HIGH Institutional Ownership
Simplify Enhanced Income ETF
1W: -0.4%
1M: -1.1%
3M: -2.1%
YTD: -3.9%
1Y: -7.2%
3Y: +1.1%
$21.24
+0.07 (+0.34%)
Weekly Expected Move ±1.1%
$21
$21
$21
$21
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HIGH
49
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
38M
Total Invested
7
New Positions
11
Increased
26
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 570,535 | $12M | -17,478 | -3.0% | 11Q | SEC ↗ |
| 2 | LPL Financial LLC | 270,501 | $6M | -15,283 | -5.3% | 11Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 244,573 | $5M | -23,044 | -8.6% | 11Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 114,829 | $2M | -4,595 | -3.8% | 13Q | SEC ↗ |
| 5 | WealthPlan Investment Management, LLC | 99,386 | $2M | -19,971 | -16.7% | 10Q | SEC ↗ |
| 6 | OLD MISSION CAPITAL LLC | 97,555 | $2M | +56,449 | +137.3% | 4Q | SEC ↗ |
| 7 | Legacy Wealth Managment, LLC/ID | 61,667 | $1M | +19,434 | +46.0% | 8Q | SEC ↗ |
| 8 | WealthPLAN Partners, LLC | 42,726 | $908K | -28,842 | -40.3% | 10Q | SEC ↗ |
| 9 | TME FINANCIAL, INC. | 40,050 | $851K | -4,195 | -9.5% | 7Q | SEC ↗ |
| 10 | AE Wealth Management LLC | 27,624 | $587K | -263 | -0.9% | 11Q | SEC ↗ |
| 11 | HRT FINANCIAL LP NEW | 20,331 | $432K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Summit Financial, LLC | 19,780 | $420K | -12,934 | -39.5% | 4Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 16,218 | $344K | +3,178 | +24.4% | 2Q | SEC ↗ |
| 14 | Mosley Wealth Management | 15,580 | $331K | +7,550 | +94.0% | 2Q | SEC ↗ |
| 15 | Redhawk Wealth Advisors, Inc. | 11,888 | $253K | +164 | +1.4% | 9Q | SEC ↗ |
| 16 | MATHER GROUP, LLC. | 11,886 | $252K | -20,900 | -63.7% | 2Q | SEC ↗ |
| 17 | PANORAMIC INVESTMENT ADVISORS, LLC | 11,850 | $252K | — | +0.0% | 8Q | SEC ↗ |
| 18 | Integrated Advisors Network LLC | 11,098 | $236K | -2,317 | -17.3% | 5Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC NEW | 10,142 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 20 | IFP Advisors, Inc | 9,835 | $209K | -1,667 | -14.5% | 11Q | SEC ↗ |
| 21 | Elevated Capital Advisors, LLC | 9,519 | $202K | -7,227 | -43.2% | 7Q | SEC ↗ |
| 22 | Arax Advisory Partners | 4,848 | $103K | +1,067 | +28.2% | 12Q | SEC ↗ |
| 23 | LANARK FINANCIAL, INC. | 3,074 | $65K | +2,200 | +251.7% | 3Q | SEC ↗ |
| 24 | Parkside Financial Bank & Trust | 2,835 | $60K | +39 | +1.4% | 10Q | SEC ↗ |
| 25 | Larson Financial Group LLC | 2,430 | $52K | +33 | +1.4% | 6Q | SEC ↗ |
| 26 | PNC Financial Services Group, Inc. NEW | 2,400 | $51K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Key Capital Management, INC | 1,405 | $30K | -76 | -5.1% | 3Q | SEC ↗ |
| 28 | Luminist Capital LLC | 1,358 | $29K | -190 | -12.3% | 7Q | SEC ↗ |
| 29 | SouthState Bank Corp NEW | 1,262 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 30 | BlackRock, Inc. | 1,053 | $22K | +948 | +902.9% | 2Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 660 | $14K | -2,955 | -81.7% | 8Q | SEC ↗ |
| 32 | HARBOUR INVESTMENTS, INC. | 511 | $11K | +178 | +53.5% | 10Q | SEC ↗ |
| 33 | Steward Partners Investment Advisory, | 425 | $9K | -2,876 | -87.1% | 8Q | SEC ↗ |
| 34 | UBS Group AG | 400 | $8K | -878 | -68.7% | 10Q | SEC ↗ |
| 35 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 200 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 36 | NATIONAL BANK OF CANADA /FI | 133 | $3K | — | +0.0% | 10Q | SEC ↗ |
| 37 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Lloyd Advisory Services, LLC. NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 1 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 11Q | SEC ↗ |
| 41 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 11Q | SEC ↗ |
| 42 | Encompass More Asset Management | 0 | $0K | -90,554 | -100.0% | 9Q | SEC ↗ |
| 43 | B.O.S.S. Retirement Advisors, LLC | 0 | $0K | -66,624 | -100.0% | 5Q | SEC ↗ |
| 44 | Stegent Equity Advisors, Inc. | 0 | $0K | -34,910 | -100.0% | 9Q | SEC ↗ |
| 45 | Foundations Investment Advisors, LLC | 0 | $0K | -10,228 | -100.0% | 3Q | SEC ↗ |
| 46 | Beacon Capital Management, LLC | 0 | $0K | -82,454 | -100.0% | 5Q | SEC ↗ |
| 47 | MOTCO | 0 | $0K | -287 | -100.0% | 1Q | SEC ↗ |
| 48 | Blackston Financial Advisory Group, LL | 0 | $0K | -30,170 | -100.0% | 3Q | SEC ↗ |
| 49 | FSA Advisors, Inc. | 0 | $0K | -62,589 | -100.0% | 1Q | SEC ↗ |
| 50 | Altiora Financial Group, LLC | 0 | $0K | -229,662 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 20,331 | $432K |
| CITADEL ADVISORS LLC | 10,142 | $215K |
| PNC Financial Services Group, Inc. | 2,400 | $51K |
| SouthState Bank Corp | 1,262 | $27K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 200 | $4K |
| MERCER GLOBAL ADVISORS INC /ADV | 2 | $0K |
| Lloyd Advisory Services, LLC. | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Altiora Financial Group, LLC | 229,662 | $5M |
| POM Investment Strategies, LLC | 152,194 | $3M |
| Encompass More Asset Management | 90,554 | $2M |
| Beacon Capital Management, LLC | 82,454 | $2M |
| HOWARD BAILEY SECURITIES, LLC | 80,330 | $2M |
| B.O.S.S. Retirement Advisors, LLC | 66,624 | $1M |
| FSA Advisors, Inc. | 62,589 | $1M |
| Authentikos Wealth Advisory, LLC | 48,310 | $1M |
| Stegent Equity Advisors, Inc. | 34,910 | $741K |
| IEQ CAPITAL, LLC | 31,925 | $678K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 31,512 | $669K |
| Blackston Financial Advisory Group, | 30,170 | $641K |
| Networth Advisors, LLC | 21,420 | $455K |
| JANE STREET GROUP, LLC | 15,445 | $328K |
| Foundations Investment Advisors, LL | 10,228 | $217K |
| Kestra Advisory Services, LLC | 10,082 | $214K |
| Pekin Hardy Strauss, Inc. | 9,625 | $204K |
| Decker Retirement Planning Inc. | 8,566 | $182K |
| Whipplewood Advisors, LLC | 2,909 | $62K |
| Sound Income Strategies, LLC | 1,125 | $24K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | +56,449 | +137.3% | 97,555 |
| Legacy Wealth Managment, LLC/ID | +19,434 | +46.0% | 61,667 |
| Mosley Wealth Management | +7,550 | +94.0% | 15,580 |
| MML INVESTORS SERVICES, LLC | +3,178 | +24.4% | 16,218 |
| LANARK FINANCIAL, INC. | +2,200 | +251.7% | 3,074 |
| Arax Advisory Partners | +1,067 | +28.2% | 4,848 |
| BlackRock, Inc. | +948 | +902.9% | 1,053 |
| HARBOUR INVESTMENTS, INC. | +178 | +53.5% | 511 |
| Redhawk Wealth Advisors, Inc. | +164 | +1.4% | 11,888 |
| Parkside Financial Bank & Trust | +39 | +1.4% | 2,835 |
| Larson Financial Group LLC | +33 | +1.4% | 2,430 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WealthPLAN Partners, LLC | -28,842 | -40.3% | 42,726 |
| ENVESTNET ASSET MANAGEMENT INC | -23,044 | -8.6% | 244,573 |
| MATHER GROUP, LLC. | -20,900 | -63.7% | 11,886 |
| WealthPlan Investment Management, L | -19,971 | -16.7% | 99,386 |
| PRINCIPAL SECURITIES, INC. | -17,478 | -3.0% | 570,535 |
| LPL Financial LLC | -15,283 | -5.3% | 270,501 |
| Summit Financial, LLC | -12,934 | -39.5% | 19,780 |
| Elevated Capital Advisors, LLC | -7,227 | -43.2% | 9,519 |
| OSAIC HOLDINGS, INC. | -4,595 | -3.8% | 114,829 |
| TME FINANCIAL, INC. | -4,195 | -9.5% | 40,050 |
| ROYAL BANK OF CANADA | -2,955 | -81.7% | 660 |
| Steward Partners Investment Advisor | -2,876 | -87.1% | 425 |
| Integrated Advisors Network LLC | -2,317 | -17.3% | 11,098 |
| IFP Advisors, Inc | -1,667 | -14.5% | 9,835 |
| UBS Group AG | -878 | -68.7% | 400 |
| AE Wealth Management LLC | -263 | -0.9% | 27,624 |
| Luminist Capital LLC | -190 | -12.3% | 1,358 |
| Key Capital Management, INC | -76 | -5.1% | 1,405 |