Simplify Exchange Traded Fds H HEQT
Institutional shares held
10.5 Million
0
calls
0
puts
Total value of holdings
$310M
$0
calls
$0
puts
# of Institutions
69
We take great care to ensure that the data presented and summarized in this overview for SIMPLIFY EXCHANGE TRADED FDS H is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HEQT
View all-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$54.6 Million8.5% of portfolio
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Lpl Financial LLC Fort Mill, SC1.21MShares$35.5 Million0.01% of portfolio
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Keudell840KShares$24.8 Million5.78% of portfolio
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Private Advisor Group, LLC820KShares$24.2 Million0.15% of portfolio
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Cwm, LLC540KShares$15.9 Million0.06% of portfolio
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Wealth Plan Partners, LLC Omaha, NE535KShares$15.8 Million2.15% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE463KShares$13.6 Million1.4% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE348KShares$10.3 Million0.42% of portfolio
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High Tower Advisors, LLC Chicago, IL312KShares$9.2 Million0.01% of portfolio
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Envestnet Asset Management Inc290KShares$8.55 Million0.0% of portfolio