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 76 institutions that hold shares in the stock, with a total of 6.32 Million shares, which have been reported (via 13F filing form) to have a value of $200 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
75,022
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
71,828
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
60,127
shares
|
$1.9 Million
0.1% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
57,677
shares
|
$1.82 Million
1.85% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
50,880
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
39,997
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
35,280
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 337.5%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
31,565
shares
|
$997,769
0.2% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
27,970
shares
|
$884,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
24,917
shares
|
$787,626
0.05% of portfolio
|
Q3 2025
Added 48.52%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
24,234
shares
|
$766,036
0.03% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
24,015
shares
|
$759,114
0.04% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,807
shares
|
$752,539
0.0% of portfolio
|
Q3 2025
Reduced 75.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
23,249
shares
|
$734,900
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,629
shares
|
$588,862
0.02% of portfolio
|
Q3 2025
Added 23.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,434
shares
|
$551,088
0.0% of portfolio
|
Q3 2025
Reduced 48.81%
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
16,564
shares
|
$523,588
0.23% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
15,722
shares
|
$496,972
0.03% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,443
shares
|
$456,543
0.0% of portfolio
|
Q3 2025
Added 79.91%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
13,025
shares
|
$411,720
0.04% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,826
shares
|
$405,429
0.02% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
12,516
shares
|
$395,630
0.1% of portfolio
|
Q3 2025
Reduced 41.15%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
11,643
shares
|
$368,035
0.02% of portfolio
|
Q3 2025
Reduced 96.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,942
shares
|
$345,876
0.0% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
10,470
shares
|
$330,956
0.02% of portfolio
|
Q4 2024
Reduced 96.61%
|
|