Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / HEDGED EQUITY
-
Number of holders
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31
-
Total 13F shares, excl. options
-
3.42M
-
Shares change
-
+241K
-
Total reported value, excl. options
-
$83.4M
-
Value change
-
+$5.85M
-
Number of buys
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16
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Number of sells
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-21
-
Price
-
$24.37
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q3 2023
38 filings reported holding HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY as of Q3 2023.
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.42M shares
.
Largest 10 shareholders include WealthPLAN Partners, LLC (549K shares), Ameritas Advisory Services, LLC (448K shares), WealthPlan Investment Management, LLC (351K shares), Cetera Advisor Networks LLC (259K shares), SMITH, MOORE & CO. (210K shares), COMMONWEALTH EQUITY SERVICES, LLC (193K shares), HighTower Advisors, LLC (182K shares), ARQ WEALTH ADVISORS, LLC (174K shares), Orion Porfolio Solutions, LLC (145K shares), and Orion Portfolio Solutions, LLC (145K shares).
This table shows the top 31 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.