Purchases and Sales Made in Q2 2025 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q2 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
196K+ 42.32% |
$5.33M - $5.88M
|
659K
$20.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
178K+ 193.53% |
$4.84M - $5.34M
|
270K
$8.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
152KNew |
$4.14M - $4.57M
|
152K
$4.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
140KNew |
$3.81M - $4.2M
|
140K
$4.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
111K+ 1413.11% |
$3.03M - $3.34M
|
119K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94K+ 39.15% |
$2.56M - $2.82M
|
334K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
93.8K+ 47.59% |
$2.55M - $2.82M
|
291K
$9.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69.3KNew |
$1.89M - $2.08M
|
69.3K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.4K+ 22.21% |
$1.75M - $1.94M
|
355K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
62.5K+ 253.94% |
$1.7M - $1.88M
|
87.1K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
59.9K+ 30.61% |
$1.63M - $1.8M
|
256K
$7.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.2K+ 844.94% |
$1.61M - $1.78M
|
66.2K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.7K+ 103.55% |
$1.35M - $1.49M
|
97.6K
$3.03M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
49.2KNew |
$1.34M - $1.48M
|
49.2K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
36.5K+ 42.36% |
$994K - $1.1M
|
123K
$3.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
36K+ 6.66% |
$979K - $1.08M
|
576K
$17.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
30.9KNew |
$840K - $927K
|
30.9K
$959K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5KNew |
$449K - $496K
|
16.5K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.4K+ 4094.25% |
$446K - $492K
|
16.8K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$411K - $454K
|
15.1K
$469K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$403K - $445K
|
14.8K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$397K - $438K
|
14.6K
$453K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
14K+ 73.12% |
$382K - $422K
|
33.3K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
13.8K+ 123.55% |
$375K - $414K
|
24.9K
$774K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.2K+ 12.48% |
$358K - $395K
|
119K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.6K+ 7.63% |
$316K - $349K
|
164K
$5.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 5.56% |
$280K - $310K
|
196K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.65KNew |
$235K - $260K
|
8.65K
$269K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.42KNew |
$229K - $253K
|
8.42K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.06KNew |
$220K - $242K
|
8.06K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.3K+ 8.19% |
$144K - $159K
|
70K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.65K+ 4.62% |
$127K - $140K
|
105K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.17K+ 80.92% |
$114K - $125K
|
9.33K
$290K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.86K+ 9.42% |
$105K - $116K
|
44.8K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.36KNew |
$91.4K - $101K
|
3.36K
$104K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.19K+ 10.94% |
$32.5K - $35.9K
|
12.1K
$376K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
492New |
$13.4K - $14.8K
|
492
$15.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
462New |
$12.6K - $13.9K
|
462
$14.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
399+ 2.84% |
$10.9K - $12K
|
14.5K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
304New |
$8.27K - $9.14K
|
304
$9.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
285+ 3.6% |
$7.76K - $8.56K
|
8.19K
$254K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
154+ 51.16% |
$4.19K - $4.63K
|
455
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
111+ 0.75% |
$3.02K - $3.34K
|
14.9K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.1% |
$1.36K - $1.5K
|
50.8K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
44+ 1.19% |
$1.2K - $1.32K
|
3.75K
$116K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-150- 0.59% |
$4.08K - $4.51K
|
25.4K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-198- 0.17% |
$5.39K - $5.95K
|
116K
$3.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-225- 7.95% |
$6.12K - $6.76K
|
2.61K
$81K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-329- 1.35% |
$8.96K - $9.89K
|
24K
$746K
|