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 59 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
May 08, 2024 Q1 2024 |
5,096,110
shares
|
$142 Million
13.1% of portfolio
|
Q1 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
855,181
shares
|
$23.7 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
541,933
shares
|
$15 Million
1.49% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
541,710
shares
|
$15 Million
0.16% of portfolio
|
Q1 2024
Added 209.65%
|
|
|
Keudell
|
May 07, 2024 Q1 2024 |
427,636
shares
|
$11.9 Million
3.44% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
420,073
shares
|
$11.7 Million
0.46% of portfolio
|
Q1 2024
Added 359.31%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
364,049
shares
|
$10.1 Million
1.63% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
328,096
shares
|
$9.11 Million
0.04% of portfolio
|
Q1 2024
Added 818.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
245,753
shares
|
$6.82 Million
0.01% of portfolio
|
Q1 2024
Added 11.29%
|
|
|
Arq Wealth Advisors, LLC
|
May 23, 2024 Q1 2024 |
231,485
shares
|
$6.43 Million
2.75% of portfolio
|
Q1 2024
Added 18.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
214,338
shares
|
$5.95 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
203,194
shares
|
$5.64 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
199,874
shares
|
$5.55 Million
0.57% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Norden Group LLC
Provo, UT |
Apr 19, 2024 Q1 2024 |
189,280
shares
|
$5.26 Million
0.06% of portfolio
|
Q1 2024
Reduced 90.0%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 17, 2024 Q1 2024 |
180,787
shares
|
$5.02 Million
0.89% of portfolio
|
Q1 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
155,812
shares
|
$4.33 Million
0.07% of portfolio
|
Q4 2022
Added 29.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
146,816
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2024
Added 808.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
143,779
shares
|
$3.99 Million
0.23% of portfolio
|
Q1 2024
Added 5.28%
|
|
|
Prosperity Consulting Group, LLC
|
May 01, 2024 Q1 2024 |
127,712
shares
|
$3.55 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
126,860
shares
|
$3.52 Million
0.04% of portfolio
|
Q1 2024
Added 4.05%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2024 Q1 2024 |
122,072
shares
|
$3.39 Million
0.96% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
115,742
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2024
Added 312.22%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 02, 2024 Q1 2024 |
93,157
shares
|
$2.59 Million
1.95% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
85,924
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
83,607
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|