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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,476
shares
|
$255,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,468
shares
|
$254,971
0.0% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,906
shares
|
$238,049
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7,872
shares
|
$237,025
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,003
shares
|
$210,860
0.0% of portfolio
|
Q1 2025
Reduced 54.39%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,158
shares
|
$155,307
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
3,703
shares
|
$111,497
0.05% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,439
shares
|
$103,548
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,015
shares
|
$60,671
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,311
shares
|
$39,474
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,236
shares
|
$37,215
0.0% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$30,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
962
shares
|
$28,965
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
780
shares
|
$23,485
0.0% of portfolio
|
Q1 2025
Added 105.26%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
577
shares
|
$17,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
492
shares
|
$14,814
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
400
shares
|
$12,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
301
shares
|
$9,063
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
70
shares
|
$2,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
20
shares
|
$602
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|