Simplify Exchange Traded Fds H HEQT
Institutional shares held
6.3 Million
0
calls
0
puts
Total value of holdings
$199M
$0
calls
$0
puts
# of Institutions
77
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-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
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Cwm, LLC586KShares$18.5 Million0.06% of portfolio
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Keudell490KShares$15.5 Million3.49% of portfolio
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Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
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Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio
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Stephens Inc268KShares$8.47 Million0.11% of portfolio
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Arq Wealth Advisors, LLC254KShares$8.04 Million2.48% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE247KShares$7.8 Million0.54% of portfolio
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Ubs Group Ag205KShares$6.49 Million0.0% of portfolio
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Private Advisor Group, LLC198KShares$6.25 Million0.03% of portfolio