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 5.93 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
24,745
shares
|
$728,740
0.05% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
15,975
shares
|
$470,463
0.05% of portfolio
|
Q3 2024
Reduced 20.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
14,932
shares
|
$439,747
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,058
shares
|
$414,008
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
10,470
shares
|
$308,341
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
7,103
shares
|
$209,183
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,944
shares
|
$204,500
0.0% of portfolio
|
Q3 2024
Reduced 40.84%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
5,453
shares
|
$160,590
0.06% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,656
shares
|
$107,669
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,238
shares
|
$95,359
0.0% of portfolio
|
Q3 2024
Added 319.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
301
shares
|
$8,864
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$589
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|