Simplify Enhanced Income
HIGH • ARCA
Simplify Enhanced Income is an exchange-traded fund on ARCA. As of Q3 2025, 51 institutional investors hold shares in this ETF, with total holdings valued at $116.7M. AE Wealth Management LLC is the largest holder with a position valued at $19.5M.
Overview
Overview of institutional ownership in HIGH as of Q3 2025
All Institutions
- Institutions
- 51
- Value Held
- $116.7M
- Shares Held
- 5.1M
- Avg Position
- $2.3M
- Median Position
- $634.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $914.1K
- Shares Held
- 39.6K
- Avg Position
- $914.1K
- Median Position
- $914.1K
Biggest Investors
Institutions with the largest positions in HIGH as of Q3 2025
| Institution | Position Value |
|---|---|
 AE Wealth Management LLC RIA/Wealth | $19.5M 0.13% of portfolio |
W WealthPlan Investment Management, LLC RIA/Wealth | $12.9M 0.86% of portfolio |
B Beacon Capital Management, LLC RIA/Wealth | $12.4M 1.77% of portfolio |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $12.0M 0.20% of portfolio |
E Elevated Capital Advisors, LLC RIA/Wealth | $8.0M 2.02% of portfolio |
P POM Investment Strategies, LLC Institution | $7.2M 4.00% of portfolio |
L LPL Financial LLC Institution | $6.6M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $5.6M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.7M 0.01% of portfolio |
 Feltz Wealth PLAN Inc. RIA/Wealth | $2.5M 0.38% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HIGH in Q3 2025
- Traded
- +$7.8M
- Buyers
- 33
- Sellers
- 25
- Total Bought
- +$16.5M
- Total Sold
- −$8.8M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
E Elevated Capital Advisors, LLC RIA/Wealth | +$4.2M +180.8K shares |
P POM Investment Strategies, LLC Institution | +$2.3M +98.5K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | +$1.3M +57.6K shares |
O OLD MISSION CAPITAL LLC Institution | +$1.3M +54.6K shares |
 Summit Financial, LLC RIA/Wealth | +$849.7K +36.8K shares |
L LPL Financial LLC Institution | +$798.8K +34.6K shares |
 IEQ CAPITAL, LLC RIA/Wealth | +$737.1K +31.9K shares |
 Change Path, LLC RIA/Wealth | +$553.4K +24.0K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | +$538.0K +24.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$531.0K +23.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Legacy Wealth Managment, LLC/ID RIA/Wealth | −$2.3M −98.8K shares |
F FSA Advisors, Inc. Institution | −$2.1M −88.6K shares |
 UBS Group AG Institution | −$1.3M −54.8K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$963.0K −39.7K shares |
 COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | −$414.5K −17.8K shares |
 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | −$363.8K −15.8K shares |
 Park Square Financial Group, LLC RIA/Wealth | −$298.8K −12.3K shares |
C Cornerstone Wealth Management, LLC RIA/Wealth | −$204.2K −8.4K shares |
B Beacon Capital Management, LLC RIA/Wealth | −$181.1K −7.8K shares |
 Transce3nd, LLC RIA/Wealth | −$176.6K −7.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HIGH in Q3 2025
- New Positions
- 4
- New Value
- $1.8M
- Exited Positions
- 11
- Exited Value
- $4.4M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $849.7K 36.8K shares |
IEQ CAPITAL, LLC RIA/Wealth | $737.1K 31.9K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $207.3K 9.0K shares |
 Farther Finance Advisors, LLC RIA/Wealth | $21.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
F FSA Advisors, Inc. Institution | $2.1M 88.6K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $963.0K 39.7K shares |
COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | $414.5K 17.8K shares |
Park Square Financial Group, LLC RIA/Wealth | $298.8K 12.3K shares |
C Cornerstone Wealth Management, LLC RIA/Wealth | $204.2K 8.4K shares |
Transce3nd, LLC RIA/Wealth | $176.6K 7.3K shares |
S Skopos Labs, Inc. RIA/Wealth | $67.1K 2.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $46.7K 1.9K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $28.9K 1.2K shares |
 Ulland Investment Advisors, LLC Long Only Manager | $15.4K 636.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in HIGH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HIGH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P POM Investment Strategies, LLC Institution | 4.00% $7.2M |
E Elevated Capital Advisors, LLC RIA/Wealth | 2.02% $8.0M |
 Stegent Equity Advisors, Inc. RIA/Wealth | 1.80% $2.2M |
B Beacon Capital Management, LLC RIA/Wealth | 1.77% $12.4M |
 Authentikos Wealth Advisory, LLC RIA/Wealth | 1.35% $1.8M |
T TME FINANCIAL, INC. Institution | 1.16% $1.5M |
 NAPA WEALTH MANAGEMENT RIA/Wealth | 0.92% $1.8M |
Legacy Wealth Managment, LLC/ID RIA/Wealth | 0.90% $1.9M |
W WealthPlan Investment Management, LLC RIA/Wealth | 0.86% $12.9M |
 Blackston Financial Advisory Group, LLC RIA/Wealth | 0.54% $905.2K |
Hedge Fund Spotlight
Discover hedge funds investing in HIGH
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Simplify Enhanced Income
- Market Value
- $914.1K
- Shares Held
- 39.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
