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 71 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
100,800
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
91,884
shares
|
$2.77 Million
0.04% of portfolio
|
Q1 2025
Added 171.97%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
75,376
shares
|
$2.27 Million
5.15% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
64,738
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Added 377.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
50,714
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
47,966
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
40,913
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
36,985
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
36,936
shares
|
$1.11 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
30,861
shares
|
$929,224
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
29,708
shares
|
$894,507
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
25,505
shares
|
$767,955
0.0% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
24,921
shares
|
$750,371
0.65% of portfolio
|
Q2 2025
Added 123.55%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
24,603
shares
|
$740,796
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
24,344
shares
|
$732,997
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
23,709
shares
|
$713,877
0.04% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
19,209
shares
|
$578,382
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
18,272
shares
|
$550,169
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,760
shares
|
$444,423
0.03% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
14,469
shares
|
$435,661
0.21% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
13,025
shares
|
$392,182
0.04% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,913
shares
|
$328,590
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
10,470
shares
|
$315,251
0.02% of portfolio
|
Q4 2024
Reduced 96.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,763
shares
|
$293,963
0.0% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
8,629
shares
|
$259,819
0.01% of portfolio
|
Q1 2025
New holding
|