Rockefeller Capital Management »

Simplify Exchange Traded Fun shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Rockefeller Capital Management 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 Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 59k 32.05

More positions owned by Rockefeller Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Tidal Trust Iii Rockefeller Glob (RGEF)
Tidal Trust Iii Rockefeller Us S (RSMC)

View all positions for Rockefeller Capital Management

Top funds holding Simplify Exchange Traded Fun

Private Advisor
CWM
WealthPlan Investment Management
Keudell/Morrison Wealth Management
LPL Financial
Leo Wealth
Feltz Wealth PLAN
Arq Wealth Advisors
Stephens
Kovack Advisors
HighTower Advisors
Envestnet Asset Management
Meridian Wealth Management
Peterson Wealth Advisors
Financial Enhancement

View all funds holding Simplify Exchange Traded Fun