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 72 institutions that hold shares in the stock, with a total of 8.46 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,205,268
shares
|
$36.6 Million
0.01% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
819,883
shares
|
$24.9 Million
0.15% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
576,177
shares
|
$17.5 Million
0.06% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
534,849
shares
|
$16.2 Million
2.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
489,872
shares
|
$14.9 Million
3.49% of portfolio
|
Q2 2025
Reduced 41.66%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
462,710
shares
|
$14 Million
1.4% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
312,159
shares
|
$9.47 Million
0.01% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
290,085
shares
|
$8.8 Million
0.0% of portfolio
|
Q1 2025
Added 140.17%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
240,950
shares
|
$7.31 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
240,016
shares
|
$7.28 Million
0.02% of portfolio
|
Q1 2025
Added 213.31%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
197,148
shares
|
$5.98 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
195,638
shares
|
$5.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
185,356
shares
|
$5.62 Million
0.05% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
165,494
shares
|
$5.02 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
164,572
shares
|
$4.99 Million
4.52% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
155,812
shares
|
$4.73 Million
0.07% of portfolio
|
Q4 2022
Added 29.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
152,329
shares
|
$4.62 Million
0.42% of portfolio
|
Q1 2025
Reduced 22.72%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
151,944
shares
|
$4.61 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
147,533
shares
|
$4.48 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
140,793
shares
|
$4.27 Million
0.23% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
139,806
shares
|
$4.24 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
137,542
shares
|
$4.17 Million
0.22% of portfolio
|
Q2 2025
Reduced 60.48%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
135,004
shares
|
$4.1 Million
1.62% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
122,709
shares
|
$3.72 Million
0.61% of portfolio
|
Q2 2025
Added 42.36%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
119,122
shares
|
$3.61 Million
0.65% of portfolio
|
Q1 2025
Added 818.58%
|