Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / HEDGED EQUITY
-
Total 13F shares
-
6,737,275
-
Share change
-
+948,320
-
Total reported value
-
$198,555,066
-
Price per share
-
$29.48
-
Number of holders
-
45
-
Value change
-
+$28,100,325
-
Number of buys
-
29
-
Number of sells
-
15
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q4 2024
As of 31 Dec 2024,
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,737,275 shares.
The largest 10 holders included
LPL Financial LLC, Private Advisor Group, LLC, WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, Keudell/Morrison Wealth Management, CWM, LLC, Ameritas Advisory Services, LLC, HighTower Advisors, LLC, ARQ WEALTH ADVISORS, LLC, and UBS Group AG.
This page lists
46
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.