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Simplify Hedged Equity ETF
HEQT
HEQT
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
Ovata Capital Management
Hong Kong
| $9.78M | – | – | – |
|
|
SMC
2
Smith, Moore & Co
Clayton,
Missouri
| $5.67M | +$4.01M | +163,686 | +242% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $3.49M | +$3.49M | +142,209 | New |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.1M | +$1.1M | +44,804 | New |
|
5
Truist Financial
Charlotte,
North Carolina
| $1.05M | +$1.05M | +42,891 | New |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $441K | +$441K | +18,002 | New |
|
7
Wolverine Trading
Chicago,
Illinois
| $285K | -$87.5K | -3,570 | -24% |
|
8
JP Morgan Chase
New York
| $245K | – | – | – |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| $207K | +$207K | +8,441 | New |
|
10
UBS Group
Zurich,
Switzerland
| $62K | +$61.5K | +2,508 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $11K | – | – | – |
|
|
TCM
12
TD Capital Management
Memphis,
Tennessee
| – | -$77K | -3,017 | Closed |
|