Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / HEDGED EQUITY
-
Number of holders
-
57
-
Total 13F shares, excl. options
-
11.7M
-
Shares change
-
+8.64M
-
Total reported value, excl. options
-
$310M
-
Value change
-
+$229M
-
Number of buys
-
43
-
Number of sells
-
-18
-
Price
-
$26.49
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q1 2024
64 filings reported holding HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY as of Q1 2024.
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.7M shares
.
Largest 10 shareholders include 3EDGE Asset Management, LP (5.1M shares), TOWNSQUARE CAPITAL LLC (855K shares), WealthPLAN Partners, LLC (542K shares), Orion Porfolio Solutions, LLC (542K shares), Orion Portfolio Solutions, LLC (542K shares), Keudell/Morrison Wealth Management (428K shares), Ameritas Advisory Services, LLC (420K shares), WealthPlan Investment Management, LLC (364K shares), CWM, LLC (328K shares), and HighTower Advisors, LLC (246K shares).
This table shows the top 57 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.