Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (HIGH)

40 + Investors. Track Smart Money conviction in HIGH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
42%

Smart Money Signals — HIGH

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 46% of 3.0Y high

46% of all-time peak
Only 41 funds hold HIGH today versus a peak of 89 funds at 2024 Q4 — just 46% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold HIGH compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

19 buying26 selling
Last quarter: 26 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 29% medium ■ 27% new
18 out of 41 hedge funds have held HIGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

7 → 10 → 9 → 6 → 8 new funds/Q
New funds entering each quarter: 10 → 9 → 6 → 8. HIGH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 44% veterans vs 34% newcomers

■ 44% veterans ■ 22% 1-2yr ■ 34% new
Entry-cohort mix of 41 holders: 18 (44%) are 2+ year veterans, 9 entered 1–2 years ago, and 14 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
9 of 41 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.4
out of 10
Low Exit Risk
Exit risk score 1.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HIGH

In 2026 Q2, 19 hedge funds were net buyers of HIGH (8 opened a new position, 11 added to an existing one), while 26 reduced or exited (18 trimmed, 8 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 30% of total institutional value in HIGH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 41.

Hedge Fund Ownership: HIGH

How many hedge funds hold HIGH — quarterly history vs. share price
Quarterly hedge fund ownership of HIGH vs. share price

Market Analysis: HIGH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HIGH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: HIGH
40 + Investors

Track Smart Money conviction in HIGH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 40 41 -2.44%
13F Shares 2M 2M -17.4%
Total Value $38M $45M -16.31%
New Positions 8 6 +2
Increased Positions 10 8 +2
Closed Positions 9 16 -7
Reduced Positions 18 22 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HIGH

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Institutional Holders (2026 Q2)

40 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HIGH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HIGH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy Wealth Managment, LLC/ID 0.55% 61,667 $1.3M
2 Tme Financial, INC. 0.53% 40,050 $866K
3 WealthPLAN Partners, LLC 0.18% 42,726 $924K
4 Principal Securities, INC. 0.15% 570,535 $12.3M
5 Panoramic Investment Advisors, LLC 0.12% 11,850 $256K
6 Mosley Wealth Management 0.11% 15,580 $337K
7 WealthPlan Investment Management, LLC 0.11% 99,386 $2.1M
8 Elevated Capital Advisors, LLC 0.06% 9,519 $206K
9 Old Mission Capital LLC 0.03% 97,555 $2.1M
10 Luminist Capital LLC 0.03% 1,358 $29K
11 Redhawk Wealth Advisors, Inc. 0.03% 11,888 $257K
12 Key Capital Management, INC 0.02% 1,405 $30K
13 Integrated Advisors Network LLC 0.01% 11,098 $240K
14 Summit Financial, LLC 0.00% 19,780 $428K
15 Lanark Financial, INC. 0.00% 3,074 $66K
16 Parkside Financial Bank & Trust 0.00% 2,835 $61K
17 IFP Advisors, Inc 0.00% 9,835 $213K
18 Osaic Holdings, INC. 0.00% 114,829 $2.5M
19 AE Wealth Management LLC 0.00% 27,624 $597K
20 Mather Group, LLC. 0.00% 11,886 $257K
21 Tounjian Advisory Partners, LLC 0.00% 200 $4K
22 Larson Financial Group LLC 0.00% 2,430 $53K
23 LPL Financial LLC 0.00% 270,501 $5.9M
24 Envestnet Asset Management Inc 0.00% 244,573 $5.3M
25 SouthState Bank Corp 0.00% 1,262 $27K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (HIGH)

What does the Smart Money Trend signal show for HIGH?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for HIGH?

More sellers than buyers — 42% buying: Last quarter: 26 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HIGH holders?

Strong quality — 30% AUM from major funds: 9 of 41 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HIGH?

44% of holders stayed for 2+ years: 18 out of 41 hedge funds have held HIGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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