Institutional Ownership Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 6.32 Million shares, which have been reported (via 13F filing form) to have a value of $200 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
653,927
shares
|
$20.7 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
586,221
shares
|
$18.5 Million
0.06% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
489,872
shares
|
$15.5 Million
3.49% of portfolio
|
Q2 2025
Reduced 41.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
405,829
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
324,558
shares
|
$10.3 Million
1.72% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
268,044
shares
|
$8.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
254,393
shares
|
$8.04 Million
2.48% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
246,833
shares
|
$7.8 Million
0.54% of portfolio
|
Q3 2025
Added 79.46%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
205,404
shares
|
$6.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
197,714
shares
|
$6.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
172,719
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
159,496
shares
|
$5.04 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
148,708
shares
|
$4.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.05%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
140,132
shares
|
$4.43 Million
0.77% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
135,762
shares
|
$4.29 Million
1.46% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
132,047
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 60.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
131,049
shares
|
$4.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 33.02%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
129,925
shares
|
$4.11 Million
0.62% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
127,131
shares
|
$4.02 Million
0.16% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
126,555
shares
|
$4 Million
0.01% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
116,980
shares
|
$3.7 Million
0.5% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
116,608
shares
|
$3.69 Million
0.11% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
88,131
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
80,535
shares
|
$2.55 Million
1.97% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
79,787
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2025
Added 15.13%
|
|