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Simplify Exchange Traded Fun shares owned by Equitable Holdings

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Equitable Holdings from 13F filings

Historical chart of Equitable Holdings investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Equitable Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 80k 31.24
2025-06-30 $2.1M 69k 30.05
2023-12-31 $641k 25k 25.26
2023-09-30 $542k 22k 24.37
2023-06-30 $507k 21k 24.81

More positions owned by Equitable Holdings

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equitable Holdings

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
CWM
Keudell/Morrison Wealth Management
LPL Financial
Feltz Wealth PLAN
Stephens
Arq Wealth Advisors
Ameritas Advisory Services
UBS Group
Private Advisor
HighTower Advisors
Smith, Moore & Co.
Envestnet Asset Management
Peterson Wealth Advisors
Harmony Asset Management

View all funds holding Simplify Exchange Traded Fun