Security key
82889N764
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT)
CUSIP: 82889N764
Q2 2023 13F Holders as of 30 Jun 2023
- Type / Class
- Equity / HEDGED EQUITY
- Total 13F shares
- 3,497,716
- Share change
- -185,345
- Total reported value
- $86,758,124
- Price per share
- $24.81
- Number of holders
- 34
- Value change
- -$4,706,186
- Number of buys
- 20
- Number of sells
- 13
Report period
Q2 2023
Institutions
34
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 82889N764
Recent filing periods:
Top shareholders of HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q2 2023
As of 30 Jun 2023,
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,497,716 shares.
The largest 10 holders included
WealthPLAN Partners, LLC, Ameritas Advisory Services, LLC, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, Cetera Advisor Networks LLC, WealthPlan Investment Management, LLC, SMITH, MOORE & CO., HighTower Advisors, LLC, ARQ WEALTH ADVISORS, LLC, and Stratos Wealth Advisors, LLC.
This page lists
34
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
27
Q2 2023 holders
34
Holder diff
7
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.