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 |
|---|---|---|---|---|---|
| LPL Financial | 1.1M | $32M | 196% | Dec 2024 |
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| Private Advisor | 697k | $21M | -21% | Dec 2024 |
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| WealthPlan Investment Management | 600k | $18M | 65% | Dec 2024 |
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| Feltz Wealth PLAN | 534k | $16M | -5% | Dec 2024 |
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| Keudell/Morrison Wealth Management | 517k | $15M | -1% | Dec 2024 |
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| CWM | 507k | $15M | 8% | Dec 2024 |
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| Ameritas Advisory Services | 416k | $12M | 28% | Dec 2024 |
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| HighTower Advisors | 302k | $8.9M | 76% | Dec 2024 |
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| Arq Wealth Advisors | 242k | $7.1M | 1% | Dec 2024 |
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| UBS Group | 239k | $7.0M | 66% | Dec 2024 |
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| Smith, Moore & Co. | 197k | $5.8M | -2% | Dec 2024 |
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| Steward Partners Investment Advisory | 179k | $5.3M | 2% | Dec 2024 |
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| Lionsbridge Wealth Management | 176k | $5.2M | 41% | Dec 2024 |
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| Stratos Wealth Advisors | 167k | $4.9M | 6% | Dec 2024 |
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| Harmony Asset Management | 127k | $3.7M | 65% | Dec 2024 |
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| Envestnet Asset Management | 121k | $3.6M | 282% | Dec 2024 |
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| Advisor Group Holdings | 100k | $2.9M | 0% | Dec 2024 |
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| Mml Investors Services | 77k | $2.3M | 100% | Dec 2024 |
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| Financial Enhancement | 60k | $1.8M | -86% | Dec 2024 |
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| Captrust Financial Advisors | 55k | $1.6M | 0% | Dec 2024 |
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| Peterson Wealth Advisors | 54k | $1.6M | 42% | Dec 2024 |
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| Commonwealth Equity Services | 38k | $1.1M | -55% | Dec 2024 |
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| Stephens | 34k | $996k | 100% | Dec 2024 |
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| PFG Advisors | 24k | $706k | -3% | Dec 2024 |
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| Cetera Investment Advisers | 23k | $678k | -26% | Dec 2024 |
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| Jane Street | 15k | $453k | 100% | Dec 2024 |
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| Hilltop Holdings | 15k | $444k | 1% | Dec 2024 |
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| Resources Investment Advisors | 14k | $399k | 100% | Dec 2024 |
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| Middleton & Company | 13k | $384k | -18% | Dec 2024 |
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| Bay Rivers Group | 13k | $383k | 100% | Dec 2024 |
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| Atria Wealth Solutions | 11k | $337k | -19% | Dec 2024 |
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| Proficio Capital Partners | 11k | $309k | 0% | Dec 2024 |
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| AE Wealth Management | 10k | $294k | 100% | Dec 2024 |
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| Betterment | 7.8k | $230k | 100% | Dec 2024 |
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| Northwest Capital Management | 5.5k | $162k | 1% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 3.7k | $108k | 0% | Dec 2024 |
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| Jpmorgan Chase & Co | 3.6k | $107k | 12% | Dec 2024 |
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| Assetmark | 1.2k | $35k | 100% | Dec 2024 |
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| Principal Securities | 1.0k | $30k | 100% | Dec 2024 |
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| Harbour Investments | 380.00 | $11k | 100% | Dec 2024 |
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| Morgan Stanley | 301.00 | $8.9k | 0% | Dec 2024 |
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| DHJJ Financial Advisors | 20.00 | $590.000000 | 0% | Dec 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dynamic Advisors Solutions | Sep 2024 | 81k | $2.3M |
| Mariner Wealth Advisors | Sep 2024 | 28k | $812k |
| Wealthcare Advisory Partners | Sep 2024 | 7.1k | $205k |
| Foundations Investment Advisors | Sep 2024 | 6.9k | $201k |