We are live on ! Find out more
HEQT icon

Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
51
Heck Capital Advisors
Wisconsin
$413K – – –
TDB
52
Thompson David Blair
$384K – – –
Bank of America
53
Bank of America
North Carolina
$382K +$375K +11,393 New
DWM
54
Diversify Wealth Management
Utah
$380K +$2.21K +67 +0.6%
DAS
55
Diversify Advisory Services
Utah
$380K +$375K +11,368 New
PCP
56
Proficio Capital Partners
Massachusetts
$351K – – –
AIM
57
Advyzon Investment Management
Illinois
$335K -$6.23K -189 -2%
IWAO
58
Independence Wealth Advisors (Ohio)
Ohio
$311K +$330 +10 +0.1%
Betterment LLC
59
Betterment LLC
New York
$308K -$758 -23 -0.2%
AWM
60
AE Wealth Management
Kansas
$276K +$198 +6 +0.1%
Morgan Stanley
61
Morgan Stanley
New York
$274K +$33 +1 +0%
PGF
62
Plan Group Financial
Oklahoma
$264K +$758 +23 +0.3%
CA
63
Chatterton & Associates
California
$233K – – –
HF
64
HRT Financial
New York
$228K +$225K +6,819 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$213K +$209K +6,340 New
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$132K +$130K +3,940 New
RRMM
67
Regatta Research & Money Management
Louisiana
$131K +$128K +3,895 New
CFS
68
CGC Financial Services
Oregon
$104K – – –
GSWM
69
Golden State Wealth Management
California
$102K -$39.3K -1,194 -28%
NS
70
NBC Securities
Alabama
$101K -$24.2K -734 -20%
RFA
71
Reyes Financial Architecture
California
$96.3K +$297 +9 +0.3%
LAMC
72
Longview Asset Management (California)
California
$91.3K +$9.92K +301 +12%
BlackRock
73
BlackRock
New York
$85.1K +$83.6K +2,537 New
SFS
74
Sunrise Financial Services
Washington
$51.4K -$7.02K -213 -12%
FFA
75
Farther Finance Advisors
California
$31K – – –