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Simplify Hedged Equity ETF
HEQT
HEQT
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
HighTower Advisors
Chicago,
Illinois
| $12.1M | +$12.3M | +526,094 | New |
|
|
OCM
2
Ovata Capital Management
Hong Kong
| $9.2M | – | – | – |
|
|
SMC
3
Smith, Moore & Co
Clayton,
Missouri
| $5.27M | -$54.7K | -2,332 | -1% |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $4.06M | +$3.09M | +131,801 | +294% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $2.87M | -$409K | -17,423 | -12% |
|
|
AAS
6
Avantax Advisory Services
Dallas,
Texas
| $1.32M | +$1.35M | +57,400 | New |
|
7
Truist Financial
Charlotte,
North Carolina
| $810K | -$180K | -7,676 | -18% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $359K | +$168K | +7,162 | +85% |
|
|
OPS
9
Orion Portfolio Solutions
Omaha,
Nebraska
| $354K | -$61.4K | -2,617 | -15% |
|
10
JP Morgan Chase
New York
| $230K | – | – | – |
|
11
Wolverine Trading
Chicago,
Illinois
| $229K | -$38.6K | -1,643 | -14% |
|
|
WCP
12
Wick Capital Partners
Wayne,
Pennsylvania
| $211K | +$215K | +9,160 | New |
|
13
Osaic Holdings
Scottsdale,
Arizona
| $11K | – | – | – |
|
14
UBS Group
Zurich,
Switzerland
| – | -$62K | -2,508 | Closed |
|