ETF Holders

Who owns HIGH?

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Simplify Enhanced Income ETF · Simplify

39 institutions reported holding HIGH, worth $37.6M, in Form 13F filings for June 30, 2026.

13F holders
39
Institutional value
$37.6M
Change from prior quarter
-16.7%
−$7.5M, with price moves
New and sold-out firms
6 / 8
10 added, 18 trimmed

Top 10 institutional holders of HIGH

FirmLocationValueSharesChange
Principal Securities, Inc.Des Moines, IA$12.3M570,535−17,478 shares
LPL Financial LLCFort Mill, SC$5.9M270,501−15,283 shares
Envestnet Asset Management Inc.Berwyn, PA$5.3M244,573−23,044 shares
Osaic Holdings, Inc.Scottsdale, AZ$2.5M114,829−4,595 shares
WealthPlan Investment Management, LLCOmaha, NE$2.1M99,386−19,971 shares
Old Mission Capital LLCChicago, IL$2.1M97,555+56,449 shares
Legacy Wealth Managment, LLCBoise, ID$1.3M61,667+19,434 shares
WealthPLAN Partners, LLCOmaha, NE$924K42,726−28,842 shares
TME Financial, Inc.Huntington Beach, CA$866K40,050−4,195 shares
AE Wealth Management LLCTopeka, KS$597K27,624−263 shares
29 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: HIGH vs RIGS, HIGH vs BREM, HIGH vs FMUN, HIGH vs TIPZ.

Frequently asked questions

Who owns HIGH?

39 institutional managers reported holding HIGH in Form 13F filings for June 30, 2026, worth $37.6M in total. The largest reported position was held by Principal Securities, Inc., at $12.3M.

Did institutions buy or sell HIGH last quarter?

Reported 13F value fell 16.7% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is HIGH ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.