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 48 institutions that hold shares in the stock, with a total of 7.18 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
33,785
shares
|
$949,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,934
shares
|
$672,306
0.04% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,982
shares
|
$645,564
0.0% of portfolio
|
Q4 2024
Reduced 26.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
17,614
shares
|
$494,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,354
shares
|
$431,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
15,048
shares
|
$422,698
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
14,070
shares
|
$395,226
0.22% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,547
shares
|
$380,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
13,025
shares
|
$365,872
0.04% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
12,968
shares
|
$364,271
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
11,849
shares
|
$332,838
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,413
shares
|
$320,591
0.0% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
10,470
shares
|
$294,102
0.03% of portfolio
|
Q4 2024
Reduced 96.61%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,969
shares
|
$280,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,802
shares
|
$219,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
5,481
shares
|
$153,961
0.07% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,630
shares
|
$101,966
0.0% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,175
shares
|
$33,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$28,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
380
shares
|
$10,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
301
shares
|
$8,455
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
20
shares
|
$561
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|