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 39 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
696,683
shares
|
$21 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
|
$18.1 Million
1.87% of portfolio
|
Q4 2024
Added 64.99%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
534,413
shares
|
$16.1 Million
2.23% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
516,588
shares
|
$15.6 Million
4.09% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
507,224
shares
|
$15.3 Million
0.06% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
415,541
shares
|
$12.5 Million
0.44% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
367,569
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
239,709
shares
|
$7.23 Million
2.67% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
200,803
shares
|
$6.06 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
179,021
shares
|
$5.4 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
|
$5.3 Million
4.76% of portfolio
|
Q4 2024
Added 40.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
170,857
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
167,167
shares
|
$5.04 Million
0.24% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
155,812
shares
|
$4.7 Million
0.07% of portfolio
|
Q4 2022
Added 29.67%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
144,362
shares
|
$4.36 Million
0.0% of portfolio
|
Q3 2024
Added 1277.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
99,588
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
84,394
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
76,927
shares
|
$2.32 Million
0.82% of portfolio
|
Q3 2024
Added 31.9%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
59,946
shares
|
$1.81 Million
0.32% of portfolio
|
Q4 2024
Reduced 86.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
55,159
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.06%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
53,619
shares
|
$1.62 Million
0.33% of portfolio
|
Q4 2024
Added 42.37%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
33,785
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,586
shares
|
$952,949
0.0% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
31,166
shares
|
$940,278
0.0% of portfolio
|
Q3 2024
Reduced 85.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
28,117
shares
|
$848,289
0.0% of portfolio
|
Q3 2024
Reduced 37.31%
|