We are live on ! Find out more
HEQT icon

Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$25.5M +$18M +643,625 +267%
WP
2
WealthPLAN Partners
Nebraska
$16.3M +$525K +18,748 +3%
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$15M +$380K +13,580 +3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.6M +$2.8M +99,908 +27%
LPL Financial
5
LPL Financial
California
$10.6M +$1.48M +52,691 +17%
WIM
6
WealthPlan Investment Management
Nebraska
$10.5M +$113K +4,049 +1%
FEG
7
Financial Enhancement Group
Indiana
$10.4M +$11.3M +403,195 +1,232%
AAS
8
Ameritas Advisory Services
Nebraska
$9.39M -$2.78M -99,426 -23%
AWA
9
ARQ Wealth Advisors
Arizona
$6.82M +$87.2K +3,114 +1%
SMC
10
Smith, Moore & Co
Missouri
$5.8M -$50.4K -1,798 -0.9%
SPIA
11
Steward Partners Investment Advisory
New York
$5.08M +$33.9K +1,211 +0.7%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.93M -$1.51M -54,024 -24%
SWA
13
Stratos Wealth Advisors
Ohio
$4.54M +$219K +7,829 +5%
UBS Group
14
UBS Group
Switzerland
$4.17M +$3.75M +133,882 +1,278%
LWM
15
Lionsbridge Wealth Management
Florida
$3.61M +$804K +28,692 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.88M -$342K -12,209 -11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.44M -$435K -15,545 -16%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.33M +$396K +14,128 +21%
HAM
19
Harmony Asset Management
Arizona
$2.22M +$521K +18,605 +32%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.59M -$517K -18,444 -25%
PWA
21
Peterson Wealth Advisors
Utah
$1.09M -$94.4K -3,370 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$912K -$22.1K -788 -2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$900K -$4.97M -177,462 -85%
Mariner
24
Mariner
Kansas
$812K -$469K -16,731 -37%
PA
25
PFG Advisors
Arizona
$715K +$135K +4,830 +24%