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 |
|---|---|---|---|---|---|
| Private Advisor | 1.1M | $36M | 467% | Dec 2025 |
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| 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 | 100% | 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 | 305k | $9.8M | -6% | Dec 2025 |
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| Arq Wealth Advisors | 273k | $8.8M | 7% | Dec 2025 |
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| Stephens | 208k | $6.7M | -22% | Dec 2025 |
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| Kovack Advisors | 197k | $6.3M | 100% | Dec 2025 |
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| HighTower Advisors | 172k | $5.5M | 0% | Dec 2025 |
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| Envestnet Asset Management | 147k | $4.7M | -1% | Dec 2025 |
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| Meridian Wealth Management | 134k | $4.3M | 5% | Dec 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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| Mml Investors Services | 125k | $4.0M | -5% | Dec 2025 |
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| Advisor Group Holdings | 121k | $3.9M | -4% | Dec 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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| Sound Financial Strategies Group | 101k | $3.2M | 25% | Dec 2025 |
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| Steward Partners Investment Advisory | 99k | $3.2M | -25% | Dec 2025 |
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| Dynamic Advisors Solutions | 97k | $3.1M | -17% | Dec 2025 |
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| Sowell Financial Services | 90k | $2.9M | 2% | Dec 2025 |
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| Parallel Advisors | 89k | $2.8M | 18% | Dec 2025 |
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| Resources Investment Advisors | 84k | $2.7M | 17% | Dec 2025 |
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| Equitable Holdings | 72k | $2.3M | -9% | Dec 2025 |
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| Evolution Wealth Management | 64k | $2.1M | 11% | Dec 2025 |
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| Stratos Wealth Advisors | 63k | $2.0M | 4% | Dec 2025 |
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| Rockefeller Capital Management | 59k | $1.9M | 100% | Dec 2025 |
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| Captrust Financial Advisors | 49k | $1.6M | -4% | Dec 2025 |
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| ATX Financial Planning | 45k | $1.4M | 100% | Dec 2025 |
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| Smartleaf Asset Management | 40k | $1.3M | 59% | Dec 2025 |
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| Mariner Wealth Advisors | 37k | $1.2M | 154% | Dec 2025 |
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| Change Path | 35k | $1.1M | 0% | Dec 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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| Encompass More Asset Management | 24k | $764k | 90% | Dec 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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| Hilltop Holdings | 16k | $506k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 13k | $430k | -23% | Dec 2025 |
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| Middleton & Company | 13k | $418k | 0% | Dec 2025 |
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| Old Mission Capital | 13k | $414k | 100% | Dec 2025 |
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| Western Wealth Management | 13k | $410k | 0% | Dec 2025 |
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| Brookwood Investment Group | 11k | $352k | 13% | Dec 2025 |
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| Diversify Advisory Services | 11k | $349k | 100% | Dec 2025 |
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| Proficio Capital Partners | 11k | $336k | 0% | Dec 2025 |
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| Advyzon Investment Management | 9.6k | $308k | 100% | Dec 2025 |
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| Betterment | 9.3k | $299k | 12% | Dec 2025 |
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| Independence Wealth Advisors | 9.3k | $297k | 100% | Dec 2025 |
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| Fundamentun | 8.2k | $264k | -29% | Dec 2025 |
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| Plan Group Financial | 7.8k | $251k | 100% | Dec 2025 |
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| Golden State Wealth Management | 7.0k | $224k | -21% | Dec 2025 |
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| Nbc Securities | 6.0k | $193k | -85% | Dec 2025 |
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| AE Wealth Management | 5.9k | $190k | -11% | Dec 2025 |
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| Advisors Preferred | 3.5k | $112k | 100% | Dec 2025 |
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| CGC Financial Services | 3.1k | $100k | 0% | Dec 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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| Us Bancorp | 1.3k | $43k | 0% | Dec 2025 |
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| Harbour Investments | 995.00 | $32k | 28% | Dec 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 | 0% | Dec 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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| 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 |
|---|---|---|---|
| Ausdal Financial Partners | Sep 2025 | 24k | $750k |
| Susquehanna International | Sep 2025 | 24k | $744k |
| Gts Securities | Sep 2025 | 19k | $582k |
| Citadel Advisors | Sep 2025 | 11k | $342k |
| Davenport & Co | Sep 2025 | 8.0k | $251k |
| Principal Securities | Sep 2025 | 1.5k | $48k |
| Alpine Bank Wealth Management | Sep 2025 | 901.00 | $28k |
| Advisory Services Network | Sep 2025 | 396.00 | $12k |
| Farther Finance Advisors | Sep 2025 | 56.00 | $1.7k |