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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
91,884
shares
|
$2.71 Million
0.04% of portfolio
|
Q1 2025
Added 171.97%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
86,194
shares
|
$2.54 Million
0.42% of portfolio
|
Q1 2025
Added 43.79%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
75,376
shares
|
$2.22 Million
5.15% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
64,738
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2025
Added 377.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
50,714
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
47,966
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
40,913
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
36,985
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
36,936
shares
|
$1.09 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
29,708
shares
|
$875,791
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
25,505
shares
|
$751,887
0.0% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
24,603
shares
|
$725,296
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
24,344
shares
|
$717,661
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
23,709
shares
|
$698,941
0.04% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
19,209
shares
|
$566,281
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
18,272
shares
|
$538,658
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,760
shares
|
$435,124
0.03% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
14,070
shares
|
$414,783
0.22% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
13,025
shares
|
$383,977
0.04% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
11,148
shares
|
$328,643
0.23% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,913
shares
|
$321,715
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
10,470
shares
|
$308,655
0.02% of portfolio
|
Q4 2024
Reduced 96.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,763
shares
|
$287,813
0.0% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
8,629
shares
|
$254,382
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,476
shares
|
$249,872
0.0% of portfolio
|
Q1 2025
New holding
|