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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$29.28 +0.04 (+0.14%)
As of 05/22/2025 04:10 PM Eastern
Compare

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)
$214.38M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$36.23M
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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
5/19/2025 Jane Street Group LLC7,003$200K0.0%-54.4%0.050%
5/16/2025 Ashton Thomas Private Wealth LLC8,629$247K0.0%N/A0.061%
5/14/2025 Lionsbridge Wealth Management LLC164,572$4.70M4.2%-6.3%1.171%
5/13/2025 Steward Partners Investment Advisory LLC185,356$5.30M0.0%+3.5%1.319%
5/13/2025 HighTower Advisors LLC312,159$8.92M0.0%+3.5%2.222%
5/12/2025 Meridian Wealth Management LLC7,872$225K0.0%N/A0.056%
5/12/2025 WealthPLAN Partners LLC534,849$15.28M2.2%+0.1%3.807%
5/12/2025 WealthPlan Investment Management LLC462,710$13.22M1.3%-22.9%3.293%
5/9/2025 Atria Wealth Solutions Inc.9,763$279K0.0%-14.5%0.069%
5/9/2025 Encompass More Asset Management29,708$849K0.3%N/A0.211%
5/7/2025 LPL Financial LLC1,205,268$34.44M0.0%+10.9%8.578%
5/6/2025 Cetera Investment Advisers25,505$729K0.0%+11.0%0.182%
5/6/2025 AE Wealth Management LLC8,468$242K0.0%-15.1%0.060%
5/6/2025 Advisors Preferred LLC18,272$523K0.1%N/A0.130%
5/5/2025 ARQ Wealth Advisors LLC240,950$6.89M2.6%-0.4%1.715%
5/5/2025 Private Advisor Group LLC819,883$23.43M0.1%+17.7%5.835%
5/2/2025 Larson Financial Group LLC2,015$58K0.0%N/A0.014%
5/1/2025 Reyes Financial Architecture Inc.11,148$319K0.2%-5.9%0.079%
5/1/2025 CWM LLC540,212$15.44M0.1%+6.5%3.845%
5/1/2025 Stephens Inc. AR91,884$2.63M0.0%+172.0%0.654%
5/1/2025 3EDGE Asset Management LP24,603$703K0.0%N/A0.175%
5/1/2025 Northwest Capital Management Inc3,703$106K0.0%-32.4%0.026%
5/1/2025 Harmony 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%
4/30/2025 Stratos Wealth Advisors LLC140,793$4.02M0.2%-15.8%1.002%
4/30/2025 Stratos Investment Management LLC197,148$5.63M0.3%N/A1.403%
4/29/2025 Envestnet Asset Management Inc.290,085$8.29M0.0%+140.2%2.065%
4/29/2025 OneDigital Investment Advisors LLC64,738$1.85M0.0%+377.9%0.461%
4/25/2025 Morton Brown Family Wealth LLC1,311$37K0.0%N/A0.009%
4/25/2025 Ameritas Advisory Services LLC348,050$10.22M0.4%-16.2%2.481%
4/25/2025 Wise Wealth Partners75,376$2.15M5.1%N/A0.537%
4/24/2025 Cambridge Advisors Inc.19,209$549K0.1%N/A0.137%
4/24/2025 Golden State Wealth Management LLC5,158$147K0.0%N/A0.037%
4/23/2025 SFG Wealth Management LLC.36,936$1.06M0.5%N/A0.263%
4/23/2025 Western Wealth Management LLC10,913$312K0.0%N/A0.078%
4/23/2025 Alpine Bank Wealth Management1,852,658$52.94M8.5%N/A13.205%
4/23/2025 Golden State Wealth Management LLC10,316$295K0.0%N/A0.074%
4/23/2025 Financial Enhancement Group LLC86,194$2.42M0.4%+43.8%0.614%
4/23/2025 Keudell 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%
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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%
2/19/2025 ARQ Wealth Advisors LLC241,981$7.13M2.7%+0.9%4.101%
2/18/2025 Harmony Asset Management LLC126,719$3.74M1.5%+64.7%2.148%
2/17/2025 Cetera Investment Advisers22,982$678K0.0%-26.3%0.390%
2/14/2025 Jane Street Group LLC15,354$453K0.0%N/A0.260%
2/14/2025 Betterment LLC7,802$230K0.0%N/A0.132%
2/14/2025 OneDigital Investment Advisors LLC13,547$399K0.0%N/A0.230%
2/14/2025 TD Waterhouse Canada Inc.17,614$518K0.0%N/A0.299%
2/14/2025 MML Investors Services LLC76,607$2.26M0.0%N/A1.298%
2/13/2025 Envestnet Asset Management Inc.120,784$3.56M0.0%+282.4%2.047%
2/13/2025 Smith Moore & CO.197,103$5.81M0.5%-1.8%3.341%
2/12/2025 JPMorgan Chase & Co.3,630$107K0.0%+12.1%0.062%
2/11/2025 LPL Financial LLC1,086,617$32.03M0.0%+195.6%18.417%
2/10/2025 Commonwealth Equity Services LLC37,870$1.12M0.0%-55.1%0.642%
2/7/2025 PFG Advisors23,934$706K0.0%-3.3%0.406%
2/7/2025 HighTower Advisors LLC301,468$8.89M0.0%+76.4%5.110%
2/6/2025 Assetmark Inc.1,175$35K0.0%N/A0.020%
2/6/2025 Steward Partners Investment Advisory LLC179,021$5.28M0.0%+1.8%3.034%
2/5/2025 Middleton & Co. Inc. MA13,025$384K0.0%-18.5%0.221%
2/5/2025 Proficio Capital Partners LLC308,656$9.10M0.0%+2,848.0%5.231%
2/3/2025 Private Advisor Group LLC696,683$20.54M0.1%-21.2%11.808%
1/31/2025 Atria Wealth Solutions Inc.11,413$336K0.0%-18.8%0.193%
1/30/2025 Principal Securities Inc.1,000$29K0.0%N/A0.017%
1/30/2025 WealthPlan Investment Management LLC599,917$17.69M1.7%+65.0%10.168%
1/30/2025 WealthPLAN Partners LLC534,413$15.76M2.2%-5.3%9.058%
1/28/2025 Stephens Inc. AR33,785$996K0.0%N/A0.573%
1/27/2025 Stratos Wealth Advisors LLC167,167$4.93M0.2%+6.3%2.833%
1/23/2025 Keudell 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%
1/16/2025 Lionsbridge Wealth Management LLC175,711$5.18M4.3%+40.8%2.978%
1/15/2025 Ameritas Advisory Services LLC415,541$12.25M0.4%+27.9%7.043%
1/14/2025 Financial Enhancement Group LLC59,946$1.76M0.3%-86.2%1.016%
12/26/2024 JPMorgan Chase & Co.3,238$94K0.0%+319.4%0.055%
11/15/2024 Harmony Asset Management LLC76,927$2.22M0.8%+31.9%1.304%
11/15/2024 HighTower Advisors LLC170,857$4.94M0.0%-24.0%2.896%
11/15/2024 Hilltop Holdings Inc.14,932$431K0.0%N/A0.253%
11/14/2024 Captrust Financial Advisors55,159$1.59M0.0%-25.1%0.935%
11/8/2024 Avior Wealth Management LLC3,656$106K0.0%-12.6%0.062%
11/5/2024 WealthPlan Investment Management LLC363,611$10.50M1.1%+1.1%6.163%
11/5/2024 WealthPLAN Partners LLC564,333$16.30M2.2%+3.4%9.565%
11/1/2024 Lionsbridge Wealth Management LLC124,830$3.61M2.8%+29.8%2.116%
10/31/2024 Keudell Morrison Wealth Management519,326$15.00M4.1%+2.7%8.802%
10/31/2024 Financial Enhancement Group LLC435,918$12.59M2.2%+1,232.1%7.388%
10/30/2024 Ameritas 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%
10/23/2024 Middleton & Co. Inc. MA15,975$461K0.1%-20.6%0.271%
10/22/2024 Private Advisor Group LLC884,372$25.54M0.2%+267.3%14.989%
10/21/2024 Foundations Investment Advisors LLC6,944$201K0.0%-40.8%0.118%
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10/18/2024 Stratos Wealth Advisors LLC157,318$4.54M0.2%+5.2%2.666%
10/8/2024 CWM LLC470,887$13.60M0.1%+26.9%7.981%
10/8/2024 Dynamic Advisor Solutions LLC80,845$2.34M0.1%+21.2%1.370%
8/22/2024 Cetera Investment Advisers208,628$5.77M0.0%-2.7%3.536%
8/14/2024 Harmony Asset Management LLC58,322$1.61M0.7%+15.3%0.989%
8/12/2024 Middleton & Co. Inc. MA20,107$556K0.1%-62.3%0.341%
8/9/2024 WealthPLAN Partners LLC545,585$15.10M1.6%+0.7%9.247%
8/5/2024 Private Advisor Group LLC240,747$6.66M0.0%+505.9%4.080%
8/2/2024 Financial Enhancement Group LLC32,723$904K0.1%+14.1%0.555%
8/2/2024 Foundations Investment Advisors LLC11,737$325K0.0%-27.1%0.199%
(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 HEQT's institutional investors.

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

Of the 61 institutional investors that purchased Simplify Hedged Equity ETF 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 ($438.30K), 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 10,663,740 shares in the last 24 months. This purchase volume represents approximately $295.72M in transactions.

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

Of the 30 institutional investors that sold Simplify Hedged Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($501.01K), Financial Enhancement Group LLC ($385.37K), WealthPLAN Partners LLC ($212.15K), Private Advisor Group LLC ($187.69K), Orion Portfolio Solutions LLC ($177.18K), Ameritas Advisory Services LLC ($166.92K), and Commonwealth Equity Services LLC ($153.50K).

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

Institutional investors have sold a total of 2,081,512 shares in the last 24 months. This volume of shares sold represents approximately $56.85M in transactions.


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This page (NYSEARCA:HEQT) was last updated on 5/23/2025 by MarketBeat.com Staff
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