Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / HEDGED EQUITY
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
10.4M
-
Shares change
-
+3.62M
-
Total reported value, excl. options
-
$297M
-
Value change
-
+$103M
-
Number of buys
-
45
-
Number of sells
-
-21
-
Price
-
$28.58
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q1 2025
70 filings reported holding HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY as of Q1 2025.
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.4M shares
.
Largest 10 shareholders include Alpine Bank Wealth Management (1.85M shares), LPL Financial LLC (1.21M shares), Keudell/Morrison Wealth Management (840K shares), Private Advisor Group, LLC (820K shares), CWM, LLC (540K shares), WealthPLAN Partners, LLC (535K shares), WealthPlan Investment Management, LLC (463K shares), Ameritas Advisory Services, LLC (348K shares), HighTower Advisors, LLC (312K shares), and ENVESTNET ASSET MANAGEMENT INC (290K shares).
This table shows the top 68 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.