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 79 institutions that hold shares in the stock, with a total of 7.73 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
115,276
shares
|
$3.58 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
97,634
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 103.55%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
87,080
shares
|
$2.71 Million
0.19% of portfolio
|
Q2 2025
Added 253.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
70,039
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
69,303
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
66,174
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 844.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
54,497
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Reduced 61.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
50,764
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
49,195
shares
|
$1.53 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
44,769
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
34,055
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
33,255
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Added 73.12%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
30,861
shares
|
$958,851
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
25,355
shares
|
$787,779
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
24,921
shares
|
$774,295
0.65% of portfolio
|
Q2 2025
Added 123.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
24,015
shares
|
$746,146
0.05% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
23,019
shares
|
$715,200
0.79% of portfolio
|
Q2 2025
Reduced 86.01%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
21,720
shares
|
$674,840
0.02% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
21,266
shares
|
$660,734
0.19% of portfolio
|
Q2 2025
Reduced 28.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
16,777
shares
|
$521,261
0.04% of portfolio
|
Q2 2025
Added 4094.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
16,493
shares
|
$512,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
15,103
shares
|
$469,250
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14,871
shares
|
$462,041
0.03% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
14,818
shares
|
$460,395
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
14,582
shares
|
$453,062
0.0% of portfolio
|
Q2 2025
New holding
|