Who Owns SIMPLIFY EXCHANGE TRADED FUN (HIGH)? -- Institutional Holders (2026-06-30)
47 institutions reported holding $37.6M of SIMPLIFY EXCHANGE TRADED FUN (HIGH) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($12.3M), LPL Financial LLC ($5.9M), ENVESTNET ASSET MANAGEMENT INC ($5.3M), OSAIC HOLDINGS, INC. ($2.5M), WealthPlan Investment Management, LLC ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PRINCIPAL SECURITIES, INC. | $12.3M | 570,535 | Trimmed |
| 2 | LPL Financial LLC | $5.9M | 270,501 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.3M | 244,573 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $2.5M | 114,829 | Trimmed |
| 5 | WealthPlan Investment Management, LLC | $2.1M | 99,386 | Trimmed |
| 6 | OLD MISSION CAPITAL LLC | $2.1M | 97,555 | Added |
| 7 | Legacy Wealth Managment, LLC/ID | $1.3M | 61,667 | Added |
| 8 | WealthPLAN Partners, LLC | $924,171 | 42,726 | Trimmed |
| 9 | TME FINANCIAL, INC. | $866,285 | 40,050 | Trimmed |
| 10 | AE Wealth Management LLC | $597,490 | 27,624 | Trimmed |
| 11 | HRT FINANCIAL LP | $439,000 | 20,331 | New |
| 12 | Summit Financial, LLC | $427,836 | 19,780 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $350,787 | 16,218 | Added |
| 14 | Mosley Wealth Management | $336,998 | 15,580 | Added |
| 15 | Redhawk Wealth Advisors, Inc. | $257,134 | 11,888 | Added |
| 16 | MATHER GROUP, LLC. | $257,094 | 11,886 | Trimmed |
| 17 | PANORAMIC INVESTMENT ADVISORS, LLC | $256,316 | 11,850 | Hold |
| 18 | Integrated Advisors Network LLC | $240,054 | 11,098 | Trimmed |
| 19 | CITADEL ADVISORS LLC | $219,371 | 10,142 | New |
| 20 | IFP Advisors, Inc | $212,731 | 9,835 | Trimmed |
| 21 | Elevated Capital Advisors, LLC | $205,887 | 9,519 | Trimmed |
| 22 | Arax Advisory Partners | $104,877 | 4,848 | Added |
| 23 | NBC SECURITIES, INC. | $66,490 | 3,074 | Added |
| 24 | Larson Financial Group LLC | $52,572 | 2,430 | Added |
| 25 | PNC Financial Services Group, Inc. | $51,912 | 2,400 | New |
Source: SEC Form 13F filings · as of 2026-06-30