Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / HEDGED EQUITY
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
5.78M
-
Shares change
-
+1M
-
Total reported value, excl. options
-
$165M
-
Value change
-
+$27M
-
Number of buys
-
20
-
Number of sells
-
-22
-
Price
-
$28.88
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q3 2024
44 filings reported holding HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY as of Q3 2024.
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.78M shares
.
Largest 10 shareholders include Private Advisor Group, LLC (884K shares), WealthPLAN Partners, LLC (564K shares), Keudell/Morrison Wealth Management (519K shares), CWM, LLC (471K shares), Financial Enhancement Group LLC (436K shares), LPL Financial LLC (368K shares), WealthPlan Investment Management, LLC (364K shares), Ameritas Advisory Services, LLC (325K shares), ARQ WEALTH ADVISORS, LLC (240K shares), and SMITH, MOORE & CO. (201K shares).
This table shows the top 36 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.