Purchases and Sales Made in Q4 2025 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
332KNew |
$10.3M - $10.6M
|
332K
$10.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.8KNew |
$334K - $344K
|
10.8K
$341K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
9.26KNew |
$287K - $295K
|
9.26K
$293K
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
6.92KNew |
$214K - $220K
|
6.92K
$219K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
3.2K+ 19.31% |
$99.1K - $102K
|
19.8K
$625K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 4.41% |
$82.2K - $84.6K
|
62.8K
$1.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.04K+ 2.31% |
$63.1K - $65K
|
90.2K
$2.85M
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
974+ 3.09% |
$30.2K - $31.1K
|
32.5K
$1.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-25- 1.02% |
$775 - $797
|
2.42K
$76.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.79K- 1.38% |
$55.5K - $57.1K
|
128K
$4.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.42K- 29.39% |
$106K - $109K
|
8.22K
$260K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-8.83K- 7.55% |
$274K - $282K
|
108K
$3.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-12K- 8.54% |
$371K - $382K
|
128K
$4.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.9K- 17.06% |
$616K - $634K
|
96.7K
$3.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-52.9K- 33.15% |
$1.64M - $1.69M
|
107K
$3.37M
|
|