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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management | 654k | $20M | -1% | Sep 2025 |
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| CWM | 586k | $18M | 2% | Sep 2025 |
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| Keudell/Morrison Wealth Management | 490k | $15M | -42% | Jun 2025 |
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| LPL Financial | 406k | $13M | -35% | Sep 2025 |
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| Feltz Wealth PLAN | 325k | $10M | 2% | Sep 2025 |
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| Stephens | 268k | $8.4M | -1% | Sep 2025 |
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| Arq Wealth Advisors | 254k | $7.9M | 6% | Sep 2025 |
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| Ameritas Advisory Services | 247k | $7.7M | 79% | Sep 2025 |
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| UBS Group | 205k | $6.4M | -20% | Sep 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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| Smith, Moore & Co. | 160k | $5.0M | -3% | Sep 2025 |
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| Envestnet Asset Management | 149k | $4.6M | -58% | Sep 2025 |
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| Peterson Wealth Advisors | 140k | $4.4M | -5% | Sep 2025 |
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| Harmony Asset Management | 136k | $4.2M | 1% | Sep 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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| Financial Enhancement | 130k | $4.1M | 6% | Sep 2025 |
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| Meridian Wealth Management | 127k | $4.0M | 7% | Sep 2025 |
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| Advisor Group Holdings | 127k | $4.0M | 7% | Sep 2025 |
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| Victory Financial Group | 117k | $3.7M | 1% | Sep 2025 |
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| Dynamic Advisors Solutions | 117k | $3.6M | 0% | Sep 2025 |
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| Sowell Financial Services | 88k | $2.8M | 100% | Sep 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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| Resources Investment Advisors | 72k | $2.2M | 3% | Sep 2025 |
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| Stratos Wealth Advisors | 60k | $1.9M | 10% | Sep 2025 |
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| Evolution Wealth Management | 58k | $1.8M | 100% | Sep 2025 |
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| Captrust Financial Advisors | 51k | $1.6M | 0% | Sep 2025 |
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| Nbc Securities | 40k | $1.2M | 100% | Sep 2025 |
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| Change Path | 35k | $1.1M | 338% | Sep 2025 |
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| Cambridge Advisors | 32k | $986k | -5% | Sep 2025 |
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| Cambridge Investment Research Advisors | 28k | $874k | 100% | Sep 2025 |
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| Smartleaf Asset Management | 25k | $777k | 49% | Sep 2025 |
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| PFG Advisors | 24k | $757k | 12% | 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 | 23k | $726k | -8% | Sep 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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| Bay Rivers Group | 17k | $517k | 14% | Sep 2025 |
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| Hilltop Holdings | 16k | $491k | 6% | Sep 2025 |
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| Mariner Wealth Advisors | 14k | $451k | 80% | Sep 2025 |
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| Middleton & Company | 13k | $407k | 0% | Sep 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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| Citadel Advisors | 11k | $342k | 27% | Sep 2025 |
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| Proficio Capital Partners | 11k | $327k | 0% | Sep 2025 |
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| Brookwood Investment Group | 9.8k | $305k | 100% | Sep 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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| Davenport & Co | 8.0k | $251k | 100% | Sep 2025 |
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| Atria Wealth Solutions | 8.0k | $241k | -18% | Jun 2025 |
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| AE Wealth Management | 6.7k | $208k | -1% | Sep 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 | 26% | Sep 2025 |
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| CGC Financial Services | 3.1k | $97k | 100% | Sep 2025 |
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| Reyes Financial Architecture | 2.8k | $89k | -89% | Sep 2025 |
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| Longview Financial Advisors | 2.4k | $76k | -6% | Sep 2025 |
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| Principal Securities | 1.5k | $48k | 54% | Sep 2025 |
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| Us Bancorp | 1.3k | $42k | 100% | Sep 2025 |
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| Alpine Bank Wealth Management | 901.00 | $28k | 0% | Sep 2025 |
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| Harbour Investments | 780.00 | $24k | 0% | Sep 2025 |
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| Wells Fargo & Company | 650.00 | $20k | 100% | Sep 2025 |
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| Assetmark | 628.00 | $20k | 0% | Sep 2025 |
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| Larson Financial Group | 618.00 | $19k | -41% | Sep 2025 |
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| National Bank Of Canada /fi/ | 504.00 | $16k | -13% | Sep 2025 |
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| Global Retirement Partners | 463.00 | $15k | 0% | Sep 2025 |
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| Morgan Stanley | 455.00 | $14k | 100% | Jun 2025 |
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| Advisory Services Network | 396.00 | $12k | -99% | Sep 2025 |
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| Brian McDonald | 70.00 | $2.2k | 0% | Sep 2025 |
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| Farther Finance Advisors | 56.00 | $1.7k | -100% | Sep 2025 |
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| DHJJ Financial Advisors | 20.00 | $625.000000 | 0% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Leo Wealth | Jun 2025 | 152k | $4.6M |
| Belpointe Asset Management | Jun 2025 | 140k | $4.2M |
| 3EDGE Asset Management | Jun 2025 | 87k | $2.6M |
| Jane Street | Jun 2025 | 66k | $2.0M |
| L.m. Kohn & Company | Jun 2025 | 49k | $1.5M |
| Skyline Advisors | Jun 2025 | 31k | $927k |
| Lionsbridge Wealth Management | Jun 2025 | 23k | $692k |
| PFG Investments | Jun 2025 | 15k | $445k |
| Old Mission Capital | Jun 2025 | 15k | $438k |
| Wolverine Trading | Jun 2025 | 8.4k | $253k |
| Northwest Capital Management | Jun 2025 | 3.7k | $113k |
| Nova Wealth Management | Jun 2025 | 492.00 | $15k |
| Raymond James Financial | Jun 2025 | 304.00 | $9.1k |