | 15,580 | $336,998 | 0.1% | 0.2% | +94.0% |
| 15 | Redhawk Wealth Advisors, Inc. | 11,888 | $257,134 | 0.0% | 0.2% | +1.4% |
| 16 | MATHER GROUP, LLC. | 11,886 | $257,094 | 0.0% | 0.2% | -63.7% |
| 17 | PANORAMIC INVESTMENT ADVISORS, LLCNEW | 11,850 | $256,316 | 0.1% | 0.2% | new |
| 18 | Integrated Advisors Network LLC | 11,098 | $240,054 | 0.0% | 0.2% | -17.3% |
| 19 | CITADEL ADVISORS LLCNEW | 10,142 | $219,371 | 0.0% | 0.2% | new |
| 20 | IFP Advisors, Inc | 9,835 | $212,731 | 0.0% | 0.1% | -14.5% |
| 21 | Elevated Capital Advisors, LLC | 9,519 | $205,887 | 0.1% | 0.1% | -43.2% |
| 22 | Arax Advisory Partners | 4,848 | $104,877 | 0.0% | 0.1% | +28.2% |
| 23 | LANARK FINANCIAL, INC. | 3,074 | $66,490 | 0.0% | 0% | +251.7% |
| 24 | Parkside Financial Bank & Trust | 2,835 | $61,325 | 0.0% | 0% | +1.4% |
| 25 | Larson Financial Group LLC | 2,430 | $52,572 | 0.0% | 0% | +1.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.