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Simplify Enhanced Income ETF (HIGH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares267,544 from 270,501
Change-2,957 (-1%)
Value$5.7M (-$192.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW
Shares206,814
Change+206,814
Value$4.4K
Filed 2026-11-02
WealthPlan Investment Management, LLC
DECREASED
Shares47,486 from 99,386
Change-51,900 (-52%)
Value$1.0M (-$1.1M)
Filed 2026-10-15
TME Financial, Inc.
INCREASED
Shares40,524 from 40,050
Change+474 (+1%)
Value$857.1K (-$9.2K)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares19,996 from 15,580
Change+4,416 (+28%)
Value$419.5K (+$82.5K)
Filed 2026-10-16
WealthPLAN Partners, LLC
DECREASED
Shares13,630 from 42,726
Change-29,096 (-68%)
Value$288.3K (-$635.9K)
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares11,774 from 11,886
Change-112 (-1%)
Value$249.0K (-$8.1K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares9,449 from 9,519
Change-70 (-1%)
Value$199.8K (-$6.1K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares9,250 from 9,835
Change-585 (-6%)
Value$195.6K (-$17.1K)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares3,074 from 3,074
Change0 (0%)
Value$65.0K (-$1.5K)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares2,875 from 2,835
Change+40 (+1%)
Value$60.8K (-$515)
Filed 2026-10-27
Key Capital Management, Inc
DECREASED
Shares426 from 1,405
Change-979 (-70%)
Value$9.0K (-$21.4K)
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares333 from 511
Change-178 (-35%)
Value$7.0K (-$4.0K)
Filed 2026-11-09
Tounjian Advisory Partners, LLC
DECREASED
Shares181 from 200
Change-19 (-9%)
Value$3.8K (-$506)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares12 from 2,430
Change-2,418 (-100%)
Value$253 (-$52.3K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$12 ($0)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$21 ($0)
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 11,888
Change-11,888 (-100%)
Value$0 (-$257.1K)
Filed 2026-10-14
Integrated Advisors Network LLC
CLOSED
Shares0 from 11,098
Change-11,098 (-100%)
Value$0 (-$240.1K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$51.9K)
Filed 2026-11-06
SouthState Bank Corp
CLOSED
Shares0 from 1,262
Change-1,262 (-100%)
Value$0 (-$27.3K)
Filed 2026-11-09
Principal Securities, Inc.
N/A
Shares— from 570,535
Change-570,535 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 244,573
Change-244,573 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 114,829
Change-114,829 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 97,555
Change-97,555 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 61,667
Change-61,667 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 27,624
Change-27,624 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,331
Change-20,331 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,780
Change-19,780 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,218
Change-16,218 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,142
Change-10,142 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 660
Change-660 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
UBS Group AG
N/A
Shares— from 400
Change-400 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 133
Change-133 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED267,544270,501-2,957-1%$5.9M$5.7M-$192.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW206,814—+206,814——$4.4K—2026-11-02
WealthPlan Investment Management, LLC
DECREASED47,48699,386-51,900-52%$2.1M$1.0M-$1.1M2026-10-15
TME Financial, Inc.
INCREASED40,52440,050+474+1%$866.3K$857.1K-$9.2K2026-10-14
Mosley Wealth Management
INCREASED19,99615,580+4,416+28%$337.0K$419.5K+$82.5K2026-10-16
WealthPLAN Partners, LLC
DECREASED13,63042,726-29,096-68%$924.2K$288.3K-$635.9K2026-10-15
Mather Group, Llc.
DECREASED11,77411,886-112-1%$257.1K$249.0K-$8.1K2026-10-14
Elevated Capital Advisors, LLC
DECREASED9,4499,519-70-1%$205.9K$199.8K-$6.1K2026-11-04
IFP Advisors, Inc
DECREASED9,2509,835-585-6%$212.7K$195.6K-$17.1K2026-10-16
Lanark Financial, Inc.
UNCHANGED3,0743,07400%$66.5K$65.0K-$1.5K2026-10-26
Parkside Financial Bank & Trust
INCREASED2,8752,835+40+1%$61.3K$60.8K-$5152026-10-27
Key Capital Management, Inc
DECREASED4261,405-979-70%$30.4K$9.0K-$21.4K2026-11-03
Harbour Investments, Inc.
DECREASED333511-178-35%$11.1K$7.0K-$4.0K2026-11-09
Tounjian Advisory Partners, LLC
DECREASED181200-19-9%$4.3K$3.8K-$5062026-11-04
Larson Financial Group LLC
DECREASED122,430-2,418-100%$52.6K$253-$52.3K2026-11-05
Lloyd Advisory Services, Llc.
UNCHANGED1100%$12$12$02026-11-02
Farther Finance Advisors, LLC
UNCHANGED1100%$21$21$02026-10-08
Redhawk Wealth Advisors, Inc.
CLOSED011,888-11,888-100%$257.1K$0-$257.1K2026-10-14
Integrated Advisors Network LLC
CLOSED011,098-11,098-100%$240.1K$0-$240.1K2026-10-20
PNC Financial Services Group, Inc.
CLOSED02,400-2,400-100%$51.9K$0-$51.9K2026-11-06
SouthState Bank Corp
CLOSED01,262-1,262-100%$27.3K$0-$27.3K2026-11-09
Principal Securities, Inc.
N/A—570,535-570,535-100%$12.3M———
Envestnet Asset Management Inc
N/A—244,573-244,573-100%$5.3M———
Osaic Holdings, Inc.
N/A—114,829-114,829-100%$2.5M———
Old Mission Capital LLC
N/A—97,555-97,555-100%$2.1M———
Legacy Wealth Managment, LLC
N/A—61,667-61,667-100%$1.3M———
AE Wealth Management LLC
N/A—27,624-27,624-100%$597.5K———
HRT Financial LP
N/A—20,331-20,331-100%$439.0K———
Summit Financial, LLC
N/A—19,780-19,780-100%$427.8K———
MML Investors Services, LLC
N/A—16,218-16,218-100%$350.8K———
Panoramic Investment Advisors, LLC
N/A—11,850-11,850-100%$256.3K———
Citadel Advisors LLC
N/A—10,142-10,142-100%$219.4K———
Arax Advisory Partners
N/A—4,848-4,848-100%$104.9K———
Luminist Capital LLC
N/A—1,358-1,358-100%$29.4K———
BlackRock, Inc.
N/A—1,053-1,053-100%$22.8K———
Royal Bank of Canada
N/A—660-660-100%$14.0K———
Steward Partners Investment Advisory, LLC
N/A—425-425-100%$9.2K———
UBS Group AG
N/A—400-400-100%$8.7K———
National Bank of Canada
N/A—133-133-100%$2.9K———
Wells Fargo & Company
N/A—1-1-100%$20———
Morgan Stanley
N/A—1-1-100%$36———
Showing 41 of 41 institutions