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icono de HEQT

Simplify Hedged Equity ETF
HEQT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Private Advisor Group
1
Private Advisor Group
New Jersey
USD 23.4 M +USD 5.3 M +160,958 +30%
LPL Financial
2
LPL Financial
California
USD 15.2 M -USD 3.58 M -108,525 -19%
WealthPlan Investment Management
3
WealthPlan Investment Management
Nebraska
USD 10.1 M -USD 2.36 M -71,710 -19%
Brinker Capital Investments
4
Brinker Capital Investments
Pennsylvania
USD 9.6 M -USD 117 k -3,546 -1%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
USD 8.4 M +USD 889 k +26,983 +12%
IWA
6
Independent Wealth Advisors
North Carolina
USD 6.87 M +USD 627 k +19,035 +10%
ARQ Wealth Advisors
7
ARQ Wealth Advisors
Arizona
USD 6.58 M -USD 3.54 M -107,330 -35%
OneDigital Investment Advisors
8
OneDigital Investment Advisors
Kansas
USD 6.47 M +USD 2.63 M +79,941 +71%
Kovack Advisors
9
Kovack Advisors
Florida
USD 6.36 M -USD 1.38 M -41,787 -18%
HighTower Advisors
10
HighTower Advisors
Illinois
USD 6.2 M +USD 153 k +4,639 +3%
Meridian Wealth Management
11
Meridian Wealth Management
Kentucky
USD 5.19 M +USD 5.9 k +179 +0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
USD 5.13 M +USD 590 k +17,893 +13%
WP
13
WealthPLAN Partners
Nebraska
USD 5.04 M -USD 2.53 M -76,842 -34%
Financial Enhancement Group
14
Financial Enhancement Group
Indiana
USD 4.67 M +USD 90 k +2,731 +2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
USD 4.38 M +USD 3.84 M +116,395 +817%
MML Investors Services
16
MML Investors Services
Massachusetts
USD 4.27 M +USD 575 k +17,452 +16%
HAM
17
Harmony Asset Management
Arizona
USD 3.79 M +USD 134 k +4,055 +4%
Peterson Wealth Advisors
18
Peterson Wealth Advisors
Utah
USD 3.77 M -USD 154 k -4,679 -4%
Ameritas Advisory Services
19
Ameritas Advisory Services
Nebraska
USD 3.75 M +USD 704 k +21,371 +24%
UBS Group
20
UBS Group
Switzerland
USD 3.6 M +USD 223 k +6,767 +7%
Victory Financial Group
21
Victory Financial Group
Texas
USD 3.55 M -USD 53.4 k -1,619 -2%
SFSG
22
Sound Financial Strategies Group
Mississippi
USD 3.38 M – – –
Smith, Moore & Co
23
Smith, Moore & Co
Missouri
USD 3.33 M -USD 12.2 k -371 -0.4%
Sowell Financial Services
24
Sowell Financial Services
Arkansas
USD 3.17 M -USD 388 k -11,773 -11%
Dynamic Advisor Solutions
25
Dynamic Advisor Solutions
Arizona
USD 3.14 M +USD 35.3 k +1,070 +1%
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