Simplify Exchange Traded Funds - HIGH

Sector: Funds · Industry: Investment Company

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Company profile

Quarter snapshot

Latest / Compare

Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$45.15M

QoQ value delta ($000)

-$43.59M (-49.12%)

Implied price effect (QoQ)

-4.32%

Total shares

2,115,721

QoQ shares delta

-1,862,995 (-46.82%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (HIGH)

Interactive chart by TradingView.

Top holders (Q1 2026)

Top 25 only Full list

Early Q2 2026 data: only 40 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
PRINCIPAL SECURITIES, INC.	12,548	588,013	0.18%
LPL Financial LLC	6,098	285,784	0.0%
ENVESTNET ASSET MANAGEMENT INC	5,710	267,617	0.0%
Altiora Financial Group, LLC	4,900	229,662	0.81%
OSAIC HOLDINGS, INC.	2,548	119,424	0.0%
WealthPlan Investment Management, LLC	2,547	119,357	0.14%
WealthPLAN Partners, LLC	1,527	71,568	0.3%
TME FINANCIAL, INC.	944	44,245	0.65%
Legacy Wealth Managment, LLC/ID	901	42,233	0.45%
OLD MISSION CAPITAL LLC	877	41,106	0.01%
Stegent Equity Advisors, Inc.	744	34,910	0.63%
MATHER GROUP, LLC.	699	32,786	0.01%
Summit Financial, LLC	698	32,714	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	672	31,512	0.0%
AE Wealth Management LLC	595	27,887	0.0%
Elevated Capital Advisors, LLC	357	16,746	0.09%
JANE STREET GROUP, LLC	329	15,445	0.0%
Integrated Advisors Network LLC	286	13,415	0.02%
MML INVESTORS SERVICES, LLC	278	13,040	0.0%
PANORAMIC INVESTMENT ADVISORS, LLC	252	11,850	0.14%
Redhawk Wealth Advisors, Inc.	250	11,724	0.03%
IFP Advisors, Inc	245	11,502	0.01%
FOUNDATIONS INVESTMENT ADVISORS, LLC	218	10,228	0.0%
Kestra Advisory Services, LLC	215	10,082	0.0%
Mosley Wealth Management	185	8,030	0.08%