KFG »

Simplify Exchange Traded Fun shares owned by KFG

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

Historical chart of KFG investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by KFG

Quarter filed Position value Share count Share price at filing
2026-09-30 $42k 1.2k 34.32

More positions owned by KFG

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Cor Equ 2 Etf
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Central Securities (CET)
Apple (AAPL)

View all positions for KFG

Top funds holding Simplify Exchange Traded Fun

Private Advisor
LPL Financial
CLS Investments
Rockefeller Capital Management
WealthPlan Investment Management
Independent Wealth Advisors
Resources Investment Advisors
Kovack Advisors
HighTower Advisors
Meridian Wealth Management
Envestnet Asset Management
Susquehanna International
Financial Enhancement
Mml Investors Services
Harmony Asset Management

View all funds holding Simplify Exchange Traded Fun