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 |
---|---|---|---|---|---|
Middleton & CO Inc
|
Aug 12, 2024 Q2 2024 |
20,107
shares
|
$588,732
0.06% of portfolio
|
Q2 2024
Reduced 62.27%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,664
shares
|
$458,641
0.0% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
14,303
shares
|
$418,791
0.0% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
10,480
shares
|
$306,854
0.0% of portfolio
|
Q2 2024
Reduced 68.81%
|
|
Proficio Capital Partners LLC
Newton, MA |
Jul 25, 2024 Q2 2024 |
10,470
shares
|
$306,561
0.03% of portfolio
|
Q1 2024
New holding
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,046
shares
|
$264,866
0.0% of portfolio
|
Q2 2024
New holding
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
7,915
shares
|
$231,751
0.16% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,944
shares
|
$203,320
0.0% of portfolio
|
Q3 2024
Reduced 40.84%
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
5,453
shares
|
$159,663
0.06% of portfolio
|
Q3 2024
Added 2.54%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
4,181
shares
|
$122,419
0.01% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
772
shares
|
$22,604
0.0% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
300
shares
|
$8,784
0.0% of portfolio
|
Q2 2024
Added 29900.0%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
286
shares
|
$8,374
0.0% of portfolio
|
Q2 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
197
shares
|
$5,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$585
0.0% of portfolio
|
Q3 2023
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
3
shares
|
$87
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|