Who Owns SIMPLIFY ENHANCED INCOME ETF (HIGH)? -- Institutional Holders (2026-06-30)

48 institutions reported holding $37.6M of SIMPLIFY ENHANCED INCOME ETF (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	Parkside Financial Bank & Trust	$61,325	2,835	Added
25	Larson Financial Group LLC	$52,572	2,430	Added

Source: SEC Form 13F filings · as of 2026-06-30