Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / HEDGED EQUITY
-
Total 13F shares
-
10,372,916
-
Share change
-
+3,624,994
-
Total reported value
-
$296,505,204
-
Price per share
-
$28.58
-
Number of holders
-
68
-
Value change
-
+$103,413,147
-
Number of buys
-
45
-
Number of sells
-
21
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q1 2025
As of 31 Mar 2025,
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,372,916 shares.
The largest 10 holders included
Alpine Bank Wealth Management, LPL Financial LLC, Keudell/Morrison Wealth Management, Private Advisor Group, LLC, CWM, LLC, WealthPLAN Partners, LLC, WealthPlan Investment Management, LLC, Ameritas Advisory Services, LLC, HighTower Advisors, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
68
institutional shareholders reporting positions in this security
for the Q1 2025 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.