SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT)

CUSIP: 82889N764

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / HEDGED EQUITY
Total 13F shares
3,683,061
Share change
-890,335
Total reported value
$87,170,038
Price per share
$23.63
Number of holders
27
Value change
-$21,026,711
Number of buys
22
Number of sells
5

Quarterly Holders Quick Answers

What is CUSIP 82889N764?
CUSIP 82889N764 identifies HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY in SEC institutional holdings data.

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Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q1 2023

As of 31 Mar 2023, SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by 27 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,683,061 shares. The largest 10 holders included WealthPLAN Partners, LLC, Financial Enhancement Group LLC, WealthPlan Investment Management, LLC, CAPTRUST FINANCIAL ADVISORS, Cetera Advisor Networks LLC, Ameritas Advisory Services, LLC, HighTower Advisors, LLC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, and JPMORGAN CHASE & CO. This page lists 27 institutional shareholders reporting positions in this security for the Q1 2023 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.