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 7.72 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
658,530
shares
|
$20.2 Million
1.56% of portfolio
|
Q2 2025
Added 42.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
628,224
shares
|
$19.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.88%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
576,177
shares
|
$17.7 Million
0.06% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
489,872
shares
|
$15 Million
3.49% of portfolio
|
Q2 2025
Reduced 41.66%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
354,510
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
333,975
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2025
Added 39.15%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
318,558
shares
|
$9.79 Million
1.73% of portfolio
|
Q2 2025
Reduced 40.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
290,978
shares
|
$8.94 Million
0.44% of portfolio
|
Q2 2025
Added 47.59%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
269,709
shares
|
$8.29 Million
0.12% of portfolio
|
Q2 2025
Added 193.53%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
258,514
shares
|
$7.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 68.47%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
255,520
shares
|
$7.85 Million
0.0% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
240,950
shares
|
$7.4 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
195,657
shares
|
$6.01 Million
0.05% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
172,812
shares
|
$5.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
165,494
shares
|
$5.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
163,948
shares
|
$5.04 Million
0.45% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
151,944
shares
|
$4.67 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
147,533
shares
|
$4.53 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
139,806
shares
|
$4.29 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
137,542
shares
|
$4.23 Million
0.22% of portfolio
|
Q2 2025
Reduced 60.48%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
134,242
shares
|
$4.12 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
122,709
shares
|
$3.77 Million
0.61% of portfolio
|
Q2 2025
Added 42.36%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
119,112
shares
|
$3.66 Million
0.16% of portfolio
|
Q2 2025
Added 1413.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
116,258
shares
|
$3.57 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
115,276
shares
|
$3.54 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.23%
|