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 57 institutions that hold shares in the stock, with a total of 4.88 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
|
Aug 06, 2025 Q2 2025 |
828,157
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 33.55%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
556,049
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
543,354
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
463,219
shares
|
$0
0.21% of portfolio
|
Q2 2025
Added 41.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
253,127
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
219,061
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
213,960
shares
|
$0
3.71% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
181,762
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
181,762
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
167,504
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 358.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
157,821
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
113,954
shares
|
$0
0.62% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
107,206
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 33.27%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
95,733
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
88,640
shares
|
$0
1.75% of portfolio
|
Q2 2025
Added 119.52%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
68,934
shares
|
$0
1.27% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
67,679
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
62,550
shares
|
$0
0.72% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
60,833
shares
|
$0
1.19% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
60,607
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 78.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
43,630
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
39,746
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 32.92%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
36,113
shares
|
$0
0.22% of portfolio
|
Q2 2025
Added 164.6%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
26,835
shares
|
$0
0.38% of portfolio
|
Q2 2025
Added 174.89%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
25,740
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|