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 47 institutions that hold shares in the stock, with a total of 6.89 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,086,617
shares
|
$31.3 Million
0.01% of portfolio
|
Q4 2024
Added 195.62%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
696,683
shares
|
$20.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
599,917
shares
|
$17.3 Million
1.87% of portfolio
|
Q4 2024
Added 64.99%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
534,413
shares
|
$15.4 Million
2.23% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
516,588
shares
|
$14.9 Million
4.09% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
507,224
shares
|
$14.6 Million
0.06% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
415,541
shares
|
$12 Million
0.44% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
301,468
shares
|
$8.7 Million
0.01% of portfolio
|
Q4 2024
Added 76.44%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
241,981
shares
|
$6.98 Million
2.8% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
239,006
shares
|
$6.9 Million
0.0% of portfolio
|
Q4 2024
Added 65.56%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
197,103
shares
|
$5.69 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
179,021
shares
|
$5.16 Million
0.05% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
175,711
shares
|
$5.07 Million
4.76% of portfolio
|
Q4 2024
Added 40.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
167,167
shares
|
$4.82 Million
0.24% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
155,812
shares
|
$4.5 Million
0.07% of portfolio
|
Q4 2022
Added 29.67%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
126,719
shares
|
$3.66 Million
1.48% of portfolio
|
Q4 2024
Added 64.73%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
120,784
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 282.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
99,588
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
76,607
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
59,946
shares
|
$1.73 Million
0.32% of portfolio
|
Q4 2024
Reduced 86.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
55,300
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
53,619
shares
|
$1.55 Million
0.33% of portfolio
|
Q4 2024
Added 42.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,870
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.13%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
33,785
shares
|
$974,697
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,934
shares
|
$690,495
0.04% of portfolio
|
Q4 2024
Reduced 3.28%
|