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 69 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,852,658
shares
|
$54.6 Million
8.5% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,205,268
shares
|
$35.5 Million
0.01% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
839,669
shares
|
$24.8 Million
5.78% of portfolio
|
Q1 2025
Added 62.54%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
819,883
shares
|
$24.2 Million
0.15% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
540,212
shares
|
$15.9 Million
0.06% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
534,849
shares
|
$15.8 Million
2.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
462,710
shares
|
$13.6 Million
1.4% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
348,050
shares
|
$10.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
312,159
shares
|
$9.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
290,085
shares
|
$8.55 Million
0.0% of portfolio
|
Q1 2025
Added 140.17%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
240,950
shares
|
$7.1 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
240,016
shares
|
$7.08 Million
0.02% of portfolio
|
Q1 2025
Added 213.31%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
197,148
shares
|
$5.81 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
195,638
shares
|
$5.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
185,356
shares
|
$5.46 Million
0.05% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
169,796
shares
|
$5.01 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
164,572
shares
|
$4.85 Million
4.52% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
156,031
shares
|
$4.6 Million
0.92% of portfolio
|
Q1 2025
Added 191.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
155,812
shares
|
$4.59 Million
0.07% of portfolio
|
Q4 2022
Added 29.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
152,329
shares
|
$4.49 Million
0.42% of portfolio
|
Q1 2025
Reduced 22.72%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
140,793
shares
|
$4.15 Million
0.23% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
135,004
shares
|
$3.98 Million
1.62% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
119,122
shares
|
$3.51 Million
0.65% of portfolio
|
Q1 2025
Added 818.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
116,456
shares
|
$3.43 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
100,800
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
Added 1.96%
|