Simplify Exchange Traded Funds - HIGH

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$88.74M
QoQ value delta ($000)
-$28.38M (-24.23%)
Implied price effect (QoQ)
-3.37%
Shares
Total shares
3,978,716
QoQ shares delta
-1,095,498 (-21.59%)
Total shares held by funds (by quarter)

Market chart (HIGH)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
PRINCIPAL SECURITIES, INC. 13,381 599,795 0.21%
AE Wealth Management LLC 11,962 536,199 0.07%
Elevated Capital Advisors, LLC 9,388 420,805 2.19%
WealthPlan Investment Management, LLC 7,892 353,781 0.5%
LPL Financial LLC 6,600 295,843 0.0%
ENVESTNET ASSET MANAGEMENT INC 6,435 288,462 0.0%
POM Investment Strategies, LLC 3,395 152,194 1.75%
OSAIC HOLDINGS, INC. 3,038 136,196 0.0%
Key Capital Management, INC 2,222 99,631 2.2%
WealthPLAN Partners, LLC 2,075 93,014 0.31%
Encompass More Asset Management 2,020 90,554 0.37%
Altiora Financial Group, LLC 1,981 88,800 0.34%
Stegent Equity Advisors, Inc. 1,873 83,991 1.46%
Beacon Capital Management, LLC 1,839 82,454 0.29%
HOWARD BAILEY SECURITIES, LLC 1,792 80,330 0.71%
B.O.S.S. Retirement Advisors, LLC 1,486 66,624 0.47%
FSA Advisors, Inc. 1,396 62,589 0.97%
Legacy Wealth Managment, LLC/ID 1,133 50,805 0.54%
Authentikos Wealth Advisory, LLC 1,077 48,310 0.71%
TME FINANCIAL, INC. 1,050 47,068 0.74%
Summit Financial, LLC 786 35,265 0.01%
IEQ CAPITAL, LLC 712 31,925 0.0%
Blackston Financial Advisory Group, LLC 673 30,170 0.41%
Networth Advisors, LLC 477 21,420 0.35%
Steward Partners Investment Advisory, LLC 400 17,931 0.0%