Institutional Ownership Simplify Exchange Traded Fds E (HIGH)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds E (HIGH). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
620,100
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
486,242
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
472,647
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 56.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
327,452
shares
|
$0
0.17% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
279,881
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 30.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
243,253
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
213,846
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 58.42%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
186,966
shares
|
$0
4.8% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
178,325
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 220.43%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
167,504
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 358.95%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
160,649
shares
|
$0
0.5% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
151,077
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
140,494
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
137,685
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 146.93%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
133,211
shares
|
$0
1.57% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
117,631
shares
|
$0
0.69% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
107,195
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.45%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
99,077
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
70,882
shares
|
$0
0.88% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
66,665
shares
|
$0
0.44% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
65,347
shares
|
$0
1.25% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
62,411
shares
|
$0
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
59,249
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
50,692
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
45,938
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 32.58%
|