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Disclosery

HIGH SIMPLIFY EXCHANGE TRADED FUN

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ENHANCED INM ETF (fund)

89 managers (91 13F filers) reported a position in HIGH shares at 2024-12-31, 7,713,572 shares in all. 13 filers opened a position and 16 filers sold out during the quarter.

Managers
89
13F filers
91
New
13
Added
30
Reduced
35
Sold out
16
Shares held by filers
7,713,572

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN676,918$15.6M<0.01%-18,02813F-HRTimelineGroup
AE Wealth Management LLC573,506$13.2M0.11%+456,60313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding532,707$12.3M-32,356Timeline
WealthPlan Investment Management, LLC498,091$11.5M1.13%-44,14513F-HRTimeline
UBS Group AGin group UBS Group AG403,712$9.29M<0.01%-347,08513F-HRTimelineGroup
LPL Financial LLC360,365$8.3M<0.01%-78,97613F-HRTimeline
Astor Investment Management LLC350,313$8.06M4.13%+6,32613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC327,452$7.54M0.17%+45,33813F-HRTimelineGroup
Beacon Capital Management, LLC301,627$6.94M0.9%new13F-HRTimeline
JT Stratford LLC203,174$4.68M0.77%-2,52813F-HRTimeline
Legacy Investment Solutions, LLC178,325$4.13M2.71%+122,67413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…178,325$4.13M2.71%+122,67413F-HRTimelineGroup
WealthPLAN Partners, LLC156,314$3.6M0.51%-11,21313F-HRTimeline
BlackDiamond Wealth Management, LLC141,023$3.25M1.88%-12,66713F-HRTimeline
Orion Porfolio Solutions, LLC138,997$3.2M0.03%-20313F-HRTimeline
Orion Portfolio Solutions, LLC138,997$3.2M0.03%-20313F-HRTimeline
Private Advisor Group, LLC136,473$3.14M0.02%-951,90013F-HRTimeline
ARQ WEALTH ADVISORS, LLC135,695$3.12M1.19%-89,60513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.128,283$2.95M0.01%-70,68813F-HR/ATimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC117,567$2.71M0.78%-4,92913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …113,603$2.62M0.07%new13F-HRTimelineGroup
Atria Investments, Inc105,322$2.42M0.03%-3,23113F-HRTimeline
Stegent Equity Advisors, Inc.103,480$2.38M2.42%-13,42313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.102,082$2.35M1.38%+37,45913F-HRTimeline
3EDGE Asset Management, LP98,454$2.27M0.14%-252,79213F-HRTimeline
Legacy Capital Group California, Inc.94,626$2.18M0.66%+3,64213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,867$2M<0.01%+32,08613F-HRTimeline
NAPA WEALTH MANAGEMENT79,113$1.82M0.79%-10,02013F-HRTimeline
TME FINANCIAL, INC.72,475$1.7M1.59%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,742$1.67M<0.01%-64,12113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,136$1.57M0.05%-10,15813F-HRTimelineGroup
Accurate Wealth Management, LLC60,780$1.4M0.27%-13,32913F-HRTimeline
Encompass More Asset Management59,174$1.36M0.45%+5,45913F-HRTimeline
Steward Partners Investment Advisory, L…57,060$1.31M0.01%+31,68613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,759$1.28M<0.01%+7,88613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC55,000$1.27M<0.01%new13F-HRTimelineGroup
Andina Capital Management, LLC52,893$1.22M0.99%-1,53113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,442$1.05M<0.01%+6,71013F-HRTimelineGroup
OLD MISSION CAPITAL LLC39,187$902K0.02%+9,90313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,398$861K+22,253Timeline
Elevated Capital Advisors, LLC36,497$840K0.23%new13F-HRTimeline
HighTower Advisors, LLC33,407$769K<0.01%+16813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC32,895$757K0.21%-3,17613F-HRTimeline
Pekin Hardy Strauss, Inc.28,780$663K0.08%-61,64013F-HRTimeline
Redhawk Wealth Advisors, Inc.28,691$660K0.09%+1,65213F-HRTimeline
GeoWealth Management, LLC25,139$579K0.02%-4,16313F-HRTimeline
Arax Advisory Partners24,510$564K0.04%-2,78513F-HRTimeline
FSA Advisors, Inc.22,733$523K0.64%new13F-HRTimeline
IHT Wealth Management, LLC21,085$485K0.02%+42313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV20,218$465K0.18%13F-HRTimeline
GK Wealth Management LLC18,490$426K0.54%13F-HRTimeline
TOWNSQUARE CAPITAL LLC17,176$395K<0.01%+4,25413F-HRTimeline
Atria Wealth Solutions, Inc.17,070$393K<0.01%-4,77213F-HRTimeline
Advisory Services Network, LLC13,686$315K0.01%+1,55113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC13,010$299K0.04%-33,40313F-HRTimelineGroup
CPA Asset Management Group, LLC12,979$299K0.14%+9513F-HRTimeline
New Century Financial Group, LLC12,667$294K0.12%-1,06813F-HRTimeline
Belpointe Asset Management LLC12,194$287K0.02%-1,94013F-HRTimeline
&PARTNERS12,235$284K<0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC12,027$283K0.1%-2,08913F-HRTimeline
WORLD EQUITY GROUP, INC.12,156$280K0.06%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC11,276$260K0.07%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,870$250K<0.01%+23313F-HRTimelineGroup
Financial Sense Advisors, Inc.10,750$247K0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…10,621$244K<0.01%-3,86813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,550$243K0.16%+50013F-HRTimeline
Whipplewood Advisors, LLC10,487$241K0.14%13F-HRTimeline
Mutual Advisors, LLC10,251$238K0.01%-54213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,297$237K0.01%+17513F-HRTimeline
IFP Advisors, Inc9,854$227K0.01%+43913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC9,141$210K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,144$210K<0.01%+39413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,619$198K0.01%-1,70413F-HRTimeline
Raleigh Capital Management Inc.6,954$160K0.06%+18913F-HRTimeline
Parkside Financial Bank & Trust4,686$108K0.01%+1,49013F-HRTimeline
Geneos Wealth Management Inc.3,809$87.7K<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,684$61.8K0.03%new13F-HRTimeline
Decker Retirement Planning Inc.2,574$59.3K0.03%13F-HRTimeline
Luminist Capital LLC1,973$45.4K0.08%13F-HRTimeline
CWM, LLCin group CWM, LLC1,066$25K<0.01%+1713F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.921$21.2K0.02%13F-HRTimeline
AlphaMark Advisors, LLC599$14K0.01%013F-HRTimeline
Global Trust Asset Management, LLC575$13.2K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.452$10.4K<0.01%+2413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/133$3.06K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…111$2.56K<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.65$1.49K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8$189<0.01%+713F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.