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Get Institutions for : 
Simplify Hedged Equity Etf (HEQT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    0
Total shares held : 
 2,834,735  
% of shares held : 
 31.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -433,333  
% of shares held change : 
   -4.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 100,350
 3.54%
 
Increased Positions :
15
 217,209
 7.66%
 
Unchanged Positions :
5
 21,620
 0.76%
 
Decreased Positions :
9
-477,507
-16.84%
 
Closed Positions :
5
-273,385
-9.64%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   3EDGE Asset Management LP 2 *New 2024-03-31 5,096,110 $134,996,000 5,096,110
   TOWNSQUARE CAPITAL LLC 66 *New 2024-03-31 855,181 $22,654,000 855,181
   Feltz Wealth PLAN Inc. 13 - 2024-03-31 541,933 $14,356,000 -5,365
   Orion Portfolio Solutions LLC 135 - 2024-03-31 541,710 $14,350,000 366,768
   Keudell/Morrison Wealth Management 7 *New 2024-03-31 427,636 $11,328,000 427,636
   Ameritas Advisory Services LLC 47 - 2024-03-31 420,073 $11,002,000 328,616
   WealthPlan Investment Management LLC 23 - 2024-03-31 364,049 $9,644,000 8,914
   CWM LLC 314 - 2024-03-31 328,096 $8,691,000 292,363
   HIGHTOWER ADVISORS, LLC 844 - 2024-03-31 245,753 $6,507,000 24,937
   ARQ WEALTH ADVISORS LLC 13 - 2024-03-31 231,485 $6,132,000 35,661
   FINANCIAL NETWORK 574 - 2024-03-31 214,338 $5,678,000 -34,093
   Cetera Investment Advisers 920 *New 2024-03-31 214,338 $5,678,000 214,338
   COMMONWEALTH EQUITY SERVICES LLC. 1110 - 2024-03-31 203,194 $5,383,000 -3,724
   SMITH MOORE & CO. 33 - 2024-03-31 199,874 $5,295,000 -4,438
   Portside Wealth Group LLC 24 *New 2024-03-31 180,787 $4,789,000 180,787
   Advisor Group Holdings Inc. 1213 - 2024-03-31 146,816 $3,889,000 130,654
   Stratos Wealth Advisors LLC 110 - 2024-03-31 143,779 $3,809,000 7,217
   CLS INVESTMENT FIRM LLC 279 - 2022-12-31 155,812 $3,517,000 35,648
   Prosperity Consulting Group LLC 71 *New 2024-03-31 127,712 $3,383,000 127,712
   Steward Partners Investment Advisory LLC 423 - 2024-03-31 126,860 $3,361,000 4,935
   Alliance Wealth Advisors LLC /UT 27 *New 2024-03-31 122,072 $3,234,000 122,072
   LPL FINANCIAL CORP 2141 - 2024-03-31 115,742 $3,066,000 87,664
   Lionsbridge Wealth Management LLC 23 - 2024-03-31 93,157 $2,468,000 -96
   MARINER WEALTH ADVISORS, LLC 1048 *New 2024-03-31 85,924 $2,276,000 85,924
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 899 *New 2024-03-31 83,607 $2,215,000 83,607
   Arete Wealth Advisors LLC 124 *New 2024-03-31 77,894 $2,063,000 77,894
   CAPTRUST FINANCIAL ADVISORS 809 - 2024-03-31 73,632 $1,951,000 -473
   Strategic Blueprint LLC 165 *New 2024-03-31 65,388 $1,732,000 65,388
   ENVESTNET ASSET MANAGEMENT INC 2685 - 2024-03-31 61,704 $1,635,000 25,610
   BAKER TILLY FINANCIAL LLC 82 *New 2024-03-31 59,619 $1,579,000 59,619
   MIDDLETON & CO INC/MA 86 *New 2024-03-31 53,285 $1,412,000 53,285
   HARMONY ASSET MANAGEMENT LLC 54 - 2024-03-31 50,571 $1,340,000 40,564
   Financial Network Wealth Advisors LLC 16 *New 2024-03-31 47,732 $1,264,000 47,732
   Private Advisor Group LLC 1136 - 2024-03-31 39,732 $1,053,000 4,461
   UBS Group AG 3615 - 2024-03-31 33,599 $890,000 33,599
   Peterson Wealth Advisors LLC 32 - 2024-03-31 32,498 $861,000 -267
   Diversify Advisory Services LLC 306 - 2024-03-31 29,084 $769,000 0
   Financial Enhancement Group LLC 85 - 2024-03-31 28,683 $752,000 -8,763
   MERCER GLOBAL ADVISORS INC /ADV 1122 *New 2024-03-31 25,424 $673,000 25,424
   NORDEN GROUP LLC 231 *New 2024-03-31 18,928 $501,000 18,928
   Foundations Investment Advisors LLC 501 *New 2024-03-31 16,108 $427,000 16,108
   Atria Wealth Solutions Inc. 1375 - 2024-03-31 14,694 $389,000 -1,654
   CITADEL ADVISORS LLC 4004 - 2024-03-31 14,144 $375,000 2,394
   Matrix Trust Co 53 *New 2024-03-31 11,462 $304,000 11,462
   Proficio Capital Partners LLC 260 *New 2024-03-31 10,470 $277,000 10,470
   REGIMEN WEALTH LLC 51 *New 2024-03-31 10,266 $272,000 10,266
   Encompass More Asset Management 89 - 2024-03-31 8,114 $215,000 -1,637
   Prime Capital Investment Advisors LLC 922 *New 2024-03-31 7,551 $200,000 7,551
   Fortitude Family Office LLC 90 *New 2024-03-31 5,311 $141,000 5,311
   Nelson Van Denburg & Campbell Wealth Management Gr 856 *New 2024-03-31 4,907 $130,000 4,907
   Northwest Capital Management Inc 224 - 2024-03-31 1,842 $49,000 0
   J P MORGAN CHASE & CO 4916 - 2024-03-31 847 $22,000 -2,091
   GUARANTY TRUST CO OF MISSOURI /MO/ 1078 *New 2024-03-31 376 $10,000 376
   QUADRANT CAPITAL GROUP LLC 2202 *New 2024-03-31 279 $7,000 279
   Valued Wealth Advisors LLC 242 *New 2024-03-31 220 $6,000 220
   ROYAL BANK OF CANADA 5774 *New 2024-03-31 197 $5,000 197
   DHJJ Financial Advisors Ltd. 632 - 2024-03-31 20 $1,000 0
   BB&T CORP 2593 *Closed 2024-03-31 0 $0 -7,971
   TD CAPITAL MANAGEMENT LLC 496 - 2024-03-31 3 $0 -11,360
   Equitable Holdings Inc. 1159 *Closed 2024-03-31 0 $0 -25,359
   New Millennium Group LLC 183 *Closed 2024-03-31 0 $0 -283
   MORGAN STANLEY 7600 *New 2024-03-31 1 $0 1
   PROEQUITIES INC. 9267 - 2024-03-31 0 $0 0
   WOLVERINE TRADING LLC 1378 *Closed 2024-03-31 0 $0 -10,759
   DAVIDSON D A & CO 1408 *Closed 2024-03-31 0 $0 -9,360
   OLD MISSION CAPITAL LLC 1203 *Closed 2024-03-31 0 $0 -20,281
  66 Records found
  1    
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