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 55 institutions that hold shares in the stock, with a total of 5.24 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
|
Nov 03, 2025 Q3 2025 |
845,912
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
559,666
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
535,511
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
520,839
shares
|
$0
0.2% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
348,295
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 107.93%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
312,417
shares
|
$0
3.92% of portfolio
|
Q3 2025
Added 46.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
287,722
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
242,057
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
181,762
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
159,169
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
107,873
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
98,197
shares
|
$0
0.44% of portfolio
|
Q3 2025
Reduced 13.83%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
95,324
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
88,427
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 30.66%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
83,004
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 54.33%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
79,783
shares
|
$0
1.22% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
75,937
shares
|
$0
0.82% of portfolio
|
Q3 2025
Added 21.4%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
66,852
shares
|
$0
1.16% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
54,625
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
49,499
shares
|
$0
0.27% of portfolio
|
Q3 2025
Added 37.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
39,588
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 74.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
39,556
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
39,205
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.31%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
36,798
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
31,925
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|