Purchases and Sales Made in Q3 2025 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
109K+ 79.46% |
$3.28M - $3.42M
|
247K
$7.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
88.1KNew |
$2.65M - $2.76M
|
88.1K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
80.5KNew |
$2.42M - $2.52M
|
80.5K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
75KNew |
$2.25M - $2.35M
|
75K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
57.7KNew |
$1.73M - $1.8M
|
57.7K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40KNew |
$1.2M - $1.25M
|
40K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28KNew |
$840K - $875K
|
28K
$884K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 337.5% |
$817K - $851K
|
35.3K
$1.12M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 5.58% |
$404K - $420K
|
254K
$8.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5K+ 15.13% |
$315K - $328K
|
79.8K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10K+ 1.74% |
$302K - $314K
|
586K
$18.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.76KNew |
$293K - $305K
|
9.76K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.14K+ 48.52% |
$244K - $255K
|
24.9K
$788K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.02KNew |
$241K - $251K
|
8.02K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.02K+ 6.73% |
$241K - $251K
|
127K
$4.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.95K+ 6.7% |
$239K - $248K
|
127K
$4M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.22K+ 5.88% |
$217K - $226K
|
130K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.42K+ 79.91% |
$193K - $201K
|
14.4K
$457K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6K+ 1.88% |
$180K - $188K
|
325K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.63K+ 10.33% |
$169K - $176K
|
60.1K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.53K+ 23.35% |
$106K - $110K
|
18.6K
$589K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3.12KNew |
$93.5K - $97.4K
|
3.12K
$98.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.51K+ 11.57% |
$75.5K - $78.6K
|
24.2K
$766K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.33K+ 69.48% |
$70K - $73K
|
5.69K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.29K+ 26.51% |
$68.8K - $71.7K
|
10.9K
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
2.1K+ 14.48% |
$62.9K - $65.5K
|
16.6K
$524K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.79K+ 2.55% |
$53.7K - $55.9K
|
71.8K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.7K+ 1.48% |
$51.2K - $53.3K
|
117K
$3.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.52K+ 1.13% |
$45.6K - $47.5K
|
136K
$4.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.34KNew |
$40.2K - $41.9K
|
1.34K
$42.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
900+ 26.17% |
$27K - $28.1K
|
4.34K
$137K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
851+ 5.72% |
$25.5K - $26.6K
|
15.7K
$497K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
719+ 5.94% |
$21.6K - $22.5K
|
12.8K
$405K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
650New |
$19.5K - $20.3K
|
650
$20.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
545+ 54.5% |
$16.4K - $17K
|
1.55K
$48.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
350+ 0.3% |
$10.5K - $10.9K
|
117K
$3.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
118+ 1.44% |
$3.54K - $3.69K
|
8.31K
$263K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116+ 0.23% |
$3.48K - $3.63K
|
50.9K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$30 - $31.3
|
463
$14.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.22% |
$30 - $31.3
|
454
$14.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-65- 0.97% |
$1.95K - $2.03K
|
6.66K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-73- 12.65% |
$2.19K - $2.28K
|
504
$15.9K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93- 0.05% |
$2.79K - $2.91K
|
173K
$5.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-160- 6.14% |
$4.8K - $5K
|
2.45K
$77.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-433- 41.2% |
$13K - $13.5K
|
618
$19.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-497- 5.33% |
$14.9K - $15.5K
|
8.84K
$279K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.67K- 0.62% |
$50K - $52.1K
|
268K
$8.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.69K- 5.08% |
$50.7K - $52.8K
|
31.6K
$998K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.11K- 8.31% |
$63.2K - $65.9K
|
23.2K
$735K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.45K- 2.72% |
$134K - $139K
|
159K
$5.04M
|
|