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
Download as csv Download as ExcelTop 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 |
---|---|---|---|---|---|
3EDGE Asset Management | 5.1M | $135M | 100% | Mar 2024 |
|
Townsquare Capital | 855k | $23M | 100% | Mar 2024 |
|
Feltz Wealth PLAN | 542k | $14M | -1% | Mar 2024 |
|
Orion Portfolio Solutions | 542k | $14M | 210% | Mar 2024 |
|
Keudell/Morrison Wealth Management | 428k | $11M | 100% | Mar 2024 |
|
WealthPlan Investment Management | 364k | $9.6M | 3% | Mar 2024 |
|
CWM | 328k | $8.7M | 818% | Mar 2024 |
|
HighTower Advisors | 246k | $6.5M | 11% | Mar 2024 |
|
Arq Wealth Advisors | 232k | $6.1M | 18% | Mar 2024 |
|
Cetera Investment Advisers | 214k | $5.7M | 100% | Mar 2024 |
|
Commonwealth Equity Services | 203k | $5.4M | -2% | Mar 2024 |
|
Smith, Moore & Co. | 200k | $5.3M | -5% | Mar 2024 |
|
Portside Wealth Group | 181k | $4.8M | 100% | Mar 2024 |
|
Advisor Group Holdings | 147k | $3.9M | 808% | Mar 2024 |
|
Stratos Wealth Advisors | 144k | $3.8M | 5% | Mar 2024 |
|
Prosperity Consulting Group | 128k | $3.4M | 100% | Mar 2024 |
|
Steward Partners Investment Advisory | 127k | $3.4M | 4% | Mar 2024 |
|
Alliance Wealth Advisors | 122k | $3.2M | 100% | Mar 2024 |
|
LPL Financial | 116k | $3.1M | 553% | Mar 2024 |
|
Lionsbridge Wealth Management | 93k | $2.5M | 0% | Mar 2024 |
|
Ameritas Advisory Services | 92k | $2.4M | -80% | Dec 2023 |
|
Mariner Wealth Advisors | 86k | $2.3M | 100% | Mar 2024 |
|
Wealth Enhancement Advisory Services | 84k | $2.2M | 100% | Mar 2024 |
|
Arete Wealth Advisors | 78k | $2.1M | 100% | Mar 2024 |
|
Captrust Financial Advisors | 74k | $2.0M | -1% | Mar 2024 |
|
Strategic Blueprint | 65k | $1.7M | 100% | Mar 2024 |
|
Envestnet Asset Management | 62k | $1.6M | -20% | Mar 2024 |
|
Baker Tilly Financial | 60k | $1.6M | 100% | Mar 2024 |
|
Middleton & Company | 53k | $1.4M | 100% | Mar 2024 |
|
Private Advisor | 40k | $1.1M | 13% | Mar 2024 |
|
UBS Group | 34k | $890k | 100% | Mar 2024 |
|
Peterson Wealth Advisors | 33k | $861k | -1% | Mar 2024 |
|
Diversify Advisory Services | 29k | $769k | 100% | Mar 2024 |
|
Financial Enhancement | 29k | $752k | -23% | Mar 2024 |
|
Mercer Global Advisors | 25k | $673k | 100% | Mar 2024 |
|
Norden Group | 19k | $501k | 100% | Mar 2024 |
|
Foundations Investment Advisors | 16k | $427k | 100% | Mar 2024 |
|
Atria Wealth Solutions | 15k | $389k | -10% | Mar 2024 |
|
Citadel Advisors | 14k | $375k | 20% | Mar 2024 |
|
Matrix Trust | 12k | $304k | 100% | Mar 2024 |
|
Proficio Capital Partners | 11k | $277k | 100% | Mar 2024 |
|
Harmony Asset Management | 10k | $253k | 100% | Dec 2023 |
|
Encompass More Asset Management | 8.1k | $215k | -17% | Mar 2024 |
|
Fortitude Family Office | 5.3k | $141k | 100% | Mar 2024 |
|
Nelson, Van Denburg & Campbell Wealth Management | 4.9k | $130k | 100% | Mar 2024 |
|
Northwest Capital Management | 1.8k | $49k | 0% | Mar 2024 |
|
Jpmorgan Chase & Co | 847.00 | $22k | -71% | Mar 2024 |
|
Central Trust & Investment | 376.00 | $10k | 100% | Mar 2024 |
|
Quadrant Capital | 279.00 | $7.4k | 100% | Mar 2024 |
|
Valued Wealth Advisors | 220.00 | $5.8k | 100% | Mar 2024 |
|
Royal Bank of Canada | 197.00 | $5.0k | 100% | Mar 2024 |
|
DHJJ Financial Advisors | 20.00 | $530.000000 | 0% | Mar 2024 |
|
TD Capital Management | 3.00 | $68.000100 | -100% | Mar 2024 |
|
Morgan Stanley | 1.00 | $31.000000 | 100% | Mar 2024 |
|
Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Financial Network Investment Corporation | Sep 2023 | 259k | $6.3M |
Wolverine Trading | Dec 2023 | 11k | $272k |
D.A. Davidson & Co. | Dec 2023 | 9.4k | $236k |
Branch Banking & Trust Company | Dec 2023 | 8.0k | $201k |
New Millennium Group | Dec 2023 | 283.00 | $7.1k |