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 59 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
847
shares
|
$23,673
0.0% of portfolio
|
Q1 2024
Reduced 71.17%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
376
shares
|
$10,509
0.0% of portfolio
|
Q1 2024
New holding
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
279
shares
|
$7,798
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
220
shares
|
$6,149
0.0% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
197
shares
|
$5,506
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
20
shares
|
$559
0.0% of portfolio
|
Q3 2023
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
3
shares
|
$83
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|