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 |
|---|---|---|---|---|---|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
14,469
shares
|
$449,551
0.21% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
13,025
shares
|
$404,686
0.04% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,107
shares
|
$376,164
0.02% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
10,470
shares
|
$325,302
0.0% of portfolio
|
Q4 2024
Reduced 96.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,332
shares
|
$289,945
0.03% of portfolio
|
Q2 2025
Added 80.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,649
shares
|
$268,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
8,415
shares
|
$261,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,191
shares
|
$254,494
0.0% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,064
shares
|
$250,548
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
8,028
shares
|
$249,429
0.0% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,010
shares
|
$248,870
0.01% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,727
shares
|
$209,007
0.0% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
3,747
shares
|
$116,419
0.06% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,439
shares
|
$106,849
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,358
shares
|
$104,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
2,606
shares
|
$80,968
0.05% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,051
shares
|
$32,654
0.0% of portfolio
|
Q2 2025
Reduced 47.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$31,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
901
shares
|
$27,994
0.0% of portfolio
|
Q2 2025
Reduced 99.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
780
shares
|
$24,234
0.0% of portfolio
|
Q1 2025
Added 105.26%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
628
shares
|
$19,511
0.0% of portfolio
|
Q2 2025
Reduced 49.19%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
577
shares
|
$17,927
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
492
shares
|
$15,286
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
462
shares
|
$14,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
455
shares
|
$14,136
0.0% of portfolio
|
Q2 2025
Added 51.16%
|