Who Owns SIMPLIFY EXCHANGE TRADED FUN (HIGH)? -- Institutional Holders (2026-03-31)

57 institutions reported holding $45.2M of SIMPLIFY EXCHANGE TRADED FUN (HIGH) in SEC 13F filings for 2026-03-31. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($12.5M), LPL Financial LLC ($6.1M), ENVESTNET ASSET MANAGEMENT INC ($5.7M), Altiora Financial Group, LLC ($4.9M), OSAIC HOLDINGS, INC. ($2.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PRINCIPAL SECURITIES, INC.$12.5M588,013Trimmed
2LPL Financial LLC$6.1M285,784Trimmed
3ENVESTNET ASSET MANAGEMENT INC$5.7M267,617Trimmed
4Altiora Financial Group, LLC$4.9M229,662Added
5OSAIC HOLDINGS, INC.$2.5M119,424Trimmed
6WealthPlan Investment Management, LLC$2.5M119,357Trimmed
7WealthPLAN Partners, LLC$1.5M71,568Trimmed
8TME FINANCIAL, INC.$944,19144,245Trimmed
9Legacy Wealth Managment, LLC/ID$901,26442,233Trimmed
10OLD MISSION CAPITAL LLC$877,20241,106Added
11Stegent Equity Advisors, Inc.$744,97934,910Trimmed
12MATHER GROUP, LLC.$699,65332,786New
13Summit Financial, LLC$698,11832,714Trimmed
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$672,46631,512Added
15AE Wealth Management LLC$595,10527,887Trimmed
16Elevated Capital Advisors, LLC$357,35016,746Trimmed
17JANE STREET GROUP, LLC$329,59615,445New
18Integrated Advisors Network LLC$286,27513,415Trimmed
19MML INVESTORS SERVICES, LLC$278,28013,040New
20PANORAMIC INVESTMENT ADVISORS, LLC$252,87911,850Added
21Redhawk Wealth Advisors, Inc.$250,19711,724Trimmed
22IFP Advisors, Inc$245,45311,502Trimmed
23Foundations Investment Advisors, LLC$218,26110,228Trimmed
24Kestra Advisory Services, LLC$215,14910,082Trimmed
25Mosley Wealth Management$185,4198,030New

Source: SEC Form 13F filings · as of 2026-03-31