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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,755
shares
|
$308,355
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
8,835
shares
|
$279,274
0.03% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,309
shares
|
$262,647
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,021
shares
|
$253,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,010
shares
|
$253,196
0.01% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,662
shares
|
$210,585
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,691
shares
|
$179,892
0.0% of portfolio
|
Q2 2025
Reduced 40.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,339
shares
|
$137,155
0.0% of portfolio
|
Q3 2025
Added 26.17%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
3,115
shares
|
$98,465
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
2,845
shares
|
$89,930
0.06% of portfolio
|
Q3 2025
Reduced 88.58%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
2,446
shares
|
$77,318
0.04% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,545
shares
|
$48,837
0.0% of portfolio
|
Q3 2025
Added 54.5%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,340
shares
|
$42,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
901
shares
|
$28,480
0.0% of portfolio
|
Q2 2025
Reduced 99.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
780
shares
|
$24,655
0.0% of portfolio
|
Q1 2025
Added 105.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
650
shares
|
$20,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
628
shares
|
$19,851
0.0% of portfolio
|
Q2 2025
Reduced 49.19%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
618
shares
|
$19,534
0.0% of portfolio
|
Q3 2025
Reduced 41.2%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
504
shares
|
$15,931
0.0% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
463
shares
|
$14,635
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
454
shares
|
$14,350
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
396
shares
|
$12,517
0.0% of portfolio
|
Q3 2025
Reduced 99.12%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
70
shares
|
$2,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
56
shares
|
$1,770
0.0% of portfolio
|
Q3 2025
Reduced 99.97%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$632
0.0% of portfolio
|
Q3 2023
New holding
|
|