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 42 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
884,372
shares
|
$25.9 Million
0.16% of portfolio
|
Q3 2024
Added 267.34%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
545,585
shares
|
$16 Million
1.62% of portfolio
|
Q2 2024
Added 0.67%
|
|
Keudell
|
Jul 16, 2024 Q2 2024 |
505,746
shares
|
$14.8 Million
4.1% of portfolio
|
Q2 2024
Added 18.27%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
470,887
shares
|
$13.8 Million
0.06% of portfolio
|
Q3 2024
Added 26.93%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
424,418
shares
|
$12.4 Million
0.46% of portfolio
|
Q2 2024
Added 1.03%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
359,562
shares
|
$10.5 Million
1.62% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
314,878
shares
|
$9.22 Million
0.0% of portfolio
|
Q2 2024
Added 172.05%
|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
236,595
shares
|
$6.93 Million
2.93% of portfolio
|
Q2 2024
Added 2.21%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
224,881
shares
|
$6.58 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.49%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
208,628
shares
|
$6.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
202,601
shares
|
$5.93 Million
0.58% of portfolio
|
Q2 2024
Added 1.36%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
174,668
shares
|
$5.11 Million
0.05% of portfolio
|
Q2 2024
Added 37.69%
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
157,318
shares
|
$4.61 Million
0.21% of portfolio
|
Q3 2024
Added 5.24%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
155,812
shares
|
$4.56 Million
0.07% of portfolio
|
Q4 2022
Added 29.67%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
111,797
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.85%
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 15, 2024 Q2 2024 |
96,138
shares
|
$2.81 Million
2.23% of portfolio
|
Q2 2024
Added 3.2%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
84,394
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
80,845
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2024
Added 21.18%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
73,603
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
58,322
shares
|
$1.71 Million
0.68% of portfolio
|
Q2 2024
Added 15.33%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
44,848
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 47.81%
|
|
Peterson Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
41,033
shares
|
$1.2 Million
0.26% of portfolio
|
Q2 2024
Added 26.26%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
32,723
shares
|
$958,129
0.15% of portfolio
|
Q2 2024
Added 14.08%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
32,374
shares
|
$947,910
0.0% of portfolio
|
Q2 2024
Reduced 47.53%
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
24,745
shares
|
$724,533
0.05% of portfolio
|
Q3 2024
Added 24.25%
|