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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$206.18M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$36.61M
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HEQT Institutional Buying and Selling by Quarter

Simplify Hedged Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Financial Enhancement Group LLC122,709$3.70M0.5%+42.4%1.126%
7/11/2025 Skyline Advisors Inc.30,861$927K0.3%N/A0.283%
7/11/2025 Farther Finance Advisors LLC165,494$4.97M0.1%-2.5%1.518%
7/9/2025 Bay Rivers Group14,469$435K0.2%+2.8%0.133%
7/9/2025 Reyes Financial Architecture Inc.24,921$749K0.6%+123.5%0.229%
7/7/2025 Peterson Wealth Advisors LLC147,533$4.43M0.7%-5.4%1.354%
5/19/2025Jane Street Group LLC7,003$200K0.0%-54.4%0.050%
5/16/2025Ashton Thomas Private Wealth LLC8,629$247K0.0%N/A0.061%
5/14/2025Lionsbridge Wealth Management LLC164,572$4.70M4.2%-6.3%1.171%
5/13/2025Steward Partners Investment Advisory LLC185,356$5.30M0.0%+3.5%1.319%
5/13/2025HighTower Advisors LLC312,159$8.92M0.0%+3.5%2.222%
5/12/2025Meridian Wealth Management LLC7,872$225K0.0%N/A0.056%
5/12/2025WealthPLAN Partners LLC534,849$15.28M2.2%+0.1%3.807%
5/12/2025WealthPlan Investment Management LLC462,710$13.22M1.3%-22.9%3.293%
5/9/2025Atria Wealth Solutions Inc.9,763$279K0.0%-14.5%0.069%
5/9/2025Encompass More Asset Management29,708$849K0.3%N/A0.211%
5/7/2025LPL Financial LLC1,205,268$34.44M0.0%+10.9%8.578%
5/6/2025Cetera Investment Advisers25,505$729K0.0%+11.0%0.182%
5/6/2025AE Wealth Management LLC8,468$242K0.0%-15.1%0.060%
5/6/2025Advisors Preferred LLC18,272$523K0.1%N/A0.130%
5/5/2025ARQ Wealth Advisors LLC240,950$6.89M2.6%-0.4%1.715%
5/5/2025Private Advisor Group LLC819,883$23.43M0.1%+17.7%5.835%
5/2/2025Larson Financial Group LLC2,015$58K0.0%N/A0.014%
5/1/2025 Reyes Financial Architecture Inc.11,148$319K0.2%-5.9%0.079%
5/1/2025CWM LLC540,212$15.44M0.1%+6.5%3.845%
5/1/2025Stephens Inc. AR91,884$2.63M0.0%+172.0%0.654%
5/1/20253EDGE Asset Management LP24,603$703K0.0%N/A0.175%
5/1/2025Northwest Capital Management Inc3,703$106K0.0%-32.4%0.026%
5/1/2025Harmony Asset Management LLC135,004$3.86M1.6%+6.5%0.961%
4/30/2025 Peterson Wealth Advisors LLC156,031$4.31M0.8%+191.0%1.111%
4/30/2025Stratos Wealth Advisors LLC140,793$4.02M0.2%-15.8%1.002%
4/30/2025Stratos Investment Management LLC197,148$5.63M0.3%N/A1.403%
4/29/2025Envestnet Asset Management Inc.290,085$8.29M0.0%+140.2%2.065%
4/29/2025OneDigital Investment Advisors LLC64,738$1.85M0.0%+377.9%0.461%
4/25/2025Morton Brown Family Wealth LLC1,311$37K0.0%N/A0.009%
4/25/2025Ameritas Advisory Services LLC348,050$10.22M0.4%-16.2%2.481%
4/25/2025Wise Wealth Partners75,376$2.15M5.1%N/A0.537%
4/24/2025Cambridge Advisors Inc.19,209$549K0.1%N/A0.137%
4/24/2025Golden State Wealth Management LLC5,158$147K0.0%N/A0.037%
4/23/2025SFG Wealth Management LLC.36,936$1.06M0.5%N/A0.263%
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4/23/2025Western Wealth Management LLC10,913$312K0.0%N/A0.078%
4/23/2025Alpine Bank Wealth Management1,852,658$52.94M8.5%N/A13.205%
4/23/2025Golden State Wealth Management LLC10,316$295K0.0%N/A0.074%
4/23/2025Financial Enhancement Group LLC86,194$2.42M0.4%+43.8%0.614%
4/23/2025Keudell Morrison Wealth Management839,669$23.99M5.7%+62.5%5.985%
4/17/2025 Dynamic Advisor Solutions LLC116,456$3.33M0.1%N/A0.830%
4/14/2025 Farther Finance Advisors LLC169,796$4.86M0.1%N/A1.210%
4/10/2025 Bay Rivers Group14,070$402K0.2%+8.2%0.100%
2/19/2025ARQ Wealth Advisors LLC241,981$7.13M2.7%+0.9%4.101%
2/18/2025Harmony Asset Management LLC126,719$3.74M1.5%+64.7%2.148%
2/17/2025Cetera Investment Advisers22,982$678K0.0%-26.3%0.390%
2/14/2025Jane Street Group LLC15,354$453K0.0%N/A0.260%
2/14/2025Betterment LLC7,802$230K0.0%N/A0.132%
2/14/2025OneDigital Investment Advisors LLC13,547$399K0.0%N/A0.230%
2/14/2025TD Waterhouse Canada Inc.17,614$518K0.0%N/A0.299%
2/14/2025MML Investors Services LLC76,607$2.26M0.0%N/A1.298%
2/13/2025Envestnet Asset Management Inc.120,784$3.56M0.0%+282.4%2.047%
2/13/2025Smith Moore & CO.197,103$5.81M0.5%-1.8%3.341%
2/12/2025JPMorgan Chase & Co.3,630$107K0.0%+12.1%0.062%
2/11/2025LPL Financial LLC1,086,617$32.03M0.0%+195.6%18.417%
2/10/2025Commonwealth Equity Services LLC37,870$1.12M0.0%-55.1%0.642%
2/7/2025PFG Advisors23,934$706K0.0%-3.3%0.406%
2/7/2025HighTower Advisors LLC301,468$8.89M0.0%+76.4%5.110%
2/6/2025Assetmark Inc.1,175$35K0.0%N/A0.020%
2/6/2025Steward Partners Investment Advisory LLC179,021$5.28M0.0%+1.8%3.034%
2/5/2025Middleton & Co. Inc. MA13,025$384K0.0%-18.5%0.221%
2/5/2025Proficio Capital Partners LLC308,656$9.10M0.0%+2,848.0%5.231%
2/3/2025Private Advisor Group LLC696,683$20.54M0.1%-21.2%11.808%
1/31/2025Atria Wealth Solutions Inc.11,413$336K0.0%-18.8%0.193%
1/30/2025Principal Securities Inc.1,000$29K0.0%N/A0.017%
1/30/2025WealthPlan Investment Management LLC599,917$17.69M1.7%+65.0%10.168%
1/30/2025WealthPLAN Partners LLC534,413$15.76M2.2%-5.3%9.058%
1/28/2025Stephens Inc. AR33,785$996K0.0%N/A0.573%
1/27/2025Stratos Wealth Advisors LLC167,167$4.93M0.2%+6.3%2.833%
1/23/2025Keudell Morrison Wealth Management516,588$15.23M4.0%-0.5%8.756%
1/22/2025 Bay Rivers Group13,000$383K0.2%N/A0.220%
1/17/2025 Peterson Wealth Advisors LLC53,619$1.59M0.3%+42.4%0.909%
1/16/2025Lionsbridge Wealth Management LLC175,711$5.18M4.3%+40.8%2.978%
1/15/2025Ameritas Advisory Services LLC415,541$12.25M0.4%+27.9%7.043%
1/14/2025Financial Enhancement Group LLC59,946$1.76M0.3%-86.2%1.016%
12/26/2024JPMorgan Chase & Co.3,238$94K0.0%+319.4%0.055%
11/15/2024Harmony Asset Management LLC76,927$2.22M0.8%+31.9%1.304%
11/15/2024HighTower Advisors LLC170,857$4.94M0.0%-24.0%2.896%
11/15/2024Hilltop Holdings Inc.14,932$431K0.0%N/A0.253%
11/14/2024Captrust Financial Advisors55,159$1.59M0.0%-25.1%0.935%
11/8/2024Avior Wealth Management LLC3,656$106K0.0%-12.6%0.062%
11/5/2024WealthPlan Investment Management LLC363,611$10.50M1.1%+1.1%6.163%
11/5/2024WealthPLAN Partners LLC564,333$16.30M2.2%+3.4%9.565%
11/1/2024Lionsbridge Wealth Management LLC124,830$3.61M2.8%+29.8%2.116%
10/31/2024Keudell Morrison Wealth Management519,326$15.00M4.1%+2.7%8.802%
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10/31/2024Financial Enhancement Group LLC435,918$12.59M2.2%+1,232.1%7.388%
10/30/2024Ameritas Advisory Services LLC324,992$9.39M0.4%-23.4%5.508%
10/24/2024 Peterson Wealth Advisors LLC37,663$1.09M0.2%-8.2%0.638%
10/23/2024Middleton & Co. Inc. MA15,975$461K0.1%-20.6%0.271%
10/22/2024Private Advisor Group LLC884,372$25.54M0.2%+267.3%14.989%
10/21/2024Foundations Investment Advisors LLC6,944$201K0.0%-40.8%0.118%
10/18/2024Stratos Wealth Advisors LLC157,318$4.54M0.2%+5.2%2.666%
10/8/2024CWM LLC470,887$13.60M0.1%+26.9%7.981%
10/8/2024 Dynamic Advisor Solutions LLC80,845$2.34M0.1%+21.2%1.370%
8/22/2024Cetera Investment Advisers208,628$5.77M0.0%-2.7%3.536%
(Data available from 1/1/2016 forward)

HEQT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEQT shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Simplify Hedged Equity ETF. The most heavily invested institutionals were Alpine Bank Wealth Management ($52.94M), LPL Financial LLC ($34.44M), Keudell Morrison Wealth Management ($23.99M), Private Advisor Group LLC ($23.43M), CWM LLC ($15.44M), WealthPLAN Partners LLC ($15.28M), and Orion Portfolio Solutions LLC ($14.35M).Learn more on Simplify Hedged Equity ETF's institutional investors.

Which institutional investors have been buying Simplify Hedged Equity ETF's stock?

Of the 62 institutional investors that purchased Simplify Hedged Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alpine Bank Wealth Management ($1.85M), WealthPlan Investment Management LLC ($1.15M), Private Advisor Group LLC ($1.01M), Keudell Morrison Wealth Management ($842.41K), LPL Financial LLC ($837.70K), Financial Enhancement Group LLC ($474.81K), and Orion Portfolio Solutions LLC ($396.77K).

How much institutional buying is happening at Simplify Hedged Equity ETF?

Institutional investors have bought a total of 7,147,171 shares in the last 24 months. This purchase volume represents approximately $206.18M in transactions.

Which of Simplify Hedged Equity ETF's major shareholders have been selling company stock?

Of the 25 institutional investors that sold Simplify Hedged Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Enhancement Group LLC ($375.97K), Private Advisor Group LLC ($187.69K), Ameritas Advisory Services LLC ($166.92K), Commonwealth Equity Services LLC ($149.78K), WealthPlan Investment Management LLC ($137.21K), HighTower Advisors LLC ($54.02K), and Middleton & Co. Inc. MA ($40.26K).

How much institutional selling is happening at Simplify Hedged Equity ETF?

Institutional investors have sold a total of 1,262,384 shares in the last 24 months. This volume of shares sold represents approximately $36.61M in transactions.


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This page (NYSEARCA:HEQT) was last updated on 7/15/2025 by MarketBeat.com Staff
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