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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| LPL Financial | 563k | $18M | 22% | Mar 2026 |
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| Private Advisor | 537k | $17M | -52% | Mar 2026 |
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| WealthPlan Investment Management | 372k | $12M | -33% | Mar 2026 |
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| Leo Wealth | 334k | $11M | 1% | Mar 2026 |
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| Arq Wealth Advisors | 303k | $9.5M | 11% | Mar 2026 |
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| CLS Investments | 290k | $9.1M | 100% | Mar 2026 |
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| Kovack Advisors | 231k | $7.3M | 18% | Mar 2026 |
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| Feltz Wealth PLAN | 227k | $7.2M | -25% | Mar 2026 |
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| Rockefeller Capital Management | 224k | $7.0M | 279% | Mar 2026 |
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| Independent Wealth Advisors | 186k | $5.9M | 6% | Mar 2026 |
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| TSG Advice Partners | 186k | $5.8M | 100% | Mar 2026 |
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| HighTower Advisors | 180k | $5.7M | 5% | Mar 2026 |
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| Meridian Wealth Management | 155k | $4.9M | 16% | Mar 2026 |
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| Financial Enhancement | 137k | $4.5M | 7% | Mar 2026 |
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| Envestnet Asset Management | 135k | $4.3M | -8% | Mar 2026 |
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| Advisor Group Holdings | 121k | $3.9M | -4% | Dec 2025 |
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| Peterson Wealth Advisors | 117k | $3.7M | -9% | Mar 2026 |
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| Resources Investment Advisors | 113k | $3.6M | 34% | Mar 2026 |
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| Mml Investors Services | 110k | $3.5M | -12% | Mar 2026 |
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| Harmony Asset Management | 109k | $3.4M | 2% | Mar 2026 |
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| Victory Financial Group | 108k | $3.4M | -1% | Mar 2026 |
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| Sowell Financial Services | 106k | $3.4M | 18% | Mar 2026 |
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| Sound Financial Strategies Group | 101k | $3.2M | 0% | Mar 2026 |
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| UBS Group | 101k | $3.2M | -11% | Mar 2026 |
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| Smith, Moore & Co. | 100k | $3.1M | -6% | Mar 2026 |
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| Dynamic Advisors Solutions | 93k | $2.9M | -4% | Mar 2026 |
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| Ameritas Advisory Services | 91k | $2.9M | -29% | Mar 2026 |
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| Encompass More Asset Management | 91k | $2.9M | 280% | Mar 2026 |
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| Steward Partners Investment Advisory | 90k | $2.8M | -9% | Mar 2026 |
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| Evolution Wealth Management | 75k | $2.4M | 16% | Mar 2026 |
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| Parallel Advisors | 65k | $2.0M | -27% | Mar 2026 |
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| Stratos Wealth Advisors | 65k | $2.0M | 3% | Mar 2026 |
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| Captrust Financial Advisors | 49k | $1.6M | -4% | Dec 2025 |
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| Smartleaf Asset Management | 46k | $1.4M | 15% | Mar 2026 |
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| Equitable Holdings | 45k | $1.4M | -38% | Mar 2026 |
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| Change Path | 44k | $1.4M | 24% | Mar 2026 |
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| Stephens | 37k | $1.2M | -82% | Mar 2026 |
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| Cambridge Advisors | 33k | $1.0M | 0% | Mar 2026 |
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| BFI Wealth Solutions | 31k | $974k | -11% | Mar 2026 |
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| Bay Rivers Group | 28k | $866k | 39% | Mar 2026 |
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| Cambridge Investment Research Advisors | 25k | $792k | -12% | Mar 2026 |
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| Cetera Investment Advisers | 22k | $706k | -5% | Mar 2026 |
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| Blue Jean Financial | 19k | $602k | 100% | Mar 2026 |
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| Jane Street | 18k | $580k | 100% | Mar 2026 |
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| Hilltop Holdings | 16k | $506k | 0% | Dec 2025 |
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| Middleton & Company | 13k | $410k | 0% | Mar 2026 |
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| Old Mission Capital | 13k | $414k | 100% | Dec 2025 |
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| Western Wealth Management | 13k | $397k | -2% | Mar 2026 |
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| Heck Capital Advisors | 12k | $388k | 100% | Mar 2026 |
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| First Heartland Consultants | 12k | $375k | 100% | Mar 2026 |
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| Diversify Wealth Management | 11k | $371k | 100% | Mar 2026 |
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| Atria Investments | 11k | $355k | 100% | Mar 2026 |
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| Brookwood Investment Group | 11k | $348k | 0% | Mar 2026 |
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| Royal Bank of Canada | 11k | $344k | 91% | Mar 2026 |
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| ATX Financial Planning | 11k | $337k | -76% | Mar 2026 |
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| Proficio Capital Partners | 11k | $330k | 0% | Mar 2026 |
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| Advyzon Investment Management | 10k | $320k | 6% | Mar 2026 |
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| Indivisible Partners | 9.7k | $306k | 100% | Mar 2026 |
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| Commonwealth Equity Services | 9.3k | $294k | -30% | Mar 2026 |
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| Betterment | 9.3k | $299k | 12% | Dec 2025 |
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| Independence Wealth Advisors | 9.3k | $292k | 0% | Mar 2026 |
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| AE Wealth Management | 8.2k | $259k | 39% | Mar 2026 |
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| Morgan Stanley | 8.2k | $257k | 100% | Mar 2026 |
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| Plan Group Financial | 7.9k | $247k | 0% | Mar 2026 |
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| Chatterton & Associates | 6.9k | $221k | 100% | Mar 2026 |
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| Golden State Wealth Management | 4.2k | $134k | -39% | Mar 2026 |
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| Nbc Securities | 3.7k | $118k | -38% | Mar 2026 |
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| CGC Financial Services | 3.1k | $98k | 0% | Mar 2026 |
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| Reyes Financial Architecture | 2.9k | $90k | 0% | Mar 2026 |
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| Longview Financial Advisors | 2.4k | $76k | 0% | Mar 2026 |
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| Sunrise Financial Services | 1.7k | $55k | 100% | Mar 2026 |
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| Us Bancorp | 1.3k | $43k | 0% | Dec 2025 |
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| Harbour Investments | 995.00 | $31k | 0% | Mar 2026 |
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| Farther Finance Advisors | 923.00 | $29k | 100% | Mar 2026 |
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| Assetmark | 628.00 | $20k | 0% | Mar 2026 |
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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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| Sound Income Strategies | 286.00 | $9.0k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 210.00 | $6.6k | 100% | Mar 2026 |
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| Wells Fargo & Company | 149.00 | $4.7k | -77% | Mar 2026 |
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| Brian McDonald | 140.00 | $4.5k | 100% | Dec 2025 |
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| Security National Bank | 111.00 | $3.5k | 100% | Mar 2026 |
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| Vision Retirement | 65.00 | $2.1k | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 20.00 | $630.000000 | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 19.00 | $598.000300 | 100% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Keudell/Morrison Wealth Management | Dec 2025 | 517k | $17M |
| Mariner Wealth Advisors | Dec 2025 | 37k | $1.2M |
| Susquehanna International | Sep 2025 | 24k | $744k |
| PFG Advisors | Dec 2025 | 22k | $714k |
| Gts Securities | Sep 2025 | 19k | $582k |
| Diversify Advisory Services | Dec 2025 | 11k | $349k |
| Fundamentun | Dec 2025 | 8.2k | $264k |
| Jpmorgan Chase & Co | Sep 2025 | 4.3k | $136k |
| Advisors Preferred | Dec 2025 | 3.5k | $112k |
| Kestra Advisory Services | Dec 2025 | 1.5k | $50k |
| Advisory Services Network | Sep 2025 | 396.00 | $12k |