Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: HEQT
- CUSIP Number: 82889n764
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 605k | $19M | 3% | Dec 2025 |
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| WealthPlan Investment Management | 558k | $18M | -15% | Dec 2025 |
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| Keudell/Morrison Wealth Management | 517k | $17M | 6% | Dec 2025 |
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| LPL Financial | 459k | $15M | 13% | Dec 2025 |
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| Leo Wealth | 332k | $11M | 100% | Dec 2025 |
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| Feltz Wealth PLAN | 325k | $10M | 2% | Sep 2025 |
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| Arq Wealth Advisors | 254k | $7.9M | 6% | Sep 2025 |
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| Stephens | 208k | $6.7M | -22% | Dec 2025 |
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| Private Advisor | 198k | $6.2M | -24% | Sep 2025 |
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| HighTower Advisors | 173k | $5.4M | 0% | Sep 2025 |
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| Envestnet Asset Management | 149k | $4.6M | -58% | Sep 2025 |
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| Meridian Wealth Management | 134k | $4.3M | 5% | Dec 2025 |
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| Mml Investors Services | 132k | $4.1M | -60% | Sep 2025 |
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| Steward Partners Investment Advisory | 131k | $4.1M | -33% | Sep 2025 |
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| Peterson Wealth Advisors | 128k | $4.1M | -9% | Dec 2025 |
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| Financial Enhancement | 128k | $4.1M | -1% | Dec 2025 |
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| Ameritas Advisory Services | 127k | $4.1M | -49% | Dec 2025 |
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| Advisor Group Holdings | 127k | $4.0M | 7% | Sep 2025 |
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| UBS Group | 113k | $3.6M | -45% | Dec 2025 |
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| Victory Financial Group | 108k | $3.5M | -8% | Dec 2025 |
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| Smith, Moore & Co. | 107k | $3.4M | -33% | Dec 2025 |
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| Harmony Asset Management | 107k | $3.4M | -22% | Dec 2025 |
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| Dynamic Advisors Solutions | 97k | $3.1M | -17% | Dec 2025 |
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| Sowell Financial Services | 88k | $2.8M | 100% | Sep 2025 |
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| Resources Investment Advisors | 84k | $2.7M | 17% | Dec 2025 |
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| Sound Financial Strategies Group | 81k | $2.5M | 100% | Sep 2025 |
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| Equitable Holdings | 80k | $2.5M | 15% | Sep 2025 |
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| Parallel Advisors | 75k | $2.3M | 100% | Sep 2025 |
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| Evolution Wealth Management | 64k | $2.1M | 11% | Dec 2025 |
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| Stratos Wealth Advisors | 60k | $1.9M | 10% | Sep 2025 |
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| Captrust Financial Advisors | 51k | $1.6M | 0% | Sep 2025 |
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| ATX Financial Planning | 45k | $1.4M | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 37k | $1.2M | 154% | Dec 2025 |
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| Change Path | 35k | $1.1M | 338% | Sep 2025 |
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| BFI Wealth Solutions | 35k | $1.1M | 100% | Dec 2025 |
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| Cambridge Advisors | 33k | $1.0M | 3% | Dec 2025 |
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| Cambridge Investment Research Advisors | 29k | $913k | 2% | Dec 2025 |
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| Smartleaf Asset Management | 25k | $777k | 49% | Sep 2025 |
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| Ausdal Financial Partners | 24k | $750k | 0% | Sep 2025 |
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| Susquehanna International | 24k | $744k | -76% | Sep 2025 |
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| Cetera Investment Advisers | 24k | $752k | 1% | Dec 2025 |
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| PFG Advisors | 22k | $714k | -8% | Dec 2025 |
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| Bay Rivers Group | 20k | $633k | 19% | Dec 2025 |
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| Gts Securities | 19k | $582k | 23% | Sep 2025 |
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| Commonwealth Equity Services | 17k | $545k | -49% | Sep 2025 |
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| Hilltop Holdings | 16k | $491k | 6% | Sep 2025 |
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| Middleton & Company | 13k | $418k | 0% | Dec 2025 |
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| Western Wealth Management | 13k | $401k | 6% | Sep 2025 |
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| Encompass More Asset Management | 13k | $391k | -41% | Sep 2025 |
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| Fundamentun | 12k | $364k | -96% | Sep 2025 |
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| Brookwood Investment Group | 11k | $352k | 13% | Dec 2025 |
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| Citadel Advisors | 11k | $342k | 27% | Sep 2025 |
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| Diversify Advisory Services | 11k | $349k | 100% | Dec 2025 |
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| Proficio Capital Partners | 11k | $327k | 0% | Sep 2025 |
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| Independence Wealth Advisors | 9.3k | $297k | 100% | Dec 2025 |
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| Golden State Wealth Management | 8.8k | $276k | -5% | Sep 2025 |
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| Betterment | 8.3k | $260k | 1% | Sep 2025 |
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| AE Wealth Management | 5.9k | $190k | -11% | Dec 2025 |
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| Royal Bank of Canada | 5.7k | $180k | 69% | Sep 2025 |
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| Jpmorgan Chase & Co | 4.3k | $136k | 100% | Sep 2025 |
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| Advisors Preferred | 3.5k | $112k | 100% | Dec 2025 |
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| CGC Financial Services | 3.1k | $97k | 100% | Sep 2025 |
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| Reyes Financial Architecture | 2.9k | $92k | 0% | Dec 2025 |
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| Longview Financial Advisors | 2.4k | $78k | -1% | Dec 2025 |
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| Kestra Advisory Services | 1.5k | $50k | 100% | Dec 2025 |
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| Principal Securities | 1.5k | $48k | 54% | Sep 2025 |
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| Us Bancorp | 1.3k | $43k | 0% | Dec 2025 |
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| Harbour Investments | 780.00 | $24k | 0% | Sep 2025 |
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| Wells Fargo & Company | 650.00 | $21k | 0% | Dec 2025 |
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| Assetmark | 628.00 | $20k | 0% | Dec 2025 |
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| National Bank Of Canada /fi/ | 504.00 | $16k | -13% | Sep 2025 |
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| Global Retirement Partners | 464.00 | $15k | 0% | Dec 2025 |
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| Larson Financial Group | 450.00 | $14k | -27% | Dec 2025 |
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| Advisory Services Network | 396.00 | $12k | -99% | Sep 2025 |
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| Brian McDonald | 140.00 | $4.5k | 100% | Dec 2025 |
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| DHJJ Financial Advisors | 20.00 | $641.000000 | 0% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 66k | $2.0M |
| L.m. Kohn & Company | Jun 2025 | 49k | $1.5M |
| Nbc Securities | Sep 2025 | 40k | $1.2M |
| Old Mission Capital | Jun 2025 | 15k | $438k |
| Wolverine Trading | Jun 2025 | 8.4k | $253k |
| Davenport & Co | Sep 2025 | 8.0k | $251k |
| Alpine Bank Wealth Management | Sep 2025 | 901.00 | $28k |
| Raymond James Financial | Jun 2025 | 304.00 | $9.1k |
| Farther Finance Advisors | Sep 2025 | 56.00 | $1.7k |