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 |
|---|---|---|---|---|---|
| Feltz Wealth PLAN | 547k | $14M | 0% | Dec 2023 |
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| WealthPlan Investment Management | 355k | $9.0M | 1% | Dec 2023 |
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| CWM | 328k | $8.7M | 818% | Mar 2024 |
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| HighTower Advisors | 221k | $5.6M | 21% | Dec 2023 |
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| Commonwealth Equity Services | 207k | $5.2M | 7% | Dec 2023 |
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| Arq Wealth Advisors | 196k | $4.9M | 12% | Dec 2023 |
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| Portside Wealth Group | 181k | $4.8M | 100% | Mar 2024 |
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| Orion Portfolio Solutions | 175k | $4.4M | 21% | Dec 2023 |
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| Stratos Wealth Advisors | 144k | $3.8M | 5% | Mar 2024 |
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| Steward Partners Investment Advisory | 122k | $3.1M | 24% | Dec 2023 |
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| Lionsbridge Wealth Management | 93k | $2.4M | 208% | Dec 2023 |
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| Ameritas Advisory Services | 92k | $2.4M | -80% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 84k | $2.2M | 100% | Mar 2024 |
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| Captrust Financial Advisors | 74k | $1.9M | -2% | Dec 2023 |
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| Private Advisor | 35k | $891k | 100% | Dec 2023 |
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| Peterson Wealth Advisors | 33k | $861k | -1% | Mar 2024 |
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| Financial Enhancement | 29k | $752k | -23% | Mar 2024 |
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| Atria Wealth Solutions | 16k | $413k | 56% | Dec 2023 |
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| Advisor Group Holdings | 16k | $408k | -2% | Dec 2023 |
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| Citadel Advisors | 12k | $297k | 100% | Dec 2023 |
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| TD Capital Management | 11k | $287k | 0% | Dec 2023 |
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| Wolverine Trading | 11k | $272k | 100% | Dec 2023 |
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| Harmony Asset Management | 10k | $253k | 100% | Dec 2023 |
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| Encompass More Asset Management | 9.8k | $246k | 100% | Dec 2023 |
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| D.A. Davidson & Co. | 9.4k | $236k | -21% | Dec 2023 |
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| Branch Banking & Trust Company | 8.0k | $201k | -88% | Dec 2023 |
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| Fortitude Family Office | 5.3k | $141k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 2.9k | $74k | 308% | Dec 2023 |
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| Northwest Capital Management | 1.8k | $49k | 0% | Mar 2024 |
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| New Millennium Group | 283.00 | $7.1k | 100% | Dec 2023 |
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| DHJJ Financial Advisors | 20.00 | $530.000000 | 0% | Mar 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| H D Vest Advisory Services | Sep 2023 | 111k | $2.7M |
| Bullseye Investment Management | Sep 2023 | 24k | $595k |
| Park Edge Advisors | Sep 2023 | 23k | $549k |
| UBS Group | Sep 2023 | 839.00 | $20k |