Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (HIGH)

41 + 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
↓ -10
Streak
1Q ▼
Buyers last Q
27%

Smart Money Signals — HIGH

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HIGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

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 — 29% fewer funds vs a year ago

fund count last 6Q
17 fewer hedge funds hold HIGH compared to a year ago (-29% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 27% buying

14 buying38 selling
Last quarter: 38 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 10 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 24% new

■ 39% conviction (2yr+) ■ 37% medium ■ 24% new
Of the 41 current holders: 16 (39%) held >2 years, 15 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~6 new funds/quarter

9 → 7 → 10 → 9 → 6 new funds/Q
New funds entering each quarter: 7 → 10 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 29% new entrants

■ 34% veterans ■ 37% 1-2yr ■ 29% new
Of 41 current holders: 14 (34%) held 2+ years, 15 held 1–2 years, 12 (29%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
8 of 41 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 Q1, 14 hedge funds were net buyers of HIGH (6 opened a new position, 8 added to an existing one), while 38 reduced or exited (22 trimmed, 16 sold completely) — a 27% buyer ratio, indicating net institutional distribution. 29% of total institutional value in HIGH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -10 funds (more exits than new entries). 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.

Is It Too Late to Buy Simplify Exchange Traded Fun (HIGH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HIGH has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
HIGH
+1.5%
SPY
+15.9%

HIGH outperformed SPY by -14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
HIGH
-0.1%
SPY
+2.0%

Since the filing became public, HIGH outperformed SPY by -2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.6
/ 10
conviction
Hedge Fund Positioning: HIGH
41 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 41 51 -19.61%
13F Shares 2M 4M -47.12%
Total Value $45M $89M -49.41%
New Positions 6 9 -3
Increased Positions 8 11 -3
Closed Positions 16 9 +7
Reduced Positions 22 23 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HIGH

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Financial Highlights

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Institutional Holders (2026 Q1)

41 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altiora Financial Group, LLC 0.81% 229,662 $4.9M
2 Tme Financial, INC. 0.65% 44,245 $944K
3 Stegent Equity Advisors, Inc. 0.63% 34,910 $745K
4 Legacy Wealth Managment, LLC/ID 0.45% 42,233 $901K
5 WealthPLAN Partners, LLC 0.30% 71,568 $1.5M
6 Principal Securities, INC. 0.18% 588,013 $12.5M
7 WealthPlan Investment Management, LLC 0.14% 119,357 $2.5M
8 Elevated Capital Advisors, LLC 0.09% 16,746 $357K
9 Mosley Wealth Management 0.08% 8,030 $185K
10 Luminist Capital LLC 0.04% 1,548 $33K
11 Whipplewood Advisors, LLC 0.03% 2,909 $62K
12 Redhawk Wealth Advisors, Inc. 0.03% 11,724 $250K
13 Key Capital Management, INC 0.02% 1,481 $32K
14 Integrated Advisors Network LLC 0.02% 13,415 $286K
15 Old Mission Capital LLC 0.01% 41,106 $877K
16 Summit Financial, LLC 0.01% 32,714 $698K
17 Mather Group, LLC. 0.01% 32,786 $700K
18 IFP Advisors, Inc 0.01% 11,502 $245K
19 Parkside Financial Bank & Trust 0.00% 2,796 $60K
20 Osaic Holdings, INC. 0.00% 119,424 $2.5M
21 AE Wealth Management LLC 0.00% 27,887 $595K
22 Foundations Investment Advisors, LLC 0.00% 10,228 $218K
23 Arax Advisory Partners 0.00% 3,781 $81K
24 Larson Financial Group LLC 0.00% 2,397 $51K
25 LPL Financial LLC 0.00% 285,784 $6.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HIGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HIGH?

Heavy selling pressure — only 27% buying: Last quarter: 38 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HIGH holders?

Strong quality — 29% AUM from major funds: 8 of 41 holders rank in the top 100 by AUM, accounting for 29% 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?

Mixed — 39% long-term, 24% new: Of the 41 current holders: 16 (39%) held >2 years, 15 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Simplify Exchange Traded Fun (HIGH) following the 2026 Q1 hedge fund 13F filings?

As of today, HIGH has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), HIGH has gained +1.5% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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