Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (HIGH)

46 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
36%

Smart Money Signals — HIGH

Based on 46 hedge funds · latest filing: 2025 Q4 · 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 55% of 3.0Y high

55% of all-time peak
Only 46 funds hold HIGH today versus a peak of 84 funds at 2024 Q4 — just 55% 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 — 45% fewer funds vs a year ago

fund count last 6Q
38 fewer hedge funds hold HIGH compared to a year ago (-45% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 36% buying

17 buying30 selling
Last quarter: 30 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

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

Mixed — 26% long-term, 26% new

■ 26% conviction (2yr+) ■ 48% medium ■ 26% new
Of the 46 current holders: 12 (26%) held >2 years, 22 held 1–2 years, and 12 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 — ~7 new funds/quarter

16 → 6 → 7 → 10 → 7 new funds/Q
New funds entering each quarter: 6 → 7 → 10 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 15% veterans, 37% new entrants

■ 15% veterans ■ 48% 1-2yr ■ 37% new
Of 46 current holders: 7 (15%) held 2+ years, 22 held 1–2 years, 17 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
6 of 46 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: HIGH
2026 Q1 Stats Unlock in 19 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 48 -4.17%
13F Shares 4M 5M -25.95%
Total Value $83M $117M -28.55%
New Positions 7 10 -3
Increased Positions 10 20 -10
Closed Positions 9 9 -
Reduced Positions 21 14 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HIGH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

46 + investors

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

Top 15 institutional holders of HIGH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stegent Equity Advisors, Inc. 0.63% 34,910 $745K
2 WealthPLAN Partners, LLC 0.30% 71,568 $1.5M
3 WealthPlan Investment Management, LLC 0.14% 119,357 $2.5M
4 Elevated Capital Advisors, LLC 0.09% 16,746 $357K
5 Mosley Wealth Management 0.08% 8,030 $185K
6 Luminist Capital LLC 0.04% 1,548 $33K
7 Whipplewood Advisors, LLC 0.03% 2,909 $62K
8 Redhawk Wealth Advisors, Inc. 0.03% 11,724 $250K
9 Integrated Advisors Network LLC 0.02% 13,415 $286K
10 MATHER GROUP, LLC. 0.01% 32,786 $700K
11 IFP Advisors, Inc 0.01% 11,502 $245K
12 NBC SECURITIES, INC. 0.00% 874 $19K
13 Kestra Advisory Services, LLC 0.00% 10,082 $215K
14 MOTCO 0.00% 287 $6K
15 Farther Finance Advisors, LLC 0.00% 1 —
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 36% buying: Last quarter: 30 funds sold vs only 17 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?

Smaller funds dominant — 16% AUM from top-100: 6 of 46 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HIGH?

Mixed — 26% long-term, 26% new: Of the 46 current holders: 12 (26%) held >2 years, 22 held 1–2 years, and 12 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.

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.