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 | 698k | $23M | 30% | Jun 2026 |
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| CWM | 630k | $20M | 4% | Mar 2026 |
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| LPL Financial | 454k | $15M | -19% | Jun 2026 |
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| Leo Wealth | 334k | $11M | 1% | Mar 2026 |
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| WealthPlan Investment Management | 300k | $10M | -19% | Jun 2026 |
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| CLS Investments | 286k | $9.6M | -1% | Jun 2026 |
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| Rockefeller Capital Management | 251k | $8.4M | 12% | Jun 2026 |
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| Independent Wealth Advisors | 205k | $6.9M | 10% | Jun 2026 |
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| Arq Wealth Advisors | 195k | $6.6M | -35% | Jun 2026 |
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| Resources Investment Advisors | 193k | $6.5M | 71% | Jun 2026 |
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| Kovack Advisors | 190k | $6.4M | -18% | Jun 2026 |
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| TSG Advice Partners | 186k | $5.8M | 100% | Mar 2026 |
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| HighTower Advisors | 185k | $6.2M | 3% | Jun 2026 |
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| Meridian Wealth Management | 155k | $5.2M | 0% | Jun 2026 |
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| Envestnet Asset Management | 153k | $5.1M | 13% | Jun 2026 |
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| Feltz Wealth PLAN | 150k | $5.0M | -34% | Jun 2026 |
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| Financial Enhancement | 139k | $4.7M | 2% | Jun 2026 |
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| Susquehanna International | 131k | $4.4M | 817% | Jun 2026 |
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| Mml Investors Services | 127k | $4.3M | 16% | Jun 2026 |
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| Harmony Asset Management | 113k | $3.8M | 4% | Jun 2026 |
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| Peterson Wealth Advisors | 113k | $3.8M | -4% | Jun 2026 |
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| Ameritas Advisory Services | 112k | $3.8M | 24% | Jun 2026 |
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| UBS Group | 108k | $3.6M | 7% | Jun 2026 |
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| Victory Financial Group | 106k | $3.6M | -2% | Jun 2026 |
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| Sound Financial Strategies Group | 101k | $3.4M | 0% | Jun 2026 |
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| Smith, Moore & Co. | 99k | $3.3M | 0% | Jun 2026 |
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| Sowell Financial Services | 95k | $3.2M | -11% | Jun 2026 |
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| Dynamic Advisors Solutions | 94k | $3.1M | 1% | Jun 2026 |
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| Steward Partners Investment Advisory | 86k | $2.9M | -4% | Jun 2026 |
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| Evolution Wealth Management | 84k | $2.8M | 12% | Jun 2026 |
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| Advisor Group Holdings | 78k | $2.6M | -45% | Jun 2026 |
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| Old Mission Capital | 72k | $2.4M | 277% | Jun 2026 |
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| Parallel Advisors | 64k | $2.1M | -1% | Jun 2026 |
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| Stratos Wealth Advisors | 62k | $2.1M | -3% | Jun 2026 |
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| Jpmorgan Chase & Co | 52k | $1.7M | 100% | Jun 2026 |
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| Captrust Financial Advisors | 48k | $1.6M | 0% | Jun 2026 |
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| Change Path | 47k | $1.6M | 6% | Jun 2026 |
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| Smartleaf Asset Management | 46k | $1.5M | 0% | Jun 2026 |
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| Stephens | 34k | $1.1M | -8% | Jun 2026 |
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| Equitable Holdings | 34k | $1.1M | -25% | Jun 2026 |
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| Cambridge Advisors | 32k | $1.1M | -1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 32k | $1.1M | 27% | Jun 2026 |
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| Bay Rivers Group | 29k | $960k | 4% | Jun 2026 |
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| Cetera Investment Advisers | 24k | $795k | 6% | Jun 2026 |
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| BFI Wealth Solutions | 22k | $738k | -29% | Jun 2026 |
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| Western Wealth Management | 21k | $692k | 64% | Jun 2026 |
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| ATX Financial Planning | 20k | $671k | 87% | Jun 2026 |
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| First Heartland Consultants | 18k | $615k | 54% | Jun 2026 |
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| Atria Investments | 18k | $592k | 57% | Jun 2026 |
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| Blue Jean Financial | 18k | $586k | -9% | Jun 2026 |
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| Citadel Advisors | 15k | $516k | 100% | Jun 2026 |
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| Royal Bank of Canada | 14k | $457k | 26% | Jun 2026 |
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| Middleton & Company | 13k | $437k | 0% | Jun 2026 |
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| Heck Capital Advisors | 12k | $413k | 0% | Jun 2026 |
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| Bank of America Corporation | 11k | $382k | 100% | Jun 2026 |
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| Diversify Wealth Management | 11k | $380k | 1% | Jun 2026 |
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| Diversify Advisory Services | 11k | $380k | 100% | Jun 2026 |
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| Proficio Capital Partners | 11k | $351k | 0% | Jun 2026 |
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| Advyzon Investment Management | 10k | $335k | -2% | Jun 2026 |
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| Independence Wealth Advisors | 9.3k | $311k | 0% | Jun 2026 |
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| Betterment | 9.2k | $308k | 0% | Jun 2026 |
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| AE Wealth Management | 8.2k | $276k | 0% | Jun 2026 |
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| Morgan Stanley | 8.2k | $257k | 0% | Mar 2026 |
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| Plan Group Financial | 7.9k | $264k | 0% | Jun 2026 |
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| Chatterton & Associates | 6.9k | $233k | 0% | Jun 2026 |
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| Hrt Financial | 6.8k | $228k | 100% | Jun 2026 |
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| AQR Capital Management | 6.3k | $213k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 5.9k | $197k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 3.9k | $132k | 100% | Jun 2026 |
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| CGC Financial Services | 3.1k | $105k | 0% | Jun 2026 |
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| Golden State Wealth Management | 3.0k | $102k | -28% | Jun 2026 |
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| Nbc Securities | 3.0k | $101k | -20% | Jun 2026 |
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| Reyes Financial Architecture | 2.9k | $96k | 0% | Jun 2026 |
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| Longview Financial Advisors | 2.7k | $91k | 12% | Jun 2026 |
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| BlackRock | 2.5k | $85k | 100% | Jun 2026 |
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| Sunrise Financial Services | 1.5k | $51k | -12% | Jun 2026 |
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| Farther Finance Advisors | 923.00 | $31k | 0% | Jun 2026 |
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| Alpine Bank Wealth Management | 901.00 | $30k | 100% | Jun 2026 |
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| Buck Wealth Strategies | 796.00 | $27k | 100% | Jun 2026 |
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| Harbour Investments | 695.00 | $23k | -30% | Jun 2026 |
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| Assetmark | 628.00 | $21k | 0% | Jun 2026 |
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| National Bank Of Canada /fi/ | 504.00 | $17k | 0% | Jun 2026 |
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| Global Retirement Partners | 467.00 | $16k | 1% | Jun 2026 |
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| Wells Fargo & Company | 221.00 | $7.4k | 48% | Jun 2026 |
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| Fifth Third Bancorp | 70.00 | $2.3k | -67% | Jun 2026 |
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| DHJJ Financial Advisors | 20.00 | $671.000000 | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 19.00 | $636.999700 | 0% | Jun 2026 |
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| Larson Financial Group | 1.00 | $17.000000 | 0% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Encompass More Asset Management | Mar 2026 | 91k | $2.9M |
| Jane Street | Mar 2026 | 18k | $580k |
| Brookwood Investment Group | Mar 2026 | 11k | $348k |
| Indivisible Partners | Mar 2026 | 9.7k | $306k |
| Commonwealth Equity Services | Mar 2026 | 9.3k | $294k |
| Us Bancorp | Dec 2025 | 1.3k | $43k |
| Sound Income Strategies | Mar 2026 | 286.00 | $9.0k |
| Security National Bank | Mar 2026 | 111.00 | $3.5k |
| Vision Retirement | Mar 2026 | 65.00 | $2.1k |
| Advisory Services Network | Mar 2026 | 53.00 | $1.7k |